- GoodRx has been one of the victims of the fear, uncertainty and doubt currently being propagated in the digital healthcare realm.
- According to the market presently, there's something of a mutually-assured destruction agreement among players such as GoodRx, Teladoc, Hims & Hers Health, and Amazon.
- In this note, we will explore the GoodRx platform to ascertain whether the company can capture value in what the market believes to be a crowded space.
- We rate GoodRx a buy at its current levels of approximately $40/share.
For further details see:
GoodRx: The Good Doctor Has Come To Deliver Market-Beating Returns