Analyst Note
| Damien Conover, CFA |We are dropping coverage of GoodRx. We provide broad coverage of more than 1,500 companies globally and periodically adjust our coverage according to investor interest and staffing.
Economic Moat
INVESTOR
Capital Allocation
INVESTOR
We are dropping coverage of GoodRx. We provide broad coverage of more than 1,500 companies globally and periodically adjust our coverage according to investor interest and staffing.
GoodRx is a consumer-focused digital healthcare platform that aims to lower the cost of healthcare in the United States. It has over 6 million active monthly users. The company’s primary focus is the U.S. prescription drug market, where GoodRx has developed a price comparison tool that it aggregates from over 200 billion daily pricing data points, directing consumers toward coupons negotiated between a pharmacy and intermediaries (pharmacy benefit managers ). GoodRx generates revenue by taking a small share of the fees paid by pharmacies to PBMs in exchange for routing consumers to these discount programs, and separately through a subscription-based model (GoodRx Gold), which offers discounted drugs to customers paying a monthly membership fee.