Possible scenario
PBM Pressure Builds
25% Chance
The Walmart move strengthens the political and commercial case against opaque pharmacy-benefit-manager pricing after earlier FTC findings on PBM markups. Employers use direct coverage of common drugs to demand more transparent contracts from CVS Caremark, Cigna's Evernorth, and UnitedHealth's OptumRx.
Secondary impacts
- Healthcare -0.4%
Tickers
- CVS-0.8%
- WMT+0.8%
- CI-0.8%
- UNH-0.5%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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