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Vertical Integration

PBM Basics · 6 min read

The three largest PBMs are each embedded within vertically integrated healthcare conglomerates that combine insurance, pharmacy retail, specialty pharmacy, healthcare delivery, and data analytics under single corporate ownership. This structural reality shapes every aspect of pharmacy benefit management.

The Integration Map

ParentPBMInsurerPharmacyOther
CVS HealthCVS CaremarkAetnaCVS Pharmacy, CVS SpecialtyMinuteClinic, Signify Health, Oak Street Health
Cigna / EvernorthExpress ScriptsCigna HealthcareAccredo, Freedom FertilityMDLive, CareAllies
UnitedHealth GroupOptumRxUnitedHealthcareOptum Specialty, GenoaOptum Health (60,000+ physicians), Optum Financial

Efficiency vs. Conflict

Proponents argue that vertical integration creates efficiencies: better data sharing between the insurer and PBM, streamlined patient experiences, coordinated care management, and reduced administrative overhead. When the insurer and PBM share data, clinical programs can be more targeted and effective.

Critics argue that integration creates unresolvable conflicts of interest. When a PBM directs patients to pharmacies it owns, it profits from the dispensing margin in addition to its PBM fees. When the parent company's insurer steers members to the parent company's PBM, competitive pressure diminishes. Internal transfer pricing between subsidiaries can obscure true costs from plan sponsors.

Implications for Employers

For self-insured employers, vertical integration means that evaluating a PBM requires understanding the parent company's entire economic model, not just the PBM contract terms. Audit rights, data access, and network steering provisions take on additional significance when your PBM has a financial interest in where and how prescriptions are filled.

Due Diligence QuestionAsk your PBM what percentage of your plan's prescriptions are filled at pharmacies owned by the PBM's parent company, and what the margin differential is compared to independent pharmacy reimbursement.