Market Cap 38.91M
Revenue (ttm) 18.13M
Net Income (ttm) -6.86M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -37.84%
Debt to Equity Ratio 4.25
Volume 368,900
Avg Vol 17,556,119
Day's Range N/A - N/A
Shares Out 89.73M
Stochastic %K 2%
Beta N/A
Analysts Strong Buy
Price Target N/A

Company Profile

Wellgistics Health, Inc. engages in the wholesale and distribution of pharmaceutical products to pharmaceutical manufacturers and independent retail pharmacies in the United States. The company distributes generic and branded pharmaceuticals, as well as over-the-counter healthcare and consumer products. It also offers third-party logistics services that include warehousing, inventory management, pick and pack, and shipping to small and mid-size pharmaceutical manufacturers. It also operates Deli...

Industry: Pharmaceutical Retailers
Sector: Healthcare
Phone: 844 203 6092
Address:
3000 Bayport Drive, Suite 950, Tampa, United States
ShellcodeSage
ShellcodeSage Dec. 26 at 1:45 PM
$WGRX Risk appetite is present but conditioned on validation. Forecast discipline should become more precise and conservative. Missteps would reset expectations abruptly. Durable value creation requires execution to catch up with vision.
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SPYmyQQQ
SPYmyQQQ Dec. 22 at 4:03 PM
🚀 New Signal ✅ 🪙 $WGRX 🗓️ Dec 22, 2025 💵 Entry: $0.4828 🎯 Target (Opt.): $0.5659 (+17.21%) 👉 FREE TRIAL! spymyqqq/join/
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SPYmyQQQ
SPYmyQQQ Dec. 19 at 9:03 PM
🚀 New Signal ✅ 🪙 $WGRX 🗓️ Dec 19, 2025 💵 Entry: $0.4829 🎯 Target (Opt.): $0.5704 (+18.12%) 👉 FREE TRIAL! spymyqqq/join/
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Moe_NYC
Moe_NYC Dec. 16 at 3:46 AM
$WGRX it will dip and rip!
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Moe_NYC
Moe_NYC Dec. 15 at 9:04 PM
$WGRX news incoming!
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Moe_NYC
Moe_NYC Dec. 12 at 2:33 PM
$WGRX we need news
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Moe_NYC
Moe_NYC Dec. 10 at 7:45 PM
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Moe_NYC
Moe_NYC Dec. 10 at 7:43 PM
$WGRX is getting ready for lift off!
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Bullish808
Bullish808 Dec. 10 at 6:25 PM
$WGRX The departure of the former CEO needs to be addressed, but it may not be significant if the company continues to execute its established plans. As long as his exit does not hinder the company’s goals, the potential for continued growth remains strong
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Moe_NYC
Moe_NYC Dec. 9 at 9:03 PM
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Latest News on WGRX
Wellgistics Health Enters into LOI to Acquire Kare Rx Hub

Nov 4, 2025, 6:00 AM EST - 7 weeks ago

Wellgistics Health Enters into LOI to Acquire Kare Rx Hub


Wellgistics Health Converts $8.1M Debt to Equity

Jul 25, 2025, 7:45 AM EDT - 5 months ago

Wellgistics Health Converts $8.1M Debt to Equity


Wellgistics Names Mark DiSiena as New CFO

Apr 24, 2025, 7:40 AM EDT - 8 months ago

Wellgistics Names Mark DiSiena as New CFO


ShellcodeSage
ShellcodeSage Dec. 26 at 1:45 PM
$WGRX Risk appetite is present but conditioned on validation. Forecast discipline should become more precise and conservative. Missteps would reset expectations abruptly. Durable value creation requires execution to catch up with vision.
