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Companies · OPRX

OPRX Reported this cycle

OptimizeRx

Waltham, MA Founded 2006 Healthcare Technology

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Latest analysis

Updated Aug 13, 2026

OptimizeRx revenue declined 21% H1 2026 as major customer loss and low-margin program exit offset higher-margin product mix gains.

OptimizeRx reported a 21% revenue decline to $40.3 million in the first half of 2026, driven by the loss of a 10% customer and discontinuation of an $8.4 million low-margin managed services program, partially offset by improved gross margins through a deliberate shift toward higher-margin DAAP and audience solutions. The company narrowed operating losses to $1.2 million net loss for H1 2026 versus $667k loss in H1 2025, supported by aggressive cost management and debt refinancing at lower rates. Management characterizes current conditions as temporary disruption from MFN pricing negotiations and macroeconomic headwinds, positioning the revenue decline as a deliberate portfolio rebalancing rather than structural demand loss.

Tone: cautious

Revenue

$109.4M

OPRX 10-K · FY 2025

Employees

133

Revenue FY2024

$92.1M

Founded

2006

Profile

OPRX 10-K Item 1 · Mar 12, 2026

OptimizeRx is a digital healthcare technology company that delivers AI-driven, omnichannel marketing solutions to life sciences brands, connecting over two million U.S. healthcare providers and their patients through a proprietary point-of-care and direct-to-consumer network. The company's core platforms — DAAP and Micro-Neighborhood Targeting — use machine learning and de-identified claims data to identify and engage brand-eligible HCPs and patient audiences with precision. Its go-to-market is a land-and-expand model targeting large pharmaceutical manufacturers.

Read filing description ↓

OptimizeRx is a leading digital healthcare technology company that is redefining how life sciences brands engage with, market their services and products to, and support patients and healthcare providers. We leverage our proprietary technology solutions and partnerships to help our clients develop and execute highly individualized and targeted marketing campaigns to drive physician and patient engagement and to enhance patient care. OptimizeRx is a Nevada corporation and was founded in 2006 in Rochester, Michigan, as a healthcare technology company delivering various types of messages to target audiences, including coupons and co-pays directly to physicians and pharmacists through electronic health record ('EHR') systems and ePrescribing ('eRx') platforms. Our current AI-enabled Dynamic Audience Activation Platform ('DAAP') not only identifies precise HCP audiences but also estimates which HCPs will see brand eligible patients, and when such brand eligible patients will be seen. After acquiring Healthy Offers, Inc. (d/b/a 'Medicx' or 'Medicx Health') in 2023, we expanded our capabilities to include direct-to-consumer ('DTC') marketing using our patent-protected Micro-Neighborhood Targeting ('MNT') solution. MNT uses de-identified claims data to identify and target not individual patients, but geographies in which eligible patients live, to better target audiences for brand manufacturers - a privacy-centric approach to audience creation. Connecting over two million U.S. healthcare providers and millions of their patients through an intelligent technology platform embedded within a proprietary omnichannel network, OptimizeRx helps life sciences organizations engage and support their customers.

Primary products

  • Dynamic Audience Activation Platform (DAAP)
  • Micro-Neighborhood Targeting (MNT)
  • Profiler
  • Pharmacy Alerts
  • Financial Messaging

End markets

pharmaceutical manufacturers life sciences organizations medical device manufacturers life sciences marketing agencies

Geographies

United States Croatia

Named customers

Over 100 pharmaceutical manufacturers Top 20 pharmaceutical manufacturers by 2025 revenue (54% of revenue in TTM June 2026)

our top five customers accounted for approximately 47% of our revenues. In 2025 and 2024, we had three customers and two customers, respectively, that represented over 10% of our revenues.

“As innovators in the industry, we have patented and patent-pending technologies that provide unique differentiation, including a patient-centric focus on brand conversion, and value generation for our customers.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Net revenue increased from $92.1 million in 2024 to $109.4 million in 2025, driven by growth in pharmaceutical manufacturer engagements and expanded omnichannel capabilities.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

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