Four structural forces are converging simultaneously — expanding the market, increasing the margin opportunity, and making the regulatory environment more favourable every year.
Not a trend — a convergence
Market scale
340B growth
Physician employment
Regulatory tailwind
2026
Now
+9% per year · DCI 2025
$751B
Total prescription market — growing every year
Every new drug approval, every physician hire, every aging-population trend expands the universe RxClad operates in.
Drug Channels Institute 2025
+23% YoY · HRSA 2025
$81.4B
340B — the fastest-growing segment
Hospital drug purchases under 340B grew 23% in one year — the highest-margin layer within the total market.
HRSA 340B Programme Data 2025
↑ from 62% in 2018
77%
Of US physicians now employed by health systems
Structural and accelerating. Every new hire adds prescription volume that routes away by default.
AMA Physician Practice Benchmark 2024
Enacted January 2026
CAA
Regulatory tailwind — PBM transparency mandated
The Consolidated Appropriations Act 2026 mandates PBM transparency and rebate pass-through.
Consolidated Appropriations Act 2026
Additional context
The tailwinds behind the tailwinds.
GLP-1 explosion
The fastest-growing drug category in US history is expanding the capturable pool
Ozempic, Wegovy, Mounjaro, Zepbound. Every new approval adds high-value prescriptions to the routing decision universe.
IDN consolidation
One contract covers every hospital, physician, and pharmacy in the system
As health systems consolidate into integrated delivery networks, the sales motion becomes enterprise — one relationship, full system coverage.
Market validation
The market has proven willingness to pay at scale for prescription routing solutions
Health systems have demonstrated willingness to pay significant amounts for solutions addressing even a fraction of this problem.
The right moment
Prescription spending at an inflection point across every high-value category
Brand maintenance, specialty biologics, and next-generation oncology drugs are driving spending to historic highs.