Cost Plus Drugs is a pharmacy platform offering transparent, low-cost generic prescription medications directly to consumers.costplusdrugs.com ↗
1 take · first discussed Oct 3, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The sole host perspective on Cost Plus Drugs comes from guest Mark Cuban, who holds a bullish, high-conviction view as of October 2024. He argues the company is on a steep, accelerating growth trajectory by directly disrupting pharmacy benefit managers through radical price transparency. Cuban acknowledges the business is currently unprofitable but attributes this to capital investment in a robotics-driven manufacturing facility, expressing confidence that profitability will follow. No other hosts weighed in, so there is no disagreement or consensus to note beyond Cuban's own framing.
Mark Cuban is deeply invested in CostPlusDrugs.com, which he co-founded, describing a hockey-stick growth trajectory as it disrupts pharmacy benefit managers with radical price transparency.
Our path is hockey stick, double, triple hockey stick. And so we're taking business from them, and I think the traditional legacy companies in insurance—”1:41:03