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The Strategist: May 8, 2025

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Strategist | Strategy CatalystThe Strategist in Brief: May 8, 2025

A brief summary of the top stories in this edition, including an audio version.

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Strategist | Strategy CatalystArkansas passes law banning PBMs from owning pharmacies

The law primarily targets the “Big Three” PBMs—CVS Caremark, Cigna’s Express Scripts, and UHG’s Optum Rx—who collectively control 80% of the U.S. prescription market.

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Strategist | Strategy CatalystUHG stock plummets after MA data shows high utilization

UnitedHealth Group’s stock price declined by 27% in the days following the release of the company’s Q1 earnings results on April 17.

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Strategist | Strategy CatalystAHA report highlights cost and reimbursement headwinds for health systems

The report highlights factors putting financial strain on hospitals, including workforce shortages, Medicare/Medicaid reimbursement headwinds, MA, and tariffs.

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Strategist | Strategy CatalystNews Flashes, Top Reads, and Numbers: May 8, 2025

A quick roundup of recent news, our top reads of the week, and numbers in the news.

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