Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>GoodRx's recent results for the first quarter of 2025 reflected a mixed performance and strategic repositioning under the new leadership of CEO Wendy Barnes, who marked her first 100 days in the role.</li><li>The company reported total revenue of $203 million, a year-over-year increase of 3%, with prescription transaction revenue and manufacturer solutions growing by 2% and 17%, respectively.</li><li>GoodRx also achieved an adjusted EBITDA of $69.8 million, up 11% from the previous year, indicating a solid profit margin.</li></ul>

GoodRx's recent results for the first quarter of 2025 reflected a mixed performance and strategic repositioning under the new leadership of CEO Wendy Barnes, who marked her first 100 days in the role.The company reported total revenue of $203 million, a year-over-year increase of 3%, with prescription transaction revenue and manufacturer solutions growing by 2% and 17%, respectively.GoodRx also achieved an adjusted EBITDA of $69.8 million, up 11% from the previous year, indicating a solid profit margin.

GoodRx Holdings: Is The Growth in Pharma Manufacturer Solutions Here To Stay?

<ul><li>GoodRx, the company focused on providing users with discounts on prescriptions and other healthcare services, recently reported its financial results for the fourth quarter and full year of 2024.</li><li>The company highlighted several strategic initiatives and partnerships aimed at driving future growth, including enhanced partnerships with pharmacies, pharmaceutical manufacturers, and healthcare professionals.</li><li>In terms of financial performance, GoodRx posted fourth-quarter revenue of $198.6 million and an adjusted EBITDA of $67.1 million.</li></ul>

GoodRx, the company focused on providing users with discounts on prescriptions and other healthcare services, recently reported its financial results for the fourth quarter and full year of 2024.The company highlighted several strategic initiatives and partnerships aimed at driving future growth, including enhanced partnerships with pharmacies, pharmaceutical manufacturers, and healthcare professionals.In terms of financial performance, GoodRx posted fourth-quarter revenue of $198.6 million and an adjusted EBITDA of $67.1 million.

GoodRx Holdings: The Top 7 Influences on Its Performance for 2025 & the Future!

<ul><li>In reviewing the most recent earnings for GoodRx Holdings, Inc., the company posted mixed results for the third quarter of 2024, highlighting both achievements and challenges.</li><li>GoodRx reported an 8% year-over-year increase in total revenue, reaching $195.3 million, with adjusted EBITDA growing 21% year-over-year, reflecting a higher-than-expected margin.</li><li>The company's pharma manufacturer solutions segment showed substantial growth at 77% year-over-year, partially supported by the expansion of brand drug affordability programs.</li></ul>

In reviewing the most recent earnings for GoodRx Holdings, Inc., the company posted mixed results for the third quarter of 2024, highlighting both achievements and challenges.GoodRx reported an 8% year-over-year increase in total revenue, reaching $195.3 million, with adjusted EBITDA growing 21% year-over-year, reflecting a higher-than-expected margin.The company's pharma manufacturer solutions segment showed substantial growth at 77% year-over-year, partially supported by the expansion of brand drug affordability programs.

GoodRx Holdings: Can Its E-commerce Capabilities and Brand Drug Integration Help Tilt The Competitive Dynamics In Its Favor? - Major Drivers

<ul><li>GoodRx Holdings Inc.'s second quarter 2024 earnings presentation underscored a company benefiting from a complex healthcare environment yet facing substantial challenges that could sway its operational and financial trajectory.</li><li>The report delineated both strengths in strategic execution and hurdles related to broader industry and operational dynamics.</li><li>GoodRx continues to navigate a rapidly evolving healthcare landscape distinguished by significant pressure on pharmacy benefit managers (PBMs), shifting insurer coverage, and increasing consumer cost burden.</li></ul>

GoodRx Holdings Inc.'s second quarter 2024 earnings presentation underscored a company benefiting from a complex healthcare environment yet facing substantial challenges that could sway its operational and financial trajectory.The report delineated both strengths in strategic execution and hurdles related to broader industry and operational dynamics.GoodRx continues to navigate a rapidly evolving healthcare landscape distinguished by significant pressure on pharmacy benefit managers (PBMs), shifting insurer coverage, and increasing consumer cost burden.

GoodRx Holdings Inc.: Leveraging Biosimilars and Brand Partnerships To Catapult Their Growth! - Major Drivers

<ul><li>GoodRx's first quarter 2024 financial results illustrate a mix of strategic advancements and challenges, reflecting its efforts to adapt to a dynamic healthcare market.</li><li>The company has focused on enhancing its core offering, optimizing its Pharma Manufacturer Solutions, and spearheading innovations such as the Integrated Savings Program (ISP).</li><li>These initiatives are designed to cement GoodRx’s status within the healthcare value chain, emphasizing prescription affordability.</li></ul>

GoodRx's first quarter 2024 financial results illustrate a mix of strategic advancements and challenges, reflecting its efforts to adapt to a dynamic healthcare market.The company has focused on enhancing its core offering, optimizing its Pharma Manufacturer Solutions, and spearheading innovations such as the Integrated Savings Program (ISP).These initiatives are designed to cement GoodRx’s status within the healthcare value chain, emphasizing prescription affordability.

GoodRx Holdings: These Are The 4 Biggest Factors Why We Are Optimistic About This Drug Price Comparison Platform!  - Major Drivers

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 Holdings: Is The Growth in Pharma Manufacturer Solutions Here To Stay?

GoodRx's recent results for the first quarter of 2025 reflected a mixed performance and strategic repositioning under the new leadership of CEO...

Baptista Research

GoodRx Holdings: The Top 7 Influences on Its Performance for 2025 & the Future!

GoodRx, the company focused on providing users with discounts on prescriptions and other healthcare services, recently reported its financial...

Baptista Research

GoodRx Holdings: Can Its E-commerce Capabilities and Brand Drug Integration Help Tilt The Competitive Dynamics In Its Favor? - Major Drivers

In reviewing the most recent earnings for GoodRx Holdings, Inc., the company posted mixed results for the third quarter of 2024, highlighting both...

Baptista Research

GoodRx Holdings Inc.: Leveraging Biosimilars and Brand Partnerships To Catapult Their Growth! - Major Drivers

GoodRx Holdings Inc.'s second quarter 2024 earnings presentation underscored a company benefiting from a complex healthcare environment yet facing...

Baptista Research

GoodRx Holdings: These Are The 4 Biggest Factors Why We Are Optimistic About This Drug Price Comparison Platform! - Major Drivers

GoodRx's first quarter 2024 financial results illustrate a mix of strategic advancements and challenges, reflecting its efforts to adapt to a...

Baptista Research

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