GoodRx Strengthens Core Business With New Initiatives, Analyst Upgrades On Potential Opportunities
GoodRx Strengthens Core Business With New Initiatives, Analyst Upgrades On Potential Opportunities
RBC Capital Markets issued an upgrade for GoodRx Holdings Inc (NASDAQ:GDRX) shares.
加拿大皇家銀行資本市場發佈了GoodRx Holdings Inc（納斯達克股票代碼：GDRX）股票的上漲通知。
The analyst stated the Integrated Savings Program (ISP) and direct contracting (DC) initiatives, along with the expansion of its manufacturing solutions business, offered significant new growth opportunities and strengthened the stability of its core Rx transaction business.
該分析師表示，綜合儲蓄計劃（ISP）和直接合同（DC）舉措以及其製造解決方案業務的擴張提供了重要的新增長機會，增強了其核心Rx交易業務的穩定性。
Related: Change Healthcare Cyberattack: GoodRx Expects Low Single Digit Million-Dollar Impact In 2024.
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"We think this 'hybrid' approach presents both some incremental revenue opportunity while also better insulating GDRX from PBM-retailer disruptions like what happened with Kroger in mid-2022," RBC wrote.
加拿大皇家銀行寫道：“我們認爲這種'混合'方法既提供了一些增量收入機會，又可以更好地保護GDRX免受PBM零售商中斷的影響，例如克羅格在2022年年中發生的情況。”
GoodRx announced a new direct contracting agreement with Kroger Co. (NYSE:KR) earlier this month.
GoodRx宣佈與克羅格公司簽訂新的直接合同協議。（紐約證券交易所代碼：KR）本月早些時候。
As a result of the agreement, patients will be able to present a GoodRx coupon at Kroger Pharmacies to receive more savings on the expected patient price for most generics, beginning on June 1.
根據該協議，從6月1日開始，患者將能夠在克羅格藥房出示GoodRx優惠券，以便在大多數仿製藥的預期患者價格上獲得更多優惠。
With the initial selling and contracting largely completed — GoodRx has secured agreements with five pharmacy benefit managers (PBMs) and seven of the top 10 pharmacies, RBC writes the company has a clear path to achieving a mid-teens+ annual EBITDA growth rate over the next three years.
隨着最初的銷售和合同已基本完成——GoodRx已與五家藥房福利經理（PBM）和十大藥房中的七家簽訂了協議，加拿大皇家銀行寫道，該公司在未來三年內實現青少年中期以上的年度息稅折舊攤銷前利潤增長率有一條明確的道路。
The analyst noted this plan would help adjust the current 10x '25 EBITDA valuation to better reflect its growth rate and align it with the 14x peer average.
該分析師指出，該計劃將有助於調整當前10倍的25年息稅折舊攤銷前利潤估值，以更好地反映其增長率並使其與14倍的同行平均水平保持一致。
RBC has raised the price target from $8 to $10 and upgraded the stock from Sector Perform to Outperform.
加拿大皇家銀行已將目標股價從8美元上調至10美元，並將該股從行業表現上調至跑贏大盤。
GDRX Price Action: GoodRX Holdings shares are up 2.92% at $7.41 at publication on Thursday.
GDRX價格走勢：週四公佈時，GoodRx控股股價上漲2.92％，至7.41美元。
譯文內容由第三人軟體翻譯。