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Upturn AI SWOT - About
OPTIMIZERx Corp (OPRX)
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Upturn Advisory Summary
04/01/2025: OPRX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -28.91% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 151.25M USD | Price to earnings Ratio - | 1Y Target Price 10.33 |
Price to earnings Ratio - | 1Y Target Price 10.33 | ||
Volume (30-day avg) 878989 | Beta 1.31 | 52 Weeks Range 3.78 - 14.13 | Updated Date 04/1/2025 |
52 Weeks Range 3.78 - 14.13 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.1 |
Earnings Date
Report Date 2025-03-26 | When Before Market | Estimate 0.3788 | Actual 0.3 |
Profitability
Profit Margin -21.83% | Operating Margin (TTM) 11.24% |
Management Effectiveness
Return on Assets (TTM) -2.19% | Return on Equity (TTM) -16.51% |
Valuation
Trailing PE - | Forward PE 24.39 | Enterprise Value 179754830 | Price to Sales(TTM) 1.64 |
Enterprise Value 179754830 | Price to Sales(TTM) 1.64 | ||
Enterprise Value to Revenue 1.95 | Enterprise Value to EBITDA -16.77 | Shares Outstanding 18490400 | Shares Floating 14276611 |
Shares Outstanding 18490400 | Shares Floating 14276611 | ||
Percent Insiders 6.41 | Percent Institutions 65.22 |
Analyst Ratings
Rating 4.29 | Target Price 9.64 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
OPTIMIZERx Corp
Company Overview
History and Background
OPTIMIZERx Corp, founded in 2006, provides technology solutions for healthcare companies, focusing on patient support and medication access. It evolved from offering sample management to providing comprehensive digital health solutions.
Core Business Areas
- Patient Support Services: OPTIMIZERx offers digital patient engagement and support solutions, including co-pay assistance programs, adherence programs, and patient access programs. The services allow patients easier access to medications.
- Affordability Programs: They manage pharmaceutical manufacturers' patient affordability programs, including co-pay cards and other discount programs.
- Therapeutic Support: OPTIMIZERx provides programs designed to help patients manage their therapies and improve health outcomes.
Leadership and Structure
The company is led by CEO William Febbo. The structure is hierarchical, with departments focused on technology, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Therapy Initiation and Adherence: A comprehensive suite of programs designed to help patients initiate and adhere to their prescribed therapies. They integrate with electronic health records and other healthcare IT systems. Competitors include ConnectiveRx and CoverMyMeds. Market Share data is not publicly available.
- Financial Messaging Platform: A platform that facilitates financial transactions between pharmaceutical manufacturers and patients, such as co-pay assistance and rebates. Competitors include ConnectiveRx and Rx Savings Solutions. Market Share data is not publicly available.
Market Dynamics
Industry Overview
The healthcare technology industry is experiencing rapid growth due to increased demand for digital health solutions, driven by factors such as rising healthcare costs, an aging population, and the need for improved patient outcomes.
Positioning
OPTIMIZERx positions itself as a leader in providing technology-enabled patient support and access solutions, with a focus on affordability and adherence. It differentiates itself through its integrated platform and data analytics capabilities.
Total Addressable Market (TAM)
The TAM for patient access and affordability solutions is estimated to be $20 billion. OPTIMIZERx is positioned to capture a significant share of this market through its expanding product offerings and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Established relationships with pharmaceutical manufacturers
- Integrated platform for patient support and access
- Data analytics capabilities
- Strong focus on affordability and adherence
Weaknesses
- Dependence on pharmaceutical industry
- Limited geographic presence outside the US
- Smaller scale compared to larger competitors
- Relatively high client concentration
Opportunities
- Expanding product offerings to address unmet patient needs
- Entering new geographic markets
- Forming strategic partnerships with healthcare providers
- Leveraging data analytics to improve patient outcomes
Threats
- Changes in healthcare regulations
- Increased competition from larger players
- Economic downturn affecting pharmaceutical spending
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- IQVIA (IQV)
- ConnectiveRx (Private)
- Rx Savings Solutions (Private)
Competitive Landscape
OPTIMIZERx competes with larger players in the healthcare technology industry. Its competitive advantages include its integrated platform, data analytics capabilities, and strong focus on patient support and access. Disadvantages include its smaller scale and dependence on the pharmaceutical industry.
Major Acquisitions
Patient Assist Technologies
- Year: 2019
- Acquisition Price (USD millions): 27
- Strategic Rationale: The acquisition of Patient Assist Technologies expanded OPTIMIZERx's portfolio of patient support and access solutions.
Growth Trajectory and Initiatives
Historical Growth: OPTIMIZERx has experienced significant revenue growth in recent years, driven by increased demand for its patient support and access solutions. However, future growth is always difficult to predict.
Future Projections: Analysts project continued revenue growth for OPTIMIZERx, driven by its expanding product offerings and strategic partnerships. Expected growth rates are in the double digits over the next few years.
Recent Initiatives: OPTIMIZERx has recently launched new programs focused on medication adherence and patient engagement. They've also expanded their partnerships with pharmaceutical manufacturers and healthcare providers.
Summary
OPTIMIZERx is a growing healthcare technology company focused on patient support and access solutions. The company's integrated platform and data analytics capabilities provide a competitive advantage. However, dependence on the pharmaceutical industry and competition from larger players pose challenges. Continued innovation and strategic partnerships are crucial for sustained growth.
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Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OPTIMIZERx Corp
Exchange NASDAQ | Headquaters Waltham, MA, United States | ||
IPO Launch date 1996-10-22 | President & CEO Mr. Stephen L. Silvestro | ||
Sector Healthcare | Industry Health Information Services | Full time employees 128 | Website https://www.optimizerx.com |
Full time employees 128 | Website https://www.optimizerx.com | ||
OptimizeRx Corporation, a digital health technology company, engages in the provision of tech-enabled marketing solutions for life sciences organizations, healthcare providers, and patients. The company offers Dynamic Audience Activation Platform, which generates dynamic audiences with predictive analytics through machine learning methods; Micro-Neighborhood Targeting, which creates consumer audiences using a privacy-first process; Profiler, which provides insights into its customers' target consumers; banner messages, including brand messaging, therapeutic support messaging, affordability messaging, HUB awareness, limited distribution drug information, and patient support program messaging through healthcare professionals; and media execution solutions, which deliver messages through consumer omnichannel network, including through programmatic display, programmatic connected television/over-the-top, programmatic social media, addressable television, digital out-of-home, programmatic audio, and email/direct mail. It also offers pharmacy alerts, which flag pharmacies that have prescription medications in stock; and financial messaging solutions, which provide prescribers visibility to branded copay offers for patients directly within electronic health record systems and ePrescribing platforms. The company was founded in 2006 and is based in Waltham, Massachusetts.
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