0 · Reply
SPYmyQQQ
SPYmyQQQ Dec. 22 at 4:03 PM
🚀 New Signal ✅ 🪙 $WGRX 🗓️ Dec 22, 2025 💵 Entry: $0.4828 🎯 Target (Opt.): $0.5659 (+17.21%) 👉 FREE TRIAL! spymyqqq/join/
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SPYmyQQQ
SPYmyQQQ Dec. 19 at 9:03 PM
🚀 New Signal ✅ 🪙 $WGRX 🗓️ Dec 19, 2025 💵 Entry: $0.4829 🎯 Target (Opt.): $0.5704 (+18.12%) 👉 FREE TRIAL! spymyqqq/join/
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Moe_NYC
Moe_NYC Dec. 16 at 3:46 AM
$WGRX it will dip and rip!
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Moe_NYC
Moe_NYC Dec. 15 at 9:04 PM
$WGRX news incoming!
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Moe_NYC
Moe_NYC Dec. 12 at 2:33 PM
$WGRX we need news
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Moe_NYC
Moe_NYC Dec. 10 at 7:45 PM
0 · Reply
Moe_NYC
Moe_NYC Dec. 10 at 7:43 PM
$WGRX is getting ready for lift off!
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Bullish808
Bullish808 Dec. 10 at 6:25 PM
$WGRX The departure of the former CEO needs to be addressed, but it may not be significant if the company continues to execute its established plans. As long as his exit does not hinder the company’s goals, the potential for continued growth remains strong
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Moe_NYC
Moe_NYC Dec. 9 at 9:03 PM
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Moe_NYC
Moe_NYC Dec. 9 at 8:53 PM
$WGRX very interesting!! Load up now!
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topstockalerts
topstockalerts Dec. 8 at 6:42 PM
Wellgistics Health launched commercial distribution of the diabetes drug Brenzavvy across its network of 6,500 independent pharmacies. The rollout targets the $16 billion U.S. SGLT-2 inhibitor market serving 33 million Type II diabetes patients, many of whom are uninsured or face high out-of-pocket costs. Leveraging its AI-driven EinsteinRx platform, Wellgistics is training pharmacists to educate patients and providers on Brenzavvy’s advantages versus rivals such as Jardiance, particularly in rural areas where diabetes rates are higher. Interim CEO Prashant Patel highlighted pharmacists’ role in improving outcomes without raising patient costs. The SGLT-2 market reached $16.8 billion in 2024 and is projected to grow to $28.9 billion by 2033, with the U.S. representing about 41% of demand. Wellgistics’ pharmacist-led education strategy aims to build Brenzavvy’s market share while creating new revenue opportunities for its pharmacy partners. $WGRX
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Moe_NYC
Moe_NYC Dec. 8 at 5:04 PM
$WGRX this is the week!
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SkylineCCG
SkylineCCG Dec. 8 at 4:46 PM
Skyline Corporate Communications Group, LLC highlights an important commercial milestone from our client, Wellgistics Health $WGRX , as the Company launches Brenzavvy®, its diabetes prescription drug, across the Wellgistics Pharmacy Network of 6,500+ independent pharmacies. Designed to expand access for the 33 million Americans living with type II diabetes, Brenzavvy enters a $16B SGLT-2 inhibitor market with a competitive cash price aimed at reducing out-of-pocket costs for uninsured and underinsured patients. This pharmacist-driven care model not only improves patient access but also introduces a new framework for next-generation reformulated drugs that offer meaningful, patient-specific advantages. 🔗 Check out more here: https://www.accessnewswire.com/newsroom/en/healthcare-and-pharmaceutical/wellgistics-health-announces-launch-of-diabetes-drug-brenzavvyr-to-we-1115365 #Wellgistics #WGRX #SkylineCCG #DiabetesCare #DigitalHealth #PharmacyInnovation #HealthcareTechnology #AIinHealthcare #PatientAccess #DrugLaunch Skyline is paid by $WGRX for IR services. Disclaimer 17(b): https://skylineccg.com/disclosures/
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Guy592
Guy592 Dec. 8 at 4:06 PM
$WGRX https://www.stocktitan.net/news/WGRX/wellgistics-health-announces-launch-of-diabetes-drug-brenzavvy-r-to-jtvn8fuukzxf.html
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Elevate1
Elevate1 Dec. 8 at 3:21 PM
$WGRX Today’s announcement finally demonstrates the full circle this company has come since I first posted in April. It had to deal with management changes as the board recognized the prior owner of the acquistions they made to form this company was inadequate to carry out the mission of using AI tech to tie the doctor, patient , pharmacist, drug company all together to solve why 30-40% of scrips do not get fulfilled. High out of pockets costs. The Theracos drug they launched today is a big deal. Given what Sod2’s great research predicts this is a major buy with a $9-10 upside in a year or so. This is a very undervalued drug play better for low cost customer acquistion and play on reaching the cash pay patients efficiently. This drug could easily be $150-200 mill on sales in 3 years. I am long and will trade at will!
