GoodRx's Pharma Direct grows 82% as it expands direct drug pricing and subscription services.

GoodRx's Pharma Direct unit, which connects drug manufacturers directly to consumers with set pricing, grew 82% year over year in Q1 2026, handling over one third of Wegovy pill sales shortly after launch. While traditional prescription transaction revenue fell 24%, GoodRx expanded its subscription services by 16%, driven by weight loss therapies and broad pharmacy access without insurance requirements. The company is also developing branded storefronts and AI tools to enhance drug affordability and plans to grow Pharma Direct revenue by over 50% in 2026 amid rising out-of-pocket drug costs and insurance coverage gaps in the U.S.