pharmacy benefit managers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 14, 2024 by David Frankel · across every show →
Everything said about pharmacy benefit managers, oldest first
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…”