OptimizeRx (OPRX)

• Market cap: $155M
• 1 day: 3.34%
• 5 days: 1.17%
• 1 month: -8.55%
• 3 months: 61.87%
• 6 months: 58.61%
• Year to date: 66.22%
• 1 year: -1.59%
• 5 years: -9.79%
• 10 years: -16.73%
• Sector: Healthcare
• Industry: Health Information 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 product offerings are Financial Messaging, Brand and Clinical Messaging, Brand Support, and Patient Engagement.

Employees: 129

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 85 [Q3] → 87 (+2) [Q4]

5.82% less ownership

Funds ownership: 67.54% [Q3] → 61.72% (-5.82%) [Q4]

42% less capital invested

Capital invested by funds: $95.5M [Q3] → $55.3M (-$40.3M) [Q4]

87% less call options, than puts

Call options by funds: $75K | Put options by funds: $569K

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

Research analyst outlook

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

• Low target: $8 8% downside
• Avg. target: $8 8% downside
• High target: $8 8% downside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

JMP Securities Constantine Davides 33% 1-year accuracy 11 / 33 met price target

8% downside $8

Market Outperform Reiterated

6 Feb 2025