Goodrx Holdings Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript - Thomson StreetEvents

Goodrx Holdings Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript

Goodrx Holdings Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript - Thomson StreetEvents
Goodrx Holdings Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript
Published Nov 18, 2020
12 pages (7740 words) — Published Nov 18, 2020
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of GDRX.OQ presentation 18-Nov-20 3:15pm GMT

  
Brief Excerpt:

...Okay. Good morning, everybody. I'm Mark Mahaney, Head of Internet Research here at RBC. My colleague, Sean Dodge, and I are thrilled to host GoodRx. We have Doug Hirsch, who's the co-Founder and co-CEO; and Karsten Voermann, who's the CFO. We've got only 30 minutes. We're going to go through a series of questions. There's a Q&A box at the bottom right. If you want to ask any questions, please type them in. I'm going to start off and then swing it over to Sean for questions....

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Goodrx Holdings Inc
Ticker
GDRX.OQ
Time
3:15pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : Yes. And I guess -- so obviously, big news out of the channel yesterday with Amazon launching its pharmacy efforts. Could you maybe just kind of walk us through the different elements of that and how you see that affecting GoodRx? And then maybe you can weave in some comments around your competitive differentiation there, the strength of your moat -- levers you can pull that -- to maybe widen that moat here?

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : And then maybe, Doug, you touched on it a little bit here, but if you could kind of walk us through the -- hey, any initial analysis you've done, the efficacy of the Amazon discount card versus GoodRx. You guys are sourcing data. You're able to cherry-pick across many different PBM contracts. Amazon looks like it's only really being driven by one. So any kind of initial data or thoughts you have on how the discounts under the 2 different cards can vary or compare?

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : Okay. If we look to the PBMs with the other retailers, is there any chance those become more of a competitive threat? Now could Amazon's announcement elicit some type of competitive response from somebody like a Walmart or a CVS or a Walgreens that could impact you one way or the other?

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : Okay. And then one more for me before I spin it back to Mark. Maybe on the election now that we're mostly hopefully on the other side of that, what are you think the implications of that for GoodRx? Are there any kind of key regulatory issues outstanding that could potentially have a meaningful impact on your business?

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : Sounds good. Mark, I'll turn it over to you.

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : You're on mute, Mark.

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : Yes, yes. Maybe just here in the last -- there was a question that came in, asking you just for some clarification on a point. I think, Doug, you made -- and I think it's an important one. You mentioned Amazon's offering the discount card, mostly because they're contractually obligated to in order to show prices on their website. Are we understanding that right?

Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst : Okay, great. That's our 30 minutes, went quick. Mark, any closing comments or anything else?

Table Of Contents

Goodrx Holdings Inc at JPMorgan Healthcare Conference (Virtual) Transcript – 2021-01-13 – US$ 54.00 – Edited Transcript of GDRX.OQ presentation 13-Jan-21 7:50pm GMT

Goodrx Holdings Inc at Goldman Sachs Technology and Internet Conference (Virtual) Transcript – 2021-01-12 – US$ 54.00 – Edited Transcript of GDRX.OQ presentation 12-Jan-21 7:50pm GMT

Goodrx Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript – 2020-12-10 – US$ 54.00 – Edited Transcript of GDRX.OQ presentation 10-Dec-20 6:00pm GMT

Goodrx Holdings Inc at UBS Global TMT Conference (Virtual) Transcript – 2020-12-08 – US$ 54.00 – Edited Transcript of GDRX.OQ presentation 8-Dec-20 7:50pm GMT

Goodrx Holdings Inc at Credit Suisse Technology Conference (Virtual) Transcript – 2020-12-03 – US$ 54.00 – Edited Transcript of GDRX.OQ presentation 3-Dec-20 5:50pm GMT

Goodrx Holdings Inc Q3 2020 Earnings Call Transcript – 2020-11-12 – US$ 54.00 – Edited Transcript of GDRX.OQ earnings conference call or presentation 12-Nov-20 1:30pm GMT

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Thomson StreetEvents. "Goodrx Holdings Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript" Nov 18, 2020. Alacra Store. May 25, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Goodrx-Holdings-Inc-at-RBC-Global-Technology-Internet-Media-and-Telecommunications-Conference-Virtual-T13508489>
  
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Thomson StreetEvents. (2020). Goodrx Holdings Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript Nov 18, 2020. New York, NY: Alacra Store. Retrieved May 25, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Goodrx-Holdings-Inc-at-RBC-Global-Technology-Internet-Media-and-Telecommunications-Conference-Virtual-T13508489>
  
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