Luismario Higuera's questions to GoodRx Holdings Inc (GDRX) leadership • Q4 2024
Question
Luismario Higuera from Citigroup Inc., on for Daniel Grosslight, asked about GoodRx's current work with GLP-1 manufacturers and how that relationship might evolve as supply constraints ease.
Answer
CEO Wendy Barnes explained that GoodRx is already partnering with GLP-1 manufacturers on their co-pay coupon programs, driving significant traffic. With payer coverage for these drugs tightening, she stated GoodRx is in active dialogue to secure a competitive point-of-sale cash price, viewing it as a matter of 'when, not if.' CFO Chris McGinnis added that these high-level discussions exemplify their strategy across the entire pharmacy ecosystem.