Key Takeaways Hims & Hers runs a proprietary digital platform linking providers, personalized plans and ongoing care.HIMS launched Labs for biomarker tracking, feeding provider action plans and deeper personalization.Hims & Hers acquired YourBio Health and invested in AI to integrate diagnostics with digital care delivery.The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) , operates as a digital healthcare platform built on proprietary technology that integrates care delivery, data a ...

GoodRx Holdings Inc. (NASDAQ:GDRX) is one of the best stocks under $3 to invest in, although one firm had recently become neutral on the stock. On January 22, analysts at Jefferies lowered their rating on GoodRx Holdings Inc. (NASDAQ:GDRX) to Hold from Buy and cut the price target to $2.75 from $5.25. According to Jefferies, the Rite Aid bankruptcy and the subsequent mass closures of 800 pharmacy locations from June to July 2025 have adversely affected GoodRx’s drug prescription business to the tune of a 1 ...

There's another fight brewing around GLP-1 drugs -- this time on the delivery side.The headline-grabbing battle in the GLP-1 space pits pharmaceutical giants Eli Lilly (LLY 7.82%) and Novo Nordisk (NVO 8.18%) against each other. That makes sense, since they both make GLP-1 drugs.However, another battle is brewing that could be even larger, as Amazon (AMZN 4.36%) starts selling GLP-1 pills, competing with sellers like Hims & Hers (HIMS 3.67%), WW International (WW 6.42%), and GoodRx (GDRX +4.98%).The big dev ...

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for prescription savings in the U.S., today announced that it is a key integration partner for pharmaceutical companies offering discounted cash prices on TrumpRx. TrumpRx is a website that lists discounted cash prices from pharmaceutical manufacturers. TrumpRx does not sell or dispense drugs. Instead, TrumpRx facilitates consumer access to the selected discount, and then the underlying partner platform executes. ...

Core Insights - 60 Degrees Pharmaceuticals, Inc. has announced a partnership with GoodRx to provide savings of up to 30% on ARAKODA (tafenoquine) for eligible consumers [1][10] - ARAKODA is the only FDA-approved, once-weekly malaria prevention medication available in the U.S. market, making it a preferred choice for travelers to malaria-endemic regions [2][6] Company Overview - 60 Degrees Pharmaceuticals, Inc. specializes in developing new medicines for vector-borne diseases and received FDA approval for ARAKODA in 2018 [19] - The company is headquartered in Washington, D.C., and has a subsidiary in Australia, with ARAKODA commercially available in both countries [19] Product Information - ARAKODA (tafenoquine) is indicated for malaria prophylaxis in patients aged 18 and older and has a long terminal half-life of approximately 16 days, allowing for less frequent dosing [7][8] - The medication was discovered by the Walter Reed Army Institute of Research and has undergone extensive safety assessments in clinical trials [5][6] Partnership Details - The collaboration with GoodRx aims to lower out-of-pocket costs for patients and expand the marketing reach of ARAKODA, making it accessible at over 70,000 pharmacies nationwide [10][4] - Eligible patients can access a low self-pay price for ARAKODA through GoodRx starting February 2, 2026 [4][10]

Core Insights - GoodRx is being presented by JPMorgan's health care services division, indicating a focus on the health care sector and its investment opportunities [1] Company Overview - GoodRx is represented by CEO Wendy Barnes and CFO Chris McGinnis, highlighting the leadership team involved in the company's strategic direction [1]

