Why now

Forces making this inevitable.

Four structural forces are converging simultaneously — expanding the market, increasing the margin opportunity, and making the regulatory environment more favourable every year.

The four forces

Not a trend. A convergence.

$494.9B
Total prescription market — growing every year
Total annual US prescription drug spending growing 9.9% per year. Every new drug approval, every new specialist hire, every aging population trend expands the universe RxClad operates in. The market grows automatically.
CMS 2025
$81.4B
340B — the fastest-growing segment in US healthcare
Hospital drug purchases under the 340B programme grew 23% in one year. Every new drug approval and specialist hire expands the capturable pool. The highest-margin layer within the total market. No ceiling in sight through 2030.
HRSA 2025
77%
Of US physicians now employed by health systems
The physician employment trend is structural and accelerating. Every new hire adds more prescription volume that routes away by default. The problem grows automatically with every employment contract signed. The market expands without any action from RxClad.
AMA 2024
2026
Regulation is a structural tailwind
The Consolidated Appropriations Act 2026 mandates PBM transparency and rebate pass-through. Every regulatory move expands the volume health system pharmacies can capture. Washington is building the market for health system pharmacy capture without realising it.
CAA 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. GLP-1 prescriptions carry significant 340B spread and are among the highest-conversion copay assist opportunities available.
IDN consolidation
One IDN contract covers every hospital, physician, and pharmacy in the system
As health systems consolidate into integrated delivery networks — one contract covers an entire system. The sales motion is enterprise. One relationship. Full system coverage. Every new IDN merger or acquisition expands the coverage of a single RxClad contract.
Market validation
The market has proven willingness to pay at scale
The market for prescription routing solutions is proven. Health systems have demonstrated willingness to pay significant amounts for staffing-based solutions addressing a fraction of this problem. RxClad addresses the full prescription volume with software at a fraction of the cost to deploy.
Zero software penetration
An uncontested market with a proven, measurable problem
Every health system in America is losing pharmacy revenue by default every day. The solutions that exist are staffing-based, expensive, and address a fraction of the volume. The software layer is entirely uncontested. The first mover advantage is significant and defensible.

RxClad, Inc. · hello@rxclad.com · 2026