$GDRX

Amazon (AMZN) and GoodRx (GDRX) are offering flat-fee prescription plans targeting Americans with thinning insurance coverage. Amazon's plan starts at $5/month, while GoodRx's Companion plan costs $14.99/month and includes telehealth discounts. Both companies aim to secure recurring revenue, but GoodRx faces more pressure as its core business model is challenged. Amazon closed at $249.15 on September 30, up 13% YoY, while GoodRx closed at $3.29, down over 33% YoY.

Amazon and GoodRx report growth in their prescription drug subscription services, which cost $5 to $14.99 monthly. GoodRx's subscription revenue rose 39% YoY to $28.5M. Both companies' shares have risen this year, with GoodRx up 22% and Amazon up 7%. Analysts note these services help consumers manage rising healthcare costs, including those with insurance.

A US judge is set to approve a $32 million settlement for GoodRx and Criteo, resolving privacy allegations. This is the third iteration of the settlement. Both companies are involved in the case.

GoodRx launched a family healthcare subscription, Companion, for $24.99/month, offering 250 generic medications and discounted medical services. The program will launch as an employer benefit in 2027. CEO Wendy Barnes cited rising healthcare costs and insurance gaps as key drivers. GoodRx's subscription revenue grew 39% YoY in Q2, with Companion uptake exceeding expectations. Employers expect healthcare costs to rise 9.2% in 2027, per the Business Group on Health.

GoodRx (GDRX) launched the Companion Family Plan, extending its healthcare subscription to cover the entire household, including pets. The plan, priced at $24.99/month or $16.99/month annually, covers up to four dependents and offers free generic medications, discounts on healthcare services, and online care visits. The company aims to expand its subscription offerings and support retail pharmacy partners.

Evolent Health (EVH) reported Q2 revenue of $652.5M, up 46.9% YoY, beating estimates. Astrana Health (ASTH) reported $972.5M, up 48.5%, missing estimates. Tandem Diabetes (TNDM) reported $254.6M, up 5.8%, in line with estimates. GoodRx (GDRX) reported $200.4M, down 1.3%, beating estimates. All stocks rose post-earnings.

Bank of America Securities maintained a Buy rating on Jazz Pharmaceuticals (JAZZ) with a $307 price target, while TipRanks upgraded it to Buy with a $282 target. GoodRx Holdings (GDRX) was kept at Sell with a $2.65 target by the same analyst, and Barclays also rated it Sell with a $4 target.

FRANCISCO PARTNERS IV, L.P. sold 1,567,044 indirectly-held shares of GoodRx Holdings, Inc. (GDRX) at an average of $3.50 ($3.44–$3.51, $5.48M total) across 8 trades over 2026-08-24 to 2026-08-26. Filed jointly with FRANCISCO PARTNERS IV-A, L.P. (10% owner), Francisco Partners GP IV, L.P. (10% owner), Francisco Partners GP IV Management Ltd (10% owner) and Francisco Partners Management, LP (10% owner).

FRANCISCO PARTNERS IV, L.P. sold 1,193,951 indirectly-held shares of GoodRx Holdings, Inc. (GDRX) at an average of $3.52 ($3.50–$3.53, $4.20M total) across 6 trades over 2026-08-19 to 2026-08-21. Filed jointly with FRANCISCO PARTNERS IV-A, L.P. (10% owner), Francisco Partners GP IV, L.P. (10% owner), Francisco Partners GP IV Management Ltd (10% owner) and Francisco Partners Management, LP (10% owner).

GoodRx reported Q2 revenue of $200.4M, down 1%, and raised its full-year outlook, citing a projected 70% revenue increase from Pharma Direct. Oscar Health reported first-half 2026 results with revenue up 70% to $4.9B and record profitability, attributing gains to its AI platform and “Oswal” tools. Both cited shifting consumer insurance needs.