GOODRX HOLDINGS INC. CL.A

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the launch of a new subscription service for erectile dysfunction (ED). Designed to meet consumers where they are and remove common barriers such as high costs, long wait times, and inconvenience, this all-in-one solution offers a fast, discreet, and affordable option for ED treatment. A new report from GoodRx reveals a clear gap in care: nearly 1 in 3 U.S. men.» Mehr auf businesswire.com

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the launch of GoodRx Community Link. Designed to address the industry challenges that independent community pharmacies face around complex reimbursement models and competitive pressures, Community Link leverages a cost-plus pricing model based on NADAC to provide predictable pricing and favorable economics. This announcement showcases GoodRx's commitment to help.» Mehr auf businesswire.com

I'm reiterating my Buy rating on GoodRx, as its valuation is compelling and the business is showing signs of stabilization under new leadership. GoodRx's recurring revenue base, expanding pharma partnerships, and robust EBITDA margins support the investment thesis for a rebound. Despite risks like Rite Aid's bankruptcy and flat consumer growth, GoodRx's direct pharma channel is growing double digits and offsetting headwinds.» Mehr auf seekingalpha.com