And we are now very happy to report that our pricing strategy and market access strategy has achieved really high-quality coverage, and we are definitely plan by plan, PBM by PBM at no disadvantage and in some cases, are at an advantage overall.

Source: https://seekingalpha.com/article/4577881-roivant-sciences-ltd-roiv-q3-2022-earnings-call-transcript?source=feed_all_articles

And we are now very happy to report that our pricing strategy and market access strategy has achieved really high-quality coverage, and we are definitely plan by plan, PBM by PBM at no disadvantage and in some cases, are at an advantage overall.

Source: https://seekingalpha.com/article/4577881-roivant-sciences-ltd-roiv-q3-2022-earnings-call-transcript?source=feed_all_articles

Cigna is heavily weighted toward PBM (Pharmacy benefits management) compared to its peers.

Source: https://seekingalpha.com/article/4651065-cigna-delivering-growth-at-a-great-price?source=feed_all_articles

One of the major PBMs lifted the new-to-market block and requires only a single step edit to topical or vitamin D. Another major PBM added us to formulary and requires a step from 2, either through topical steroid vitamin D or combination.

Source: https://seekingalpha.com/article/4577881-roivant-sciences-ltd-roiv-q3-2022-earnings-call-transcript?source=feed_all_articles

The abuse has become so bad that, amazingly, PBM reform may be in the cards for Washington this year.

Source: https://www.bostonherald.com/2023/09/05/opinion-dems-despise-market-economy/

This is right in line with my aforementioned forward assumptions regarding the PBM business.

Source: https://seekingalpha.com/article/4631366-cigna-group-weaker-than-peers-but-still-a-buy?source=feed_all_articles