GoodRx Raises Guidance with Double-Digit Growth Driven by Pharma Partnerships

GoodRx Holdings, Inc. (NASDAQ:GDRX) has raised its full-year growth forecast from 20% to 30% due to a 32% increase in revenue from its pharma manufacturer solutions segment. The company is diversifying its business beyond traditional prescription savings cards and strengthening its role as a key marketing partner for pharmaceutical companies. It is also expanding its consumer offerings through subscription-based services and undergoing a brand relaunch to boost engagement and market share.

GoodRx Holdings, Inc. (NASDAQ:GDRX) has significantly enhanced its outlook for the full year, raising its growth forecast from 20% to 30%. This revised projection is primarily driven by a 32% increase in revenue from its pharma manufacturer solutions segment [1]. The company is expanding its business beyond traditional prescription savings cards and strengthening its role as a key marketing partner for pharmaceutical companies.

In the second quarter of 2025, GoodRx reported revenue of $203.1 million, which represented a 1.2% year-on-year growth, falling short of Wall Street’s expectations by 1.3% [1]. Despite this, the company's non-GAAP profit per share of $0.09 was in line with analysts’ consensus estimates [1].

The company's Chief Executive Officer, Wendy Barnes, highlighted the robust performance of pharma manufacturer solutions, which grew by 32% year-over-year. This growth was attributed to strengthening relationships with pharmaceutical brands and demonstrating a strong return on investment through direct-to-patient engagement and targeted affordability programs [1].

GoodRx is also diversifying its consumer offerings through subscription-based services and undergoing a brand relaunch to boost engagement and market share. The company aims to launch new condition-focused subscription services, such as weight loss and hair loss treatments, leveraging its large existing user base [1].

Additionally, the company is shifting toward direct engagement with both pharma manufacturers and employers, targeting brand drug access and improved point-of-sale pricing. This strategy is expected to offset recent PBM program headwinds and materialize benefits in 2026 [1].

GoodRx's stock currently trades at $3.44, down from $4.35 just before the earnings report. The company is focusing on recapturing lost prescription volume from Rite Aid store closures and PBM disruptions, sustaining growth in pharma manufacturer solutions, and the profitability of new subscription products [1].

References:
[1] https://finance.yahoo.com/news/gdrx-q2-deep-dive-headwinds-134545083.html