2 Comments
User's avatar
Ketan's avatar

Interesting subject and analysis. Personally, I think even in either market they will still survive due to making process simpler. Would love to hear your take.

Getting an appointment for simple prescription is time consuming unless healthcare providers use telehealth or phone to make it easier. Hims actually will send prescription to nearby pharmacy and Nurx focuses on specific segment. These companies are driving market segmentation by focusing in one area coupled with best interface and customer service.

Expand full comment
Scott Xiao's avatar

Hey Ketan! I think you may be right that they would still "survive" by incrementally improving the patient experience, but I don't think they would be the high-growth, exciting startups they are now. Plus there is already little differentiation between these companies today, and I think they would see even more competition if they were simply just another pharmacy option.

Expand full comment