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In this Business Breakdown, David Barbato and Jason Senensky sit down with CareRx Corporation’s (CRRX.TO (crrx.to)) President and CEO, Puneet Khanna, and Suzanne Brand, CFO.
CareRx delivers prescriptions to long-term care and retirement homes across five provinces, with provincial governments as the primary payer, and 92,000 residents currently under contract.
This discussion took place live on May 19th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - microcapclub.com/#join
In this Business Breakdown, Puneet and Suzanne cover the hub-and-spoke automation model CareRx is piloting, centralizing high-volume robotic filling to expand capacity without replicating expensive robotics at every location, the Ontario capitation fee situation and what the removal of step-down language means for the company's revenue floor, why bed count has been flat for four years and when they expect growth to resume, and how they're approaching M&A after doing prior deals at two to six times EBITDA.
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Chapters
Introduction to CareRx and Leadership Backgrounds
Understanding CareRx's Unique Business Model
Market Dynamics and Growth Opportunities
Operational Excellence and Technology Integration
Financial Performance and Capital Priorities
The CareRx Advantage and Competitive Landscape
Technology's Role in Scaling Operations
Hub and Spoke Model Implementation
Challenges in Bed Count and Market Growth
Future Outlook and Strategic Growth Plans
Regional Competition and Market Dynamics
Margin Outlook and Future Strategies
M&A Opportunities and Strategic Growth
Government Relations and Funding Outlook
Valuation and Integration in M&A
Internal Priorities and Misunderstandings
Future Growth and Internationalization Opportunities
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