OpenEvidence Threatens Doximity's Ad Monopoly

This was the moment OpenEvidence stopped being just a better medical search box and started threatening the ad funded physician attention monopoly. Doximity owns a huge logged in doctor audience that pharma companies pay to reach through newsfeeds, hiring, and workflow tools. Once OpenEvidence added free daily use products like AI scribing and doctor to patient calling around its research product, it began competing for the same screen time, the same habit loop, and eventually the same ad dollars.

• Doximity is valuable because it is where many doctors already spend time for messaging, hiring, telehealth, and dialer workflows, and about 80% of its revenue came from advertising at roughly $570M TTM revenue in mid 2025. That made physician attention itself the product being sold.
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• OpenEvidence attacked that position from a different entry point. It first won the high intent moment when a doctor looks up what to do for a patient, then layered on free Visits scribing and Dialer calling to keep the doctor inside the same app before and after the search.
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• By September 2026 the product bundles were clearly converging. Doximity was bundling search, note taking, and calling around its network, while OpenEvidence was bundling note taking, billing code suggestions, patient calling, and prescription workflows around medical search. The boundary between reference tool and physician network was disappearing.
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The next step is a full doctor operating system race. The winner will be the product that captures the most daily clinician actions, not just one lookup or one call, because that creates the strongest habit, the richest ad inventory, and the best position to expand into enterprise software and deeper care workflows.