CVS reaches insulin pricing settlement with FTC

Pharmacy benefit managers (PBMs) are facing heightened scrutiny from regulators and lawmakers over drug pricing and coverage practices, increasing the likelihood of regulatory or legislative action. This scrutiny poses downside risk to PBM business models and margins and could trigger sector-wide changes in reimbursement, contracting or transparency requirements.

Analysis

Pharmacy benefit managers (PBMs) are facing heightened scrutiny from regulators and lawmakers over drug pricing and coverage practices, increasing the likelihood of regulatory or legislative action. This scrutiny poses downside risk to PBM business models and margins and could trigger sector-wide changes in reimbursement, contracting or transparency requirements.