Consolidation has brought together large, economically significant insurer/PBM/specialty pharmacy/provider organizations within U.S. drug channels. At least half of all U.S. healthcare spending flows through these seven familiar entities: Blue Cross Blue Shield, Centene, Cigna, CVS Health, Elevance Health, Humana, and United Health Group.
In the brief video clip below, I review these businesses and offer some thoughts on their positioning for 2023. As you’ll see, the vertical strategy shakeout is underway.
If this clip whets your appetite for more, purchase a replay of the full 90 minute Drug Channels Outlook 2023 video webinar. Or register for my forthcoming 2023 video webinar series.
Click here if you can’t see the video below.
Click here to download the latest edition of infamous vertical integration chart that I discuss in the video. (It already needs to be updated thanks to IngenioRx’s rebranding as CarelonRx.
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