GoodRx FY Conference Summary Company Overview - **Company**: GoodRx (NasdaqGS:GDRX) - **Date of Conference**: January 13, 2026 - **Speakers**: CEO Wendy Barnes, CFO Chris McGinnis, and Lisa Gill from JPMorgan Key Industry Dynamics - **Health Benefits Landscape**: Significant changes are occurring, including reductions in ACA subsidies, changes to Medicaid coverage, and an increase in high-deductible plans, which are leading to higher uninsured and underinsured rates [4][5] - **Consumer Behavior**: The trend of underinsurance is pushing more consumers to utilize cash for prescriptions, with approximately 90% of GoodRx users having insurance but still facing high out-of-pocket costs for medications [6] Core Business Insights - **Drug Affordability**: The current administration's focus on drug affordability aligns with GoodRx's mission, although the effectiveness of policy changes remains uncertain [9][10] - **Retail Pharmacy Challenges**: Retail pharmacies are facing closures and margin pressures, prompting GoodRx to partner directly with retailers to enhance their profitability and efficiency [11][12] - **Script Recapture Strategy**: GoodRx aims to recapture scripts from closed pharmacies like Rite Aid, estimating a potential recovery of 20%-40% of those scripts over time [19][21] Subscription Services - **Condition-Based Offerings**: GoodRx launched subscription services for conditions like ED, hair loss, and weight loss in 2025, focusing on branded therapies and competitive pricing [22][25] - **Market Potential**: The company sees significant opportunities in condition subscriptions, particularly in areas where traditional insurance coverage is limited [27] Manufacturer Solutions - **Growth in Manufacturer Solutions**: This segment has grown over 40% year-over-year, driven by manufacturers rethinking their commercial strategies and seeking partnerships with GoodRx to reach consumers effectively [29][30] - **Regulatory Environment**: The favorable regulatory landscape is encouraging manufacturers to engage in direct-to-consumer strategies, enhancing GoodRx's appeal as a partner [32] New Strategic Partnership - **Partnership with Surescripts**: GoodRx announced a partnership with Surescripts to launch "Script Corner," a tool aimed at providing price transparency to patients at the point of prescription [42][43] - **Impact on Patient Care**: The initiative aims to reduce prescription abandonment by providing patients with upfront pricing information, thereby improving adherence to prescribed therapies [55][61] Financial Outlook - **EBITDA Margins**: GoodRx is focused on maintaining cost discipline and expanding EBITDA margins, with potential variability based on strategic investments in marketing and partnerships [38][39] - **Future Guidance**: Specific financial guidance for 2026 will be provided later, but the company is optimistic about its growth trajectory [26][70] Conclusion - **Investor Understanding**: GoodRx aims to clarify its revenue model, emphasizing the integration of manufacturer solutions with its Rx marketplace and the potential for partnerships at the employer level [69][70] - **Commitment to Transparency**: The company is dedicated to enhancing transparency in drug pricing and improving consumer access to affordable medications [58][62]

GoodRx Holdings Inc. (NASDAQ:GDRX) is one of the oversold stocks to buy now. On January 5, Bank of America analyst Allen Lutz lowered the firm’s price target on GoodRx to $2.60 from $3 and kept an Underperform rating on the shares. For the broader drug distributor sector, however, the firm remained positive heading into 2026 and adjusted its price targets to align with recent changes in valuation multiples across the peer group. Additionally, Morgan Stanley reduced its price target for GoodRx from $5 to ...

Core Viewpoint - BofA Securities has lowered its price target for GoodRx Holdings to $2.60 from $3.00 while maintaining an Underperform rating due to ongoing uncertainty regarding the company's near-term growth outlook [1] Group 1: Market Conditions - Changes in the pharmacy ecosystem are expected to create additional headwinds for GoodRx through 2026, with retail pharmacy chains like CVS, Rite Aid, and Walgreens closing locations [2] - Reimbursement changes in the pharmacy market are anticipated to negatively impact GoodRx's core prescription transaction business in 2025 [2] - Recent shifts in pharmacy benefit manager contracts with plan sponsors may accelerate net pricing at the pharmacy counter, adding further uncertainty to GoodRx's primary revenue stream [2] Group 2: Company Developments - GoodRx has made progress in diversifying its revenue base over the past year, including launching new subscription offerings for erectile dysfunction, hair loss, and weight loss, as well as expanding partnerships with pharmaceutical manufacturers [3] - Despite these efforts, the majority of GoodRx's business remains tied to pharmacy benefit managers (PBMs), indicating a need for the company to strengthen its industry positioning to stabilize growth in 2026 and beyond [3] Group 3: Valuation and Rating - BofA reiterated its Underperform rating and reduced its price objective to $2.60, reflecting a valuation of 4.0x calendar-year 2026 EBITDA, down from 4.5x previously, aligning with lower peer multiples [4]

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced that the newly FDA-approved Wegovy® pill (oral semaglutide) is now available at a cash price of $149 per month at more than 70,000 pharmacies nationwide via GoodRx. For consumers looking to easily evaluate their options for both treatment and access to the medication, they will soon be able to connect with a licensed healthcare provider through GoodRx for Weight. ...