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SOD2Enthusiast
SOD2Enthusiast Dec. 8 at 3:13 PM
$WGRX contd…Financial Risks Risk 1: Working capital requirements exceed projections • Scenario: Inventory buildup or A/R lag requires $10M+ in additional capital. • Impact: Free cash flow pressure; dilution if equity raise required. • Mitigation: WGRX raised $4M from IPO; can access capital markets; optimized supply chain. Risk 2: Operating leverage delayed • Scenario: OpEx doesn't scale as fast as revenue; operating margin falls from 20% to 15%. • Impact: Year 3 net income = $36M (vs. base case $47.6M); EPS = $0.40 (vs. $0.53). • Mitigation: Fixed platform architecture supports many drugs; management has executed OpEx discipline. X. BULL, BASE, AND BEAR CASES Bull Case (Probability: ~30%) Brenzavvy adoption exceeds guidance: Hit $5–6M/month by Q3 2026 (vs. $3–4M by Month 5). GLP-1 complement category scales faster: $120M+ revenue by Year 3 (vs. base case $80M). 5–6 drug categories active by Year 3: Obesity, generics, other affordable brands all scaling. EinsteinRx licensing deal signed: $10M+ annual recurring revenue (high-margin software). Operating margin reaches 22% by Year 3: Efficiency gains exceed expectations. Outcome: Year 3 revenue $400M+; net income $70M+; EPS $0.78; fair value $14.00+/share at 18× P/E. Base Case (Probability: ~50%) Brenzavvy achieves $126M Year 3 revenue per guidance. Multi-drug platform reaches $301M Year 3 revenue (Brenzavvy $126M + GLP-1 $80M + generics $30M + obesity $25M + other $40M). Operating margin holds at 20% through Year 3. Network effects accelerate adoption of each new drug category. EinsteinRx licensing generates $3–5M incremental ARR by Year 3 (upside to base case). Outcome: Year 3 revenue $301M; net income $47.6M; EPS $0.528; fair value $9.51/share at 18× P/E. Bear Case (Probability: ~20%) ⚠ Brenzavvy plateaus at $90–100M by Year 3 (slower prescriber adoption; payer resistance). ⚠ Only 2–3 drug categories active by Year 3 (partnership delays; market slower to adopt multi-drug thesis). ⚠ Operating margin falls to 16–17% (SG&A overhead higher than expected). ⚠ Competitive entry fragments market share. Outcome: Year 3 revenue $180M; net income $26M; EPS $0.289; fair value $5.20/share at 18× P/E. XI. CONCLUSION & RECOMMENDATION The Investment Case WGRX is not a single-drug company. It is a platform distributor for affordable pharmaceuticals with proven economics: • 50% gross margins (pharmaceutical wholesale to retail spread) • 20% operating margins achievable across all drug categories • $100M of new revenue = ~$0.18 EPS contribution (with no incremental R&D) Brenzavvy is proof-of-concept ($126M Year 3 revenue, $0.221 EPS, $3.98/share fair value). But the real value multiplier comes from replicating the platform across GLP-1 complements, obesity drugs, generics, and other affordable therapeutics. By Year 3, a fully scaled multi-drug platform could generate: • $301M platform revenue (7.2× from Year 1) • $47.6M net income (7.2× from Year 1) • $0.528 EPS (2.4× from Brenzavvy-only) • $9.51/share fair value at 18× P/E (2.4× from Brenzavvy-only) Current stock price (~$1.15) implies: • Market is pricing in bear-case or Brenzavvy-only scenario • 7–8× upside to base case fair value if platform executes Key Catalysts (2026–2028) 1. 2. 3. 