Group 1 - The panel discussion focuses on empowering beneficiaries through consumerism in the healthcare sector [1] - Key participants include portfolio managers and executives from various companies such as Gabelli Funds, HealthEquity, WEX, Aetna, and Oscar Health [2]

Core Insights - Gabelli Asset Management is hosting the 7th Annual Healthcare Symposium in collaboration with Columbia Business School on November 14, 2025, focusing on key trends in the healthcare industry [1] Agenda Overview - The symposium will feature opening remarks by Kevin Dreyer, Co-CIO Value at Gabelli Asset Management, followed by discussions on various topics [3] - The first session will cover the future of multi-cancer screening, moderated by Carri Chan from Columbia Business School, with speakers from Quest Diagnostics, Exact Sciences, and Guardant Health [4] - The second session will focus on empowering beneficiaries through consumerism, moderated by Daniel Barasa, featuring representatives from HealthEquity, WEX, Aetna, and Oscar Health [5] - The third session will address developments for aging in place, moderated by Rebecca Stern, with insights from InnovAge, SCAN, Signify Health, and DispatchHealth [5] - The final session will discuss vaccine access and development, moderated by Elena Meng, with contributions from Merck, Columbia Mailman School of Public Health, AbbVie, and Columbia Irving Medical Center [6]

Group 1 - JP Morgan analyst Lisa C. Gill revised her 2025 outlook on GoodRx Holdings (GDRX) following the company's first-quarter earnings, reaffirming an Overweight rating and maintaining a $7 price forecast [1][6] - GoodRx reported first-quarter 2025 revenue of $203 million, exceeding the estimate of $202.21 million, representing a 3% year-over-year increase. Adjusted EBITDA rose to $69.8 million, with margins improving to 34.4% from 31.7%. Net income was $11.1 million, reversing a $1 million loss from the previous year [1] - The company reaffirmed its full-year 2025 revenue outlook of $810-$840 million and raised its adjusted EBITDA forecast to $273–$287 million, compared to $260.2 million in 2024 [3] Group 2 - Pharma Manufacturer Solutions' revenue climbed 17%, while subscription revenue declined 7%, primarily due to the phaseout of the Kroger Savings Club [2] - Gill slightly revised her 2025 revenue estimate downward to $817 million, citing approximately $5 million in Rite Aid headwinds, offset by strength in Pharma Manufacturer Solutions and improved margins. Adjusted EBITDA projection was increased to $279 million, reflecting 7% growth and a 135 basis-point margin expansion to 34.2% [4] - The trend of pharmacy costs shifting to consumers and efforts by pharmacies/PBMs to capture abandoned scripts create a favorable environment for GoodRx's value proposition, with anticipated solid growth and margin expansion due to ISP adoption and increased consumerism in healthcare [5]