PBMs
3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 17, 2018 by David Frankel · across every show →
Everything said about PBMs, oldest first
Sep 17, 2018 negative
Frankel: Pharmacy e-commerce is a binary 'scale or die' business model
“The distributors, the drug distributors who control a lot of the markets don't take you that seriously. You don't get the financial breaks that much, much larger customers get unless you're reaching a certain scale. The PBMs certainly don't take you very serio…”
Jun 5, 2023
Oct 14, 2024 negative
Frankel: Pharmacy benefit managers hold huge market caps while adding no value
“And these are these legacy companies, a great example of them is the PBMs, the Pharmacy Benefit Managers. Companies that were very innovative 40 years ago, So a PBM connects the pharmacy to the insurer. You know, 40 years ago or 30 years ago, they were great c…”