GDRX - A Podcast from Joe's Pros

GoodRx Holdings Inc.

Healthcare, TMT


Presented:02/23/2021
Price:$47.82
Cap:$18.66B
Current Price:$6.96
Cap:$2.64B

Presented

Date02/23/2021
Price$47.82
Market Cap$18.66B
Ent Value$21.30B
P/E Ratio903.97x
Book Value$1.94
Div Yield0%
Shares O/S390.28M
Ave Daily Vol2,025,259
Short IntN/A

Current

Price$6.96
Market Cap$2.64B
GoodRx Holdings, Inc. operates a consumer-focused digital healthcare platform. The firm offers information and tools to help consumers compare prices for prescription drugs. It operates applications and websites that provide prices and discounts at local and mail-order pharmacies. The company was founded in September 2015 and is headquartered in Santa Monica, CA.

Highlights

(00:00) Introduction 

(00:12) Outline Why you like this Idea

(01:09) GoodRx Role in Value Chain Relative to PBMs and Pharmacies

(03:59) Regulation Risk and Drug Pricing Differences 

(07:15) Model for Revenue and Cash Flows 

(11:32) Biggest Risk to Investment Thesis

(17:56) Universal Coverage Risk 

(19:39) Arkansas Legislation 

(22:34) Concluding Remarks 

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Idea Discussion

Commentor 1 - 2 weeks ago

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