Jan. 13 at 10:08 PM
$GDRX Wendy, can you just spend some time thinking about what you really hope investors will better understand about Goodrx as we move into 2026?
There's a lot that is continues to be misunderstood about Goodrx. The first of which would be that investors clearly understand what portion of our revenue is driven by these partnerships with manufacturer solutions. It is a durable model that conveys real value. Secondarily, that we're taking that value and we're sharing it across the ecosystem. So it's pushing back to partnerships with retail pharmacies. So in other words, our manufacturer solutions business is integrated with our marketplace that those two things are actually linked. And I think there's at present there's a pretty nascent understanding of that.
And lastly, I would want the market to better understand that from an employer perspective, given what we're doing with cash pricing, that they're absolutely a real business.