4. Q3 2026: Platform revenue hits $43–50M annualized (validates on-track trajectory) Q1 2027: GLP-1 complement revenue accelerates; second major partnership announced Q4 2027: Platform revenue reaches $127M+ (proves 3× Year 1 growth trajectory) Q1 2028: Year 3 projections updated with visibility to $301M revenue; market re- rates valuation Investment Recommendation For value investors with 2–3 year horizon and tolerance for near-term volatility: • WGRX offers compelling risk/reward at current price • Base case $9.51/share (8× upside) assumes successful platform execution • Bull case $14.00+/share (12× upside) if GLP-1 and obesity categories scale faster For risk-averse investors: • Wait for Q3 2026 and Q1 2027 validation milestones before accumulating • At that point, platform thesis will be clearer; more patient buyers will have lower risk Downside protection: • Even Brenzavvy-only scenario supports $3.98/share (3.5× current price) • Platform failure would be dramatic; company would need to be fundamentally broken APPENDICES Appendix A: Unit Economics by Drug Category Brenzavvy (SGLT2 inhibitor): • Wholesale cost: ~$38/patient/month • Retail price: $47.85/patient/month • Gross margin: 20.2% • Annual revenue per patient: $574 • 1.4M patients by Year 3 = $801M total addressable revenue (at 50% capture, $126M) GLP-1 Complements: • Addressable: 12M patients on GLP-1s • Average annual spend per patient on complements: $600–800 • Gross margin: 50% (relatively high; manufacturing partners absorb costs) • 5% adoption by Year 3 = 600K patients = $360M$480M total addressable revenue (at 20% capture, $80M) Low-Cost Generics: • Addressable: 8M patients on eligible drugs • Average annual spend: $200–300 • Gross margin: 45% (lower due to competitive generics market) • 2% adoption by Year 3 = 160K patients = $32M$48M total addressable revenue (at 60% capture, $30M) Obesity/Weight Loss: • Addressable: 6M eligible patients (high BMI, motivated to lose weight) • Average annual spend: $1,200–1,500 • Gross margin: 50% • 1.5% adoption by Year 3 = 90K patients = $108M$135M total addressable revenue (at 20% capture, $25M) Appendix B: Sensitivity Analysis Year 3 EPS sensitivity to key variables: Brenzavvy-only scenarios: • If revenue = $100M (vs. $126M base): EPS = $0.176 (vs. $0.221) • If gross margin = 45% (vs. 50%): EPS = $0.198 (vs. $0.221) • If operating margin = 18% (vs. 20%): EPS = $0.199 (vs. $0.221) Multi-drug platform scenarios: • If Year 3 revenue = $250M (vs. $301M base): EPS = $0.438 (vs. $0.528) • If blended gross margin = 47% (vs. 49%): EPS = $0.505 (vs. $0.528) • If operating margin = 18% (vs. 20%): EPS = $0.475 (vs. $0.528) Appendix C: EinsteinRx Licensing Opportunity (Upside Not in Base Case) Hypothesis: By Q1 2027, WGRX has built sufficient EinsteinRx IP and proof-of-concept to license the platform to: • Major PBMs (CVS Caremark, Anthem Pharmacy, Humana Pharmacy) • Regional health systems and hospital networks • Employer direct pharmacy programs • International pharmacy networks Potential revenue: $10–20M annual recurring revenue (ARR) by Year 3 Gross margin: ~75–80% (software licensing; minimal variable cost) Impact: Not included in base case P&L, but represents meaningful upside if executed. Prepared by: Research and Analytics Division DISCLAIMER: This memorandum is for illustrative purposes and does not constitute investment advice. Forward-looking statements involve risks and uncertainties. Past performance does not guarantee future results. Consult a financial advisor before making investment decisions. Information based on publicly available data as of December 8, 2025
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SOD2Enthusiast
SOD2Enthusiast Dec. 8 at 3:12 PM
