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Executive Summary

Payers, hospitals, large employers, policymakers and journalists currently lack a consistent, comparable view of US net drug prices versus international prices and the specific deal terms behind rebates and concessions; confidential contracting and fragmented data sources leave negotiation teams and policy analysts making decisions with incomplete or non-standardized information. This creates real operational and public-policy costs for roughly 10,000 payers and hospitals plus 50,000 clinics and employers who collectively define a potential $3.0B market under the assumed ACVs, and it exposes them to reputational and budgetary risk when price disparities or opaque deal structures are revealed. The product would be a public tracker and searchable database that ingests regulatory filings, published price lists from OECD countries, leaked and redacted contract terms, and structured data extracted from PDFs and web sources using modern NLP/LLM pipelines to surface net price estimates, international benchmarks and standardized deal-term fields (rebates, price-volume agreements, bundled discounts). The front end would offer a free summary layer for public transparency and paid dashboards, alerts and an API for institutional customers who require annual contracts in the $20K–$200K ACV range. This is an attractive moment because government and public scrutiny of drug pricing is increasing and international reference pricing is being discussed more frequently, meaning demand from both purchasers and policymakers is growing, and advances in NLP lower the marginal cost of producing structured deal datasets; the combination yields a sizable addressable market and a market score of 88/100 in your assessment. The timing also aligns with more frequent public data disclosures and legal mandates that could incrementally expand available inputs over the next 2–3 years. To stand out you would need a defensible pipeline for provenance and validation—an auditable ETL chain, human-in-the-loop review for sensitive contract extractions, and partnerships with purchasers, advocacy groups and government agencies to both source data and increase adoption—plus differentiated product tiers (public summaries vs enterprise analytics). Key challenges include legal pushback and the inherent uncertainty of inferring net prices from noisy inputs, but medium competition and clear buyer willingness to pay for reliable benchmarking create a realistic path to commercial traction if you can prove accuracy and manage compliance risk.

Executive Summary

Public tracker of US drug prices vs international prices and deal terms

Executive Summary

Public tracker of US drug prices vs international prices and deal terms

Executive Summary

Market Validation

Market Opportunity

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