OptimizeRx (OPRX)

• Market cap: $101M
• 1 day: 1.85%
• 5 days: 8.89%
• 1 month: 14.08%
• 3 months: -8.32%
• 6 months: -44.96%
• Year to date: 5.76%
• 1 year: -64.63%
• 5 years: -45.82%
• 10 years: -47.02%
• Sector: Industrials
• Industry: Business Services

About: OptimizeRx Corp is engaged in the healthcare market in the United States. It provides digital health messaging via electronic health records, providing a direct channel for pharmaceutical companies to communicate with healthcare providers and patients. The cloud-based solution supports patient adherence to medications by providing real-time access to financial assistance, prior authorization, education, and clinical information. Its products offering are Financial Messaging, Brand and Clinical Messaging, Brand Support, and Patient Engagement.

Employees: 136

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

5.18% less ownership

Funds ownership: 72.76% [Q2] → 67.58% (-5.18%) [Q3]

8% less funds holding

Funds holding: 92 [Q2] → 85 (-7) [Q3]

28% less capital invested

Capital invested by funds: $133M [Q2] → $95.6M (-$37.4M) [Q3]

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

95% less call options, than puts

Call options by funds: $7K | Put options by funds: $140K

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 9% downside
• Avg. target: $9.06 64% upside
• High target: $16 190% upside

8 analyst ratings

• positive: 5 63%
• neutral: 3 38%
• negative: 0 0%

RBC Capital Sean Dodge 48% 1-year accuracy 21 / 44 met price target	9% upside $6	Sector Perform Downgraded	8 Jan 2025
Lake Street Eric Martinuzzi 50% 1-year accuracy 11 / 22 met price target	100% upside $11	Buy Reiterated	24 Dec 2024
B. Riley Securities Neil Chatterji 0% 1-year accuracy 0 / 1 met price target	136% upside $13	Buy Maintained	24 Dec 2024
Stephens & Co. Jeff Garro 50% 1-year accuracy 3 / 6 met price target	0% downside $5.50	Equal-Weight Initiated	20 Dec 2024
Roth MKM Richard Baldry 47% 1-year accuracy 9 / 19 met price target	190% upside $16	Buy Reiterated	14 Nov 2024