$WGRX contd…2. Network Effects Accelerate Adoption Brenzavvy launch (Year 1): • EinsteinRx integrated into ~150 physician practices GLP-1 complements (Year 2): • Same 150 practices see second switching opportunity • Engagement deepens; physicians become more comfortable with WGRX routing • Word-of-mouth accelerates adoption Multiple drugs by Year 3: • 300–500+ active physician practices • Each doctor interacts with WGRX for 4–6 different drug categories • Switching costs for physicians become high (inertia favors WGRX) Outcome: Adoption curve accelerates, not decelerates, as new drugs are added. 3. Data & AI Moat (EinsteinRx) What EinsteinRx learns over time: • Which patient phenotypes are most receptive to low-cost switching • Optimal timing for prescription intervention (timing of copay shock, etc.) • Which physicians are most responsive to affordability alerts • Segmentation by specialty, practice size, patient demographics Competitive advantage: • Competitors starting from scratch lack this data • WGRX's conversion rates improve year-on-year as AI optimizes • Moat strengthens with each new drug category added and data accumulated 4. Platform Stickiness Once EinsteinRx is integrated into physician EHR/e-prescribing workflow, it becomes the default tool for identifying affordability barriers. Switching costs are high because: • Physicians accustomed to automatic alerts • Training sunk cost for new staff • Integration with existing systems is tight V. TIMELINE: PLATFORM EXPANSION CATALYSTS Date Milestone Strategic Impact Dec 2025 Brenzavvy national launch (current) Proof-of-concept for platform Q1 2026 EinsteinRx reaches 200+ physician practices Early adoption; traction validation Q1 2026 GLP-1 complement products live (via Tollo partnership) Second revenue stream; multi-drug thesis begins Date Milestone Q2 2026 EinsteinRx reaches 300+ physician practices Q3 2026 Achieve $3–4M/month revenue run-rate (per guidance) Q3 2026 First obesity/weight-loss drug partnership announced Q4 2026 Platform revenue from 3+ drug categories (~$43M/month annualized) Q1 2027 EinsteinRx AI licensing deal with major PBM or health system Q2 2027 Generic SGLT2 or GLP-1 partnership signed Q4 2027 Year 2 revenue exit: $127M+ annualized 2028 Year 3 exit: $301M platform revenue, $47.6M net income, $0.53 EPS VI. VALUATION SUMMARY Strategic Impact AI adoption accelerates; platform engagement deepens Validates Year 1 trajectory Third drug category; platform extensibility proven 3× trajectory validated Recurring software revenue stream (high margin) Platform handles competitive entry gracefully On track for 3× to Year 3 Platform fully scaled Scenario Analysis: Single-Drug vs. Multi-Drug Scenario Year 3 Revenue Year 3 Net Income Year 3 EPS P/E 15× P/E 18× P/E 20× Brenzavvy Only $126M $19.91M $0.221 $3.32 $3.98 $4.42 Conservative Multi- Drug $200M $31.6M $0.351 $5.27 $6.32 $7.03 Base Case Multi-Drug $301M $47.56M $0.528 $7.93 $9.51 $10.57 Optimistic Multi-Drug $380M $60.0M $0.667 $10.00 $12.00 $13.34 Current stock price (~$1.15) implies: Market is pricing in a 50% probability of Brenzavvy-only scenario or heavily discounting execution risk on platform scaling. Platform premium (Base Case at 18× P/E): $9.51 − $3.98 = $5.53/share VII. WHY THE PLATFORM MATTERS: THE REAL THESIS Every $100M of New Revenue Adds ~$0.18 EPS Under WGRX's margin structure (50% gross, 20% operating, 21% tax, 90M shares): $100𝑀 × 20% × (1 − 21%) EPS per $100M new revenue= 90𝑀 shares= $0.176 This is the power of the platform: • Brenzavvy alone: $126M revenue → $0.221 EPS • Add GLP-1 complements ($80M): +$0.14 EPS → $0.36 total • Add generics ($30M): +$0.05 EPS → $0.41 total • Add obesity drugs ($25M): +$0.04 EPS → $0.46 total • Add other partnerships ($40M): +$0.07 EPS → $0.53 total Each new drug category that