Vertical integration across insurers, pharmacy benefit managers, specialty pharmacies and healthcare providers continues to reshape the U.S. drug supply chain, according to a Drug Channels report released April 14.
Here are four notes from the report:
- Control across drug channels persists: Large healthcare companies are maintaining or expanding control across insurance, PBMs, specialty pharmacies and care delivery, influencing pricing, patient access and sites of care.
- Hospitals gain share in specialty pharmacy: Health systems now account for nearly one-third of accredited specialty pharmacy locations, with growth tied to 340B policy changes and partnerships with PBM-owned platforms.
- Deal activity signals continued expansion: Evernorth invested $3.5 billion in Shields Health Solutions and now owns 100% of CarepathRx, while UnitedHealth Group acquired CPS Solutions, expanding payer reach into provider-facing services.
- Some firms begin to unwind strategies: Select companies are divesting assets or outsourcing operations, reflecting evolving market dynamics and increased regulatory scrutiny.
Becker’s 3rd Annual Fall Chief Pharmacy Officer Summit is the top tier event that the people leading the future of pharmacy convene. This 3-day event is built specifically for Chief Pharmacy Officers and senior pharmacy leaders. The sessions examine the workforce, financial and clinical priorities shaping pharmacy today. Becker’s is where candid discussions flourish and new ideas thrive. Becker's 3rd Annual Fall Chief Pharmacy Officer Summit
