CVS Health Introduces Biosimilar Policy Changes for Bone Disease Treatments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: seekingalpha
- Biosimilar Introduction: CVS Health announced the inclusion of biosimilars Prolia and Forteo in its commercial formularies, replacing brand-name drugs from Amgen and Eli Lilly, expected to provide over 50% cost savings for patients.
- Significant Cost Savings: The low-cost alternatives from CVS's biosimilar unit Cordavis and companies like Celltrion will help generate $1.5 billion in gross savings for customers and patients, significantly reducing the financial burden of osteoporosis treatments.
- Implementation Timeline: These formulary changes will take effect on April 1, with CVS Caremark overseeing the execution, ensuring customers and members have access to more competitive treatment options.
- Market Strategy Shift: By prioritizing biosimilar adoption, CVS not only enhances patient affordability but also strengthens its competitive position in the healthcare market, aligning with the industry's urgent need to lower drug costs.
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Analyst Views on CVS
Wall Street analysts forecast CVS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CVS is 96.71 USD with a low forecast of 91.00 USD and a high forecast of 105.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 76.330
Low
91.00
Averages
96.71
High
105.00
Current: 76.330
Low
91.00
Averages
96.71
High
105.00
About CVS
CVS Health Corporation is a health solutions company. The Company's segments include Health Care Benefits, Health Services, Pharmacy & Consumer Wellness and Corporate/Other. Health Care Benefits segment offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, PDPs and Medicaid health care management services. Health Services segment provides a full range of pharmacy benefit management (PBM) solutions through its CVS Caremark operations and delivers health care services in its medical clinics, virtually, and in the home. Pharmacy & Consumer Wellness segment dispenses prescriptions in its CVS Pharmacy retail locations and through its infusion operations, provides ancillary pharmacy services including pharmacy patient care programs, diagnostic testing and vaccination administration, and sells a wide assortment of health and wellness products and general merchandise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Launch of TrumpRx Program: President Trump officially launched the TrumpRx program on Thursday, with CVS's network of approximately 9,000 pharmacies now accepting the discount cards, aimed at reducing prescription drug costs for consumers and enhancing market competitiveness.
- Discounted Drug Range: Initially, discounts are available for 43 drugs from five pharmaceutical companies, including AstraZeneca, Eli Lilly, EMD Serono, Novo Nordisk, and Pfizer, which is expected to attract more consumers to utilize CVS's services.
- Convenient Access Methods: Consumers can either search for drug prices on TrumpRx.gov and complete transactions or use coupon cards at participating pharmacies, streamlining the purchasing process and enhancing user experience.
- CVS and Novo Nordisk Partnership: CVS also serves as a retail pharmacy partner for Novo Nordisk's NovoCare Pharmacy, further solidifying its position in the prescription drug market and providing patients with more options.
See More
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- Discount Card Initiative: CVS Health has announced that its approximately 9,000 community pharmacies will accept TrumpRx discount cards, allowing eligible patients to save on medications at the pharmacy counter, thereby improving medication affordability and access for families in need.
- Pharmacist Support: With 27,000 community pharmacists available, CVS will provide customers with information and insights on maximizing their savings on medications, enhancing the overall customer experience and satisfaction in medication management.
- Fertility Medication Savings: CVS Specialty Pharmacy supports patients accessing significantly reduced pricing on fertility medications through the TrumpRx Fertility program, aligning with the Trump Administration's efforts to create competitive pricing for essential medicines and assisting families seeking fertility treatments.
- Integrated Health Services: As of September 30, 2025, CVS Health operates around 9,000 retail pharmacy locations and over 1,000 walk-in and primary care clinics, focusing on personalized, technology-driven services to improve health management and quality of care for its patients.
See More
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- Discount Card Acceptance: CVS Health announces that approximately 9,000 community pharmacies are now accepting TrumpRx discount cards, allowing eligible patients to apply savings at the pharmacy counter, thereby reducing medication costs and improving access to necessary treatments.
- Pharmacy Support Services: With 27,000 community pharmacists available, CVS will provide customers with information and insights on maximizing savings on medications, enhancing CVS's service capabilities and customer satisfaction in the retail pharmacy market.
- Fertility Medication Discounts: CVS Specialty Pharmacy supports patients accessing significantly reduced pricing on fertility medications through the TrumpRx Fertility program, aligning with the Trump Administration's efforts to establish competitive pricing for essential medicines and aiding families in need of fertility treatments.
- Integrated Health Solutions: As of September 30, 2025, CVS operates approximately 9,000 retail pharmacies and over 1,000 medical clinics, committed to improving health outcomes through personalized, technology-driven services that lower overall healthcare costs.
See More
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- Market Rebound: After a tough week, tech stocks rebounded on Friday, although Amazon pulled back post-earnings, with the S&P 500 and Nasdaq still lower for the week, indicating ongoing volatility and investor focus on the tech sector.
- Surge in Capital Expenditures: Meta's capital expenditures reached $72.22 billion for the full year 2025, with plans to invest up to $135 billion in 2026, reflecting strong demand for AI infrastructure that is expected to boost earnings and backlogs for various companies.
- Broadcom Rating Upgrade: Given the capital expenditure plans from Alphabet and Meta, Broadcom's rating has been upgraded to buy, with expectations that it will exceed earnings estimates, and the current stock pullback presents an attractive entry point, showcasing confidence in the semiconductor sector.
- Economic Data Focus: Important economic data will be released next week, including the January employment report, with economists expecting nonfarm job gains of about 70,000 and an unchanged unemployment rate of 4.4%, as the market remains sensitive to changes in the employment landscape.
See More
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- Biosimilar Introduction: CVS Health announced that starting April 1, 2026, it will add osteoporosis biosimilars Ospomyv and Stoboclo, along with generic teriparatide products Bonsity and Tymlos, to its major national commercial formularies, providing patients with more cost-effective treatment options.
- Significant Cost Savings: Ed DeVaney, President of CVS Caremark, stated that the company has generated $1.5 billion in gross savings for customers and members by replacing Humira with biosimilars, demonstrating the value of formulary tools in driving competition.
- High Transition Success Rate: CVS Caremark reported that 96% of its clients using Humira successfully transitioned to a biosimilar, indicating effective support and guidance provided during the medication switch process.
- Formulary Update Process: CVS Specialty proactively contacts prescribers and patients during formulary changes to explain updates and guide them through the transition, ensuring patients receive timely access to necessary treatments.
See More
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- Job Data Expectations: The U.S. is expected to add 60,000 jobs in January, up from 50,000 in December, which could influence the Fed's monetary policy direction amidst ongoing economic uncertainty.
- Inflation Metrics Analysis: The January Consumer Price Index is projected to rise by 0.29% month-over-month and 2.5% year-over-year, showing improvement but still falling short of the Fed's 2% target, potentially affecting investor rate expectations.
- Market Reaction and Risks: Recent signs of labor market weakness, including an ADP report indicating only 22,000 new private sector jobs, may heighten expectations for further Fed rate cuts, although investors remain optimistic about economic resilience.
- Stock Market Rotation Trend: A significant rotation within the stock market is underway, with the Dow Jones Industrial Average rising over 2% this week, reflecting confidence in economic recovery, despite ongoing weakness in tech stocks.
See More
