GoodRx Holdings, Inc. (NASDAQ: GDRX ) isn’t a biotech story, as it doesn’t invent new drugs or push them through the FDA. It’s the rails of the U.S. pharmacy system, or the infrastructure that makes the difference betweenI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and cr ...

Investor risk sentiment paused at the start of the week, as markets awaited details expected to emerge later when President Donald Trump meets with Ukrainian President Volodymyr Zelenskyy and European leaders.IWM ETF is moving fast. Check live prices here. On Friday, Trump met with Russian President Vladimir Putin in Alaska. However, no agreement was reached on a ceasefire in Ukraine. Russia has demanded territorial concessions — including the Donbass and Crimea — as a condition for any deal, an option firm ...

Novo Nordisk said on Monday it is offering its diabetes drug Ozempic for $499 per month to eligible cash-paying type 2 diabetes patients in the U.S. The company said in March that it was cutting the price of its drug Wegovy to $499. The two drugs are similar, with Wegovy prescribed primarily for weight loss for obese patients. Ozempic is prescribed to patients with type 2 diabetes. Eli Lilly announced earlier this year that it would expand the supply and cut the costs of its weight-loss drug Zepbound, again ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Financial Data and Key Metrics Changes - Total revenue for the second quarter was $203.1 million, up 1% year over year, aligning with expectations when excluding the impact of Rite Aid [24] - Adjusted EBITDA for the quarter was $69.4 million, a 6% increase year over year, resulting in an adjusted EBITDA margin of 34.2%, an improvement of 160 basis points compared to the same period last year [26] - The company closed the quarter with $281.3 million in cash and repurchased approximately $46.4 million worth of shares at an average price of $4.53 per share [27] Business Line Data and Key Metrics Changes - Revenue from pharma manufacturer solutions was $35 million, up 32% year over year, indicating strong performance and a projected growth of 30% or higher for 2025 [25][20] - Prescription transaction revenue declined by 3% year over year, primarily due to the impact of Rite Aid and the erosion of the ISP program [24][28] Market Data and Key Metrics Changes - The company noted a decline in monthly active consumers, which is expected to continue in the short term due to the transition from traditional retail transactions to consumer direct price points [24][25] - The healthcare landscape is changing, with Congress passing a budget bill that cuts funding for Medicaid and individual exchange products, potentially leaving nearly 10 million people uninsured [13] Company Strategy and Development Direction - The company is focused on strengthening relationships with pharma manufacturers and expanding its share of wallet across market access, consumer marketing, and HCP budgets [6] - GoodRx is enhancing its integrated savings program to service brand medications in addition to generics, aiming to deepen engagement with consumers [8] - The launch of a condition subscription product for erectile dysfunction is part of the strategy to maximize returns on existing capabilities and deepen consumer engagement [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to respond to changes in the healthcare landscape and emphasized the importance of GoodRx in providing access to affordable medications [10][15] - The company acknowledged short-term negative impacts from Rite Aid's bankruptcy and a decline in volume from one of its PBM partners but remains optimistic about long-term growth opportunities [11][28] Other Important Information - The company is actively advocating for policies that expand access to affordable medication and is engaged with government entities exploring models to reduce brand drug pricing directly to consumers [16][15] - The launch of GoodRx Community Link aims to support independent pharmacies by providing predictable pricing and favorable economics [18] Q&A Session Summary Question: Can you elaborate on the ISP and new partnerships? - Management acknowledged the importance of ISP and noted that while expectations should be tempered, they are adding new partners and expanding the program [34][36] Question: How do you view the growth of Manufacturer Solutions? - Management expressed confidence in achieving 30% revenue growth for Manufacturer Solutions, driven by strong ROI studies and engagement with pharma partners [44][48] Question: What is the impact of Rite Aid and ISP on guidance? - Management indicated that the revenue impact from Rite Aid and ISP is roughly half and half, with ongoing efforts to recapture consumers affected by Rite Aid's closures [72][74] Question: Are there shifts in consumer behavior affecting platform usage? - Management noted that rising consumer prices have pushed more transactions into funded benefits, impacting monthly active consumer counts, but they expect tailwinds to return in the future [96][97] Question: What proactive actions are being taken regarding ISP? - Management emphasized the importance of adding more commercial lives and expanding partnerships to grow the ISP program despite challenges with one particular partner [99][101]

