Executive Summary

Drug pricing remains highly opaque, leaving payers, PBMs, large employers, government agencies and research institutions unable to quantify US vs international price gaps or reliably identify contract concessions; this creates budgeting risk, policy exposure and uneven negotiation leverage. An estimated 18,000 institutional buyers in the U.S. face this problem, representing a $3.6B addressable market if customers pay roughly $200K ACV. You could build a Drug-Price Transparency Tracker that ingests procurement contracts, regulatory filings, published list prices and wholesaler data, uses LLM-based extraction with human validation to normalize list prices, rebates, concessions and net outcomes, and produces auditable, time-series US vs country-level comparisons. Deliverables would include APIs, configurable comparator baskets, exportable audit trails and alerting for anomalous concessions so clients can use outputs for compliance, contracting and public policy work. This market is attractive now because regulators are increasing disclosure requirements, media attention on cross-border arbitrage is high, and more procurement/regulatory documents are digitized—trends that make normalized, auditable datasets both feasible and in demand. Market indicators (Market Score 90/100, Revenue Potential 82/100) and the $200K ACV assumption reflect substantial willingness to pay, but competition is medium and success will hinge on defensible methodology, data licensing and rigorous validation. To stand out you must prioritize provenance and legal-grade auditability: explicit chain-of-custody for documents, validated extraction pipelines, and partnerships or pilots with 3–5 anchor customers (large payer, PBM or state agency) to build credibility. Be honest about challenges—negotiating access to proprietary contracts, reconciling country-specific pricing conventions, and sustaining continuous validation—but the combination of regulatory tailwinds and modern AI extraction makes a focused, compliance-oriented product worth pursuing.

Market Opportunity

Drug-price transparency tracker showing US vs global prices and deal concessions targets a $3.6B = 18,000 potential institutional buyers × $200K ACV (payers, PBMs, large employers, gov agencies, research institutions) total addressable market with medium saturation and a year-over-year growth rate of 11% CAGR (healthcare analytics and transparency market; source: Grand View Research and industry reports).

Key trends driving demand: Regulatory pressure — governments and regulators are increasingly requiring price disclosures and reporting, creating demand for normalized, auditable price datasets.; Cross-border arbitrage concern — media and policymakers are focused on large US vs international price gaps, making comparative tools newsworthy and policy-relevant.; Data availability and AI extraction — more procurement and regulatory documents are digitized and LLM-based extraction makes structured concessions data feasible at scale.; Employer cost-containment — large self-insured employers are actively shopping for transparent drug pricing tools to control benefit spend, creating a buyer cohort willing to pay..

Key competitors include GoodRx, IQVIA, PharmacyChecker.

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Drug-price transparency tracker showing US vs global prices and deal concessions

Executive Summary

Market Validation

Market Opportunity

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