GoodRx announced a new partnership with Viatris that will allow commercially insured patients to pay as low as $0–$4 for 17 of Viatris’s established brand drugs, while cash‑pay consumers can access discounts of up to 85% through GoodRx’s platform. The deal covers well‑known medications such as Lipitor®, Celebrex®, Viagra®, and Norvasc® and expands GoodRx’s Pharma Direct segment, which has been a key growth driver as the company shifts from a consumer‑discount model to a B2B2C ecosystem.
The partnership comes as GoodRx’s Pharma Direct revenue grew 41% to $151.4 million in 2025 from $107.2 million in 2024, driven by organic growth and expanded market penetration. In contrast, prescription transactions revenue fell 6% to $544.0 million in 2025, largely due to a decline in Monthly Active Consumers caused by retail pharmacy store closures and reduced volume in integrated savings programs.
GoodRx reported Q4 2025 revenue of $194.8 million and earnings per share of $0.09, both in line with analyst expectations. The company guided 2026 revenue to $750–$780 million, well below the consensus estimate of $815.9 million, which dampened enthusiasm for the partnership despite its strategic value.
Wendy Barnes, President and CEO, said the company “delivered a strong finish to the year by executing across our key priorities, expanding manufacturer partnerships, growing differentiated subscription offerings, and strengthening retail relationships.” She added that the partnership positions GoodRx to return to growth beyond 2026 and create long‑term value for consumers, partners, and shareholders.
Investors reacted cautiously to the lower 2026 revenue guidance, which fell short of consensus estimates, but the partnership is viewed as a positive step toward expanding GoodRx’s footprint in pharmacy workflows and capturing new revenue streams from manufacturer fees.
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