Consumerism in healthcare
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Gabelli and Columbia Business School to Host 7th Annual Healthcare Symposium
Globenewswire· 2025-10-06 12:00
GREENWICH, Conn., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Gabelli Asset Management will host the 7th Annual Healthcare Symposium with Columbia Business School at Convene 237 Park on Friday, November 14th, 2025. This half-day symposium will bring together leading healthcare executives and physicians to discuss current and future trends in the industry. Topics include the future of multi-cancer screening, empowering beneficiaries through consumerism, developments for aging in place, and vaccine access and developme ...
GoodRx Offers Value Proposition As Pharmacy Costs Shifts To Consumers: Analyst
Benzinga· 2025-05-19 18:14
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]