WGRX successfully launches on the platform contributes $0.04–$0.14 EPS with: • No new R&D investment • No new pharmacy network build-out • Minimal incremental SG&A • Reuse of existing EinsteinRx infrastructure This is why the platform is valuable: It's a repeatable, scalable distribution and AI engine that any affordable drug manufacturer can plug into. VIII. COMPETITIVE MOAT & DIFFERENTIATION WGRX Platform vs. Competitors Factor WGRX Competitors (PBMs, GPOs, Amazon Pharmacy) Pharmacy network 6,500+ independents; direct relationships Fragmented, PBM-controlled, or limited AI/routing EinsteinRx; purpose-built for affordability Generic prescription management; no affordability focus Margin model 50% gross, 20% operating on low-cost drugs 5–8% on traditional distribution (margin-poor) Factor WGRX Competitors (PBMs, GPOs, Amazon Pharmacy) Drug partnerships Direct to manufacturers of affordable drugs Intermediaries; rebate extraction model Prescriber integration Embedded in EHR; automatic decision support External tools; requires manual lookup Time to market New drug to network in 6–8 weeks 12–24 weeks (regulatory, contracting) R&D burden None (pure distribution platform) Heavy (drug development, clinical trials) Scale economics Fixed platform cost supports unlimited drugs Linear cost structure per product Network Effects: The Virtuous Cycle 1. Brenzavvy proves the model (2025–2026): EinsteinRx shows strong adoption among affordability-conscious prescribers. 2. GLP-1 complements enter (Q1 2026): Same physician practices see second benefit; engagement deepens. 3. Obesity drugs, generics follow (2026–2027): Practices become reliant on WGRX for affordability routing. 4. Switching costs rise: Doctors now expect WGRX to identify affordable options across 5+ categories. 5. New drug adoption accelerates: By Year 3, each new category scales faster than the previous one. 6. Competitive moat widens: Data, prescriber relationships, and pharmacy network become increasingly hard to replicate. IX. RISK FACTORS & MITIGATIONS Execution Risks Risk 1: Slower EinsteinRx physician adoption • Scenario: Physicians slower to integrate; adoption takes 18–24 months vs. 12. • Impact: Year 2 platform revenue = $100M; Year 3 = $225M (vs. base case $301M). • Mitigation: WGRX can pivot to simpler incentive models (CPE credits, practice- building grants). Risk 2: Adverse clinical signals on Brenzavvy or partner drugs • Scenario: Safety issue emerges; prescriber trust erodes. • Impact: Brenzavvy revenue plateaus at $80–100M; platform slows. • Mitigation: Diversified portfolio (5+ drugs by Year 3) reduces single-product dependency. Risk 3: PBM/payer pushback restricting low-cost alternatives • Scenario: Major plans restrict Brenzavvy formulary or demand rebates, compressing margins. • Impact: Gross margin declines from 50% to 45%; operating margin falls from 20% to 16%. • Mitigation: WGRX can platform around PBMs (direct-to-consumer, employer direct, government programs). Market Risks Risk 1: Larger competitors copy the model • Scenario: Amazon Pharmacy, CVS, or Ro Health launch similar AI-driven affordability routing. • Impact: Market share fragmentation; volume growth slows. • Mitigation: First-mover data advantage; prescriber relationships; brand recognition in affordability niche. Risk 2: Generic entry faster than expected • Scenario: GLP-1 generics launch by 2026 (vs. 2027–2028), compressing margins. • Impact: GLP-1 complement margins fall from 50% to 35%; overall blended margin declines. • Mitigation: WGRX pivots to distributor of low-cost generics; volume surges even if per-unit margin falls.
