Overview
Please join us for a live discussion and Q&A with Mr. David Green, VP of Business Development at BenMedica on Thursday, November 19 at 10:00 AM ET. Hedgeye Health Care Sector Head Tom Tobin will be asking David about the nuts and bolts of the drug coupon space, how GDRX is tying all its offerings together for its 4.9MM active users, what the competition is doing/can do to remain relevant, and the importance of data/interoperability. Our initial bias was on the cautious side, and we want to dissect this opportunity further.
GDRX appears to be incredibly adept at finding pain points and entrenching itself as a viable, helpful option for consumers to navigate the overly complex U.S. medical economy and save [a lot of] money. It has been living quite profitably within the slice of the relationship between pharmacies and PBMs and has the most brand awareness of any drug coupon company. Adding telehealth via HeyDoctor and a partnership w/ KnowYourMeds for medication management makes sense to us, intuitively. What else, if anything is needed to propel GDRX to new heights and cement its role as the "problem solver" consumers so desperately want in health care? Will Amazon ruin the party or provide optionality? Join us to find out!
Health Care Speaker Call | How Good Can GoodRx Get? Please join us on Thursday, November 19, 2020, @ 10 AM ET - Add to Outlook Calendar Health Care: CLICK HERE for event details (including video and materials links). |
Speaker Bio
David Green is presently Vice President of Business Development at BenMedica (Jan 2019 - Present), a leader in reducing drug costs through enhanced formulary information. He has 25 years of experience in pharmacy technology, having been deeply involved throughout the evolution and growth of ePrescribing and HIT since 1995. His broad industry experience in leadership roles includes CVS Health/Caremark, Express Scripts, Eli Lilly & Company, ConnectiveRx, ZixCorp, Prematics, as well as numerous relevant consulting engagements.
GOODRX claims A huge TAM (ROLL-UP OF MULTIPLE large MARKETS)
in process of updating our OUR MODEL (To include all segments)
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Thomas Tobin
Managing Director
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