TrumpRx | TexAgs

dummble

Joined: May 17, 2006

Posts: 3,327

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8:54a, 10/1/25

AG

My wife owns a lot of CVS stock and since they are a PBM, do we think TrumpRx and others in the pipeline are going to actually take a chunk from PBM? Or since those are manufacture direct will not be taking insurance, so the PBMs will actually make more money by shaking out the cash buyers?

YouBet

Joined: Jan 9, 2001

Posts: 72,398

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9:26a, 10/1/25

AG

Not sure we will know impact until we see actual drugs at TrumpRX. It's just Pfizer on it for now, no?

Diggity

Joined: Dec 4, 2002

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9:33a, 10/1/25

AG

the market doesn't seem to think this is an issue, since CVS, insurance companies, and distributors are all up today.