For the quarter ended June 2025, GoodRx Holdings, Inc. (GDRX) reported revenue of $203.07 million, up 1.2% over the same period last year. EPS came in at $0.09, compared to $0.08 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $205.18 million, representing a surprise of -1.03%. The company delivered an EPS surprise of -10%, with the consensus EPS estimate being $0.10.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -10.00%. A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced earnings of $0.09, delivering no surprise.Over the last four quarters, the company has ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ________________________________ FORM 10-Q ________________________________ For the quarterly period ended June 30, 2025 Delaware 47-5104396 OR (State or other jurisdiction of incorporation or organization) o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______. Commission File Number: 001-39549 ________________________________ (Mark One) ...

Exhibit 99.1 GOODRX REPORTS SECOND QUARTER 2025 RESULTS Second Quarter 2025 Revenue and Adjusted EBITDA Margin in Line with Previous Guidance; Pharma Manufacturer Solutions Revenue Increased 32% Year-Over-Year SANTA MONICA, Calif. -- ( August 6, 2025 ) -- GoodRx Holdings, Inc. (Nasdaq: GDRX) ("we," "us," "our," "GoodRx," or the "Company"), the leading platform for medication savings in the U.S., has released its financial results for the second quarter of 2025. Second Quarter 2025 Highlights "I'm excited ab ...

Core Insights - The healthcare sector is undergoing digital transformation, with investors focusing on platforms that enhance access, reduce costs, and improve pharmaceutical engagement [1] - OptimizeRx (OPRX) and GoodRx (GDRX) are highlighted as key players, each with unique strategies to enhance patient outcomes and affordability [1] OptimizeRx Overview - OptimizeRx integrates pharma and provider communications, offering real-time digital messaging within electronic health records (EHRs) to support medication adherence and clinical decision-making [2] - In Q1 2025, OptimizeRx reported revenues of $21.9 million, an 11% increase year-over-year, exceeding expectations [4] - The company has over $70 million in committed revenue for the year, a 25% increase from Q1 2024, providing over 80% revenue visibility for the latter half of 2025 [5] - A transition to a subscription-based model is underway, expected to represent over 5% of projected 2025 revenues, enhancing revenue predictability and gross margins [6] - OptimizeRx is focusing on its Digital Audience Activation Platform (DAAP) and micro-targeted data capabilities, which could unlock new upsell opportunities within its top clients [7] - The company reports a high return on investment (10:1) and aims to sustain revenue momentum while expanding market share [8] GoodRx Overview - GoodRx targets consumers directly, helping them save on prescription drugs through price transparency and discount programs [2] - In Q1 2025, GoodRx's revenues reached $202.9 million, a 2.6% year-over-year increase, with adjusted EBITDA up 11% to $69.8 million [9] - Despite a decline in monthly active consumers (MACs), GoodRx experienced a 7% increase in revenue per MAC, driven by a favorable shift towards higher-margin prescription fills [10][11] - Future growth initiatives include scaling its e-commerce platform, expanding point-of-sale discount programs, and integrating non-covered drug prices into PBM plans [12][13] - GoodRx has $301 million in cash and a strong partner network, positioning it well to navigate macro uncertainties [14] Comparative Analysis - Year-to-date, OPRX shares have increased by 166.8%, while GDRX shares have only grown by 2.1% [15] - In terms of valuation, OptimizeRx trades at 2.16X forward Price/Sales, compared to GoodRx's 2.02X, with OptimizeRx holding a Value Score of D and GoodRx a Value Score of B [18] - Earnings estimates for 2025 show OPRX at 54 cents per share (63.6% increase) and GDRX at 38 cents per share (11.8% increase) [22] - OptimizeRx is gaining momentum through its subscription model and data-driven solutions, while GoodRx remains a strong consumer brand with retail and pharma integrations [23]