Added to YB: 2026-07-29
Pitch date: 2026-07-15
TELY.TO [bullish]
TelyRx Holdings Inc.
Author Info
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Company Info
TelyRx Holdings Inc. operates as a vertically integrated technology-enabled healthcare and pharmacy services company which develops and operates a digital pharmacy platform.
Market Cap
CAD 98.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.28
P/E
-2.18
EV/Sales
1.53
Sector
Consumer Staples Distribution and Retail
Category
growth
Unknown Cash-Pay Pharmacy Growing At Triple Digit Rates - TelyRx Holdings Inc.
TELY.TO: Cash-pay digital pharmacy, 180% YoY Q1 growth, 55% GM, 2/3 recurring rev, 3-mo CAC payback. Trades 0.6x FY26E sales ($113M rev/$4M EBITDA guide) vs shrinking peers. $27M cash, no PBM/insurance risk. Risks: legal-opinion moat, ~8M Aug share unlocks, declining ROAS. B- rating.
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