-67%

est. 2Y upside i

Healthcare

On-demand prescription delivery.

Rank

#3930

Sector

Healthtech

Est. Liquidity

~3Y

Data Quality

Data: Medium

NimbleRx operates in a growing healthtech market ($363.9B TAM, ~18% YoY growth) with a current run rate of ~$150M.

Last updated: March 10, 2026

Bull (10%)+80%

NimbleRx's strategic partnerships and AI-driven platform (Mira AI) enable significant market penetration among independent pharmacies, pushing run rate to $270M by 2026 and achieving a $1.08B valuation at a 4x multiple, representing an 80% increase from the estimated current $600M valuation.

Base (50%)+15%

NimbleRx continues to grow steadily by expanding its network of independent pharmacies, reaching a $172.5M run rate and a $690M valuation by 2026, a 15% increase from the estimated current $600M valuation.

Bear (40%)-40%

Aggressive competition from Amazon Pharmacy and large incumbents like CVS and Walgreens, coupled with regulatory headwinds, limits NimbleRx's growth, leading to a flat run rate of $150M and a down round valuation of $360M, resulting in a 40% decrease from the estimated current $600M valuation. Given the $75M in liquidation preferences, common stock holders would see significantly reduced returns.

Est. time to liquidity~2.5 years

Preference Stack Risk

moderate

Investors hold $75M in liquidation preferences ahead of common stock, representing 12.5% of the estimated current $600M valuation.

Dilution Risk

high

As a Series D company, future funding rounds are likely to cause further dilution for common shareholders, especially if valuation growth is slow or flat.

Secondary Liquidity

limited

While a secondary market exists for accredited investors via platforms like Forge, there's no indication of active trading or tender offers for NimbleRx shares.

Engineering, Product, Research 7 roles

Business Development 3 roles

Success 3 roles

Marketing 2 roles

Sales 2 roles

View all 17 open roles at NimbleRx

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on NimbleRx's data — designed to show you've done your homework.

  • 1

    Given the high incumbent threat from CVS and Amazon Pharmacy, how does NimbleRx plan to differentiate its offering and defend its market position beyond partnerships with independent pharmacies?

  • 2

    With a reported run rate of ~$150M, what are the key growth levers NimbleRx is focusing on to significantly scale revenue in the next 2-3 years, particularly with new offerings like Mira AI?

  • 3

    As a Series D company with $75M in total funding, what is the anticipated timeline and strategy for a liquidity event, and how does the company plan to manage potential dilution for employees in future funding rounds?

Community

Valuation Sentiment

Our model estimates -67% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.