Equity Analyst, LightStream Research

Shifara Samsudeen, FCMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Capital Markets

GoodRx Holdings Inc / Equity Capital Markets

GoodRx (GDRX) offers a prescription aggregation platform in the US enabling healthcare professionals to provide prices from the platform directly to their patients at the point of prescribing. In addition, the company also offers telehealth services since 2019 through its own platform HeyDoctor and GoodRx telehealth marketplace.The company has filed for an IPO in the US and intends to raise around US$900m. In addition, GoodRx will also raise US$100m from a private placement from Silver Lake concurrent to its IPO.A majority of the recent IPOs in the US commanded lofty valuations despite them making massive losses while some of them did not even have a proper path to profitability. However, GoodRx has strong financials with a growing top line and track record of profits, and the company dominates a growing market.We discuss the details below.

GoodRx (GDRX) offers a prescription aggregation platform in the US enabling healthcare professionals to provide prices from the platform directly to their patients at the point of prescribing. In addition, the company also offers telehealth services since 2019 through its own platform HeyDoctor and GoodRx telehealth marketplace.The company has filed for an IPO in the US and intends to raise around US$900m. In addition, GoodRx will also raise US$100m from a private placement from Silver Lake concurrent to its IPO.A majority of the recent IPOs in the US commanded lofty valuations despite them making massive losses while some of them did not even have a proper path to profitability. However, GoodRx has strong financials with a growing top line and track record of profits, and the company dominates a growing market.We discuss the details below.

GoodRx IPO: A Healthy Prescription for Strong Topline Growth and Profits

United States

GoodRx Holdings, Inc. operates a digital healthcare platform. The Company develops tele-medicine platform and a free-to-use website. GoodRx Holdings serves customers in the United States.

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GoodRx Holdings Inc (GDRX US)

GoodRx IPO: A Healthy Prescription for Strong Topline Growth and Profits

GoodRx (GDRX) offers a prescription aggregation platform in the US enabling healthcare professionals to provide prices from the platform directly...

Shifara Samsudeen, FCMA, CGMA

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