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SOD2Enthusiast
SOD2Enthusiast Dec. 8 at 3:11 PM
$WGRX EXECUTIVE SUMMARY Investment Thesis: Wellgistics Health (WGRX) is a platform distributor for affordable pharmaceuticals, with Brenzavvy (bexagliflozin) serving as proof-of-concept. The company's business model is characterized by 50% gross margins (buy at wholesale, sell at retail) and targets a 20% operating margin after SG&A, with no R&D burden. While Brenzavvy alone generates modest returns ($126M Year 3 revenue, $19.9M net income, $0.221 EPS), the true value multiplier comes from replicating the platform across multiple drug categories. By Year 3, a multi-drug portfolio (Brenzavvy, GLP-1 complements, obesity drugs, generics, and other brands) could generate $301M in revenue, $47.6M in net income, and $0.528 EPS—representing a $5.53/share premium and a $9.51/share fair value at 18× P/E (vs. $3.98 for Brenzavvy-only). Key value drivers: • 50% gross margins on pharmaceutical distribution (wholesale to retail spread). • 20% operating margin achievable across all drug categories (no R&D, fixed platform cost). • 6,500+ pharmacies already in network; minimal incremental cost per new drug. • EinsteinRx AI scales seamlessly to identify patients and prescribers for new drug categories. • Network effects: Each drug added deepens physician engagement and accelerates adoption of subsequent drugs. • First-mover advantage in AI-driven prescription routing for affordable drugs. I. BRENZAVVY-ONLY MODEL: 50% GROSS, 20% OPERATING MARGIN (90M SHARES) Revenue Ramp (Year 1–3) Based on company guidance of $3–4M/month by Month 5, with growth to 3× that run rate ($12M/month) by Year 3: Year 1 Detailed Monthly Build-Out Month Revenue Month Revenue 1 $0.2M 7 $5.0M 2 $0.5M 8 $5.2M 3 $1.0M 9 $5.4M 4 $2.0M 10 $5.6M 5 $4.0M 11 $5.8M 6 $4.5M 12 $6.0M Year 1 annual revenue: $42M (exit run rate: $6.0M/month) 3-Year P&L: Brenzavvy Only Metric Year 1 Year 2 Year 3 Revenue $42M $102M $126M Gross profit (50% margin) $21.0M $51.0M $63.0M Metric Year 1 Year 2 Year 3 Operating expenses (30% of revenue) $12.6M $30.6M $37.8M Operating income (20% margin) $8.4M $20.4M $25.2M Taxes (21%) $1.76M $4.28M $5.29M Net income $6.64M $16.12M $19.91M EPS (90M shares) $0.074 $0.179 $0.221 Brenzavvy-only valuation (Year 3): • At 15× P/E: $3.32/share • At 18× P/E: $3.98/share • At 20× P/E: $4.42/share Key insight: Even Brenzavvy alone, with your 50/20 margin structure and no R&D, generates solid returns: $0.22 EPS by Year 3, implying a $3.98 fair value per share at 18× P/E. II. MULTI-DRUG PLATFORM: THE REAL VALUE DRIVER Critical thesis: Brenzavvy is proof-of-concept for WGRX's platform. Once validated, the same 6,500-pharmacy network and EinsteinRx AI can be leveraged to distribute multiple drug categories with zero incremental R&D and minimal fixed cost additions. Multi-Drug Revenue Build-Out WGRX's platform expansion targets: 1. Brenzavvy (SGLT2 inhibitor) • Addressable: 1M cash-pay + 3M high-copay patients = 4M total • Year 3 revenue: $126M 2. GLP-1 Complement Products (via Tollo Health partnership) • Addressable: 12M patients on GLP-1s; addressing