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GoodRx Holdings is now modeled with a fair value closer to US$2.82, down from about US$4.56, a reset of roughly 38% in the latest analyst work. That shift lines up with Street commentary that cuts targets into the US$2 to US$3.50 range, reflecting both caution around the take rate reset and differing views on how quickly Pharma Direct and branded drugs can reshape the story. Read on to see how to track this evolving narrative and what to watch as sentiment continues to shift.
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Wells Fargo keeps an Overweight rating while cutting its target to…