bearish

Ro

Ro Vs TrumpRx

156 Views19 Dec 2025 08:00
TL;DR: D2C telehealth platforms like Ro and Hims & Hers scaled from high-margin ED generics to even more lucrative GLP-1s, but Trump's TrumpRx platform now threatens to commoditize their obesity business. Sacra estimates that Ro hit $598M in annualized revenue in 2024, up 66% YoY from $360M in 2023. For more, check out our full report on Ro (dataset)...
What is covered in the Full Insight:
  • Introduction to Ro and Hims & Hers
  • Growth of GLP-1s in Telehealth
  • Impact of TrumpRx on Pricing
  • Strategic Opportunities in Employer Market
  • Partnerships with Pharmaceutical Companies
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  • Ro Vs TrumpRx
    19 Dec 2025
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