After the latest launch of TrumpRx it quickly became obvious that it is just a nice design, which relates on GoodRX technology. For details read the FT Artikel, the announcement of Pfizer, and the Investor News of GDRX.
Which was feared to be the GDRX killer will now give them extra traffic.
So why only a small pop yesterday which retreated already?
Is the business or the balancesheet flawed?
No, even with a decining legacy business in the higher single digits, revenue grew powerd by stellar pharmacy solutions growth of over 50 percent YoY.
Freecashflowmargin is expanding rapidly towards 58 percent up from around 40.
Currently GDRX ist trading at a rediculous x4.08 times forward price/Cashflow and a x3.88 EV/EBITDA.
Marketcap is around 780 Mio. USD with 270 Mio im cash on hand and 545 Mio. in debt. Interest ist covered over x10 times by FCF.
Yeah there are risks by other competitors but noone, even comes close to the pricing tech, data point intensity and structure they own.
Folks, tell me what you think.
Please have mercy tho, since its my first post and i am forced to write it on my smartphone during meetings. Also english is not my native language.
Disclaimer: This is not financial advice and i am truly unlucky at thinking sometimes. Still i opened a position yesterday evening.
https://markets.ft.com/data/announce/detail?dockey=600-202602051944BIZWIRE_USPRX____20260205_BW677365-1
Posted by _SirShackleton_
9 Comments
Could make some short term plays on it if you time it with speeches.
But its hard to go long on TACO.
TrumpRX is a scam and is only deployed to impact mark cubans actual drug company
ER is 2/25 – so, we’re buying ASS TO MOUTH calls
I’m gonna need a tldr
This is Wallstreetbets, the real question is:
“Can we get cheap adderall, benzos, and viagra on trumpRX or not?“
If yes, calls
If no, puts
But how does GDRX make money off this?
I got burned on this in the 5s on the previous sell the news event.. i bought the news i guess. Either way, its down 95 percent in the last 5 years. Might be nice for a quick scalp, or become a bag holder again. I stay away but good luck!
1) Debt
2) Declining earnings.
The carnival is closed, and disciplined balance sheets is the name of the game for the next couple of years. Sucks it’s going to be so f’n boring!
Bro that is a penis stock