PBMs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 24, 2026 by AJ Loiacono · across every show →
Everything said about PBMs, oldest first
Aug 24, 2026 negative
Loiacono: Breaking Out PBM Revenue Streams by Client Is Almost Impossible
“My competitors had to suddenly contemplate, am I going to disclose what I'm making on spread pricing? Acquisition costs, three 40 B rebates, performance management fees, you know, like price protection. They have all these revenue streams and to break it out b…”