Jeffrey DelVerne’s Post

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Healthcare Economist / Revenue & Growth / Advisory Board Member

🥊 A Tough Quarter for CVS – What's Next? 🚨 💊 CVS was the final "Big Six Payor" to reports earnings last Wednesday and I was able to dive into CVS's latest earnings report, and it's clear that the healthcare giant is facing some significant challenges. From Medicare Advantage headwinds to Medicaid acuity issues, CVS is navigating a complex landscape that’s testing Karen Lynch as she has moved to actively manage Aetna. 🗞 In this article, I break down: - The driving forces behind CVS’s Q2 performance and loss of free cash flow along with expanding expenses - Insights into their Medicare Advantage and Medicaid strategies headed into 2025 - The impact of the retail pharmacy contraction and biosimilar partnerships for Cordavis as they look to control the potentially 100 billion dollar market against Cigna and UNH If you’re following the healthcare industry, especially the dynamics among the “Big Six Payors,” subscribe below. CVS Reports Q2 Earnings jeffdelverne.substack.com I'd love to hear your thoughts on CVS’s current trajectory. Do you think they can successfully integrate Aetna, Signify, Oak Street, and Cordavis to turn things around? #healthcare #pharmacy

Jeffrey DelVerne

Healthcare Economist / Revenue & Growth / Advisory Board Member

7mo
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