GoodRx
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GoodRx (GDRX) investor relations material

GoodRx 44th Annual J.P. Morgan Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026

Industry trends and consumer behavior

  • Shifts in ACA subsidies and Medicaid coverage are increasing the uninsured and underinsured population, driving more consumers to seek cash options for prescriptions.

  • About 90% of users have insurance, but rising underinsurance is pushing more to use alternative savings platforms.

  • Drug affordability and accessibility remain central policy themes, but actionable solutions require public-private partnerships.

Retail pharmacy and business model evolution

  • Direct contracts now exist with nine of the top ten retailers, improving pharmacy margins and efficiency.

  • Brand point-of-sale buy-down programs are making branded prescriptions profitable for pharmacies.

  • Store closures, like Rite Aid’s, require active recapture of scripts, with 20–40% typically regained over time.

Subscription and manufacturer solutions growth

  • Launched condition-based subscriptions (ED, hair loss, weight loss) in 2025, focusing on branded therapies and industry-leading pricing.

  • Manufacturer Solutions drove over 40% year-over-year growth in 2025, fueled by pharma’s shift to direct-to-patient strategies.

  • New technology enables targeted outreach to healthcare providers, with 1.4 million HCPs using the platform annually.

What makes Script Corner competitively unique?
How do manufacturer solutions integrate with Rx?
What criteria guide new condition subscriptions?
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Q4 20252 Mar, 2026
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Frequently asked questions

GoodRx Holdings, Inc. provides consumer-oriented health care information and technology platform that enables consumers to access prescription drug prices and discounts, and the latest drug savings news and tips. It operates GoodRx.com, a consumer website for prescription savings; GoodRx for Healthcare Professionals, an online business portal for pharmacy professionals; and Weekly Dose of News, a monthly e-newsletter that compares prices, provides guidance on cutting health costs, and provides other money-saving discount tips.

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