MHE April 2023

Aside most of the 311 respondents to the 2023 Annual Managed Healthcare Executive Pharmacy Survey favoring PBMs, two-thirds indicated they favor restrictions on rebates and discounts so PBMs won’t favor drugs with high discounts. A similar proportion favor transparency rules that would require disclosure of rebates and discounts.

Aetna, Signify Health and now Oak Street Health. Some see advantages to CVS acquiring a primary care provider — for U.S. healthcare as well as CVS. Others see risks of even more consolidation in the healthcare sector and perhaps a financial hit to CVS because of Oak Street’s net losses.