side effects (nausea, fatigue, GI distress) • Year 2 launch: $15M → Year 3: $80M 3. Low-Cost Generics & Alternatives • SGLT2 generics (canagliflozin, empagliflozin generics entering market) • GLP-1 generics (launching 2027–2028) • Year 2: $5M → Year 3: $30M 4. Obesity/Weight Loss Drugs • Compounded versions, supplement stacks, lower-cost alternatives to tirzepatide/semaglutide • Year 3 launch: $25M 5. Other Affordable Brand Partnerships • EinsteinRx identifies additional manufacturers and patient segments • Year 2: $5M → Year 3: $40M Platform Revenue Progression Drug Category Year 1 Year 2 Year 3 Growth Brenzavvy $42M $102M $126M 3.0× GLP-1 Complements — $15M $80M Launch → scale Low-cost Generics — $5M $30M Launch → scale Obesity/Weight Loss — — $25M New category Drug Category Year 1 Year 2 Year 3 Growth Other partnerships — $5M $40M Incremental TOTAL PLATFORM $42M $127M $301M 7.2× III. MULTI-DRUG PLATFORM EARNINGS (90M SHARES) Key Assumptions • Blended gross margin: 50% (Brenzavvy), declining to 48–49% (due to lower- margin generics and complements) • Operating margin target: 20% of total platform revenue (uniform across all categories) • Rationale: Each new drug leverages the same 6,500 pharmacies and EinsteinRx AI; minimal incremental SG&A • No R&D costs: No drug development; platform is purely distribution and AI- driven routing 3-Year P&L: Multi-Drug Platform Metric Year 1 Year 2 Year 3 Total revenue $42M $127M $301M Blended gross margin 50.0% 48.0% 49.0% Metric Year 1 Year 2 Year 3 Gross profit $21.0M $61.0M $147.5M Operating expenses (30% of revenue) $12.6M $38.1M $90.3M Operating income (20% margin) $8.4M $25.4M $60.2M Taxes (21%) $1.76M $5.33M $12.64M Net income $6.64M $20.07M $47.56M EPS (90M shares) $0.074 $0.223 $0.528 Multi-drug platform valuation (Year 3): • At 15× P/E: $7.93/share • At 18× P/E: $9.51/share • At 20× P/E: $10.57/share IV. PLATFORM ECONOMICS: WHY THIS WORKS 1. Zero Marginal Distribution Cost Brenzavvy economics (Year 1): • Fixed cost to on-board 6,500 pharmacies, train staff, set up systems: ~$5M • Per-patient delivery cost: negligible (pharmacy already integrated) GLP-1 complements, generics, obesity drugs (Year 2–3): • No incremental pharmacy on-boarding (already in network) • Add new drug to existing systems: minimal cost • Gross margins: 48–50% (same distribution economics) • Operating margin: 20% (same SG&A leverage) Result: Each $100M of new platform revenue adds approximately: • Gross profit: $49–50M • Operating income: $20M (at 20% margin) • Net income: $15.8M (after 21% taxes) • EPS contribution: $0.176 per share (on 90M shares)
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Thestocktraderhubzee
Thestocktraderhubzee Dec. 8 at 1:09 PM
$WGRX Wellgistics Health Begins Commercial Launch Of Diabetes Prescription Drug Brenzavvy To Wellgistics Pharmacy Network
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Moe_NYC
Moe_NYC Dec. 5 at 8:00 PM
$WGRX load up
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X_____
X_____ Dec. 5 at 3:28 PM
$WGRX Dec 19 each share holders gonna receive COIN/SHARE deal. LOAD MORE ❤️
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