What’s driving the interest in compounding pharmacy? Disruption, growth and industry architecture. First, acquirers are aggressively seeking to establish boots on the ground in all 50 states. Even though the FDA conceded on the MOU1, brick-and-mortar presence is crucial for a nationwide strategy. Second, telehealth is creating new revenue channels for compounding pharmacy by expanding the serviceable market. In fact, much of the growth in telehealth is a result or byproduct of the pandemic, as technology continues to improve access for patients and efficiencies for providers. Last but not least, stickiness of patients, cash-based revenue models and high gross margins, make positive contributions to compounding pharmacy demand.
