Brian O. Newman Executive Vice President and Chief Financial Officer Cautionary statement regarding forward looking statements First quarter 2026 May 6, 2026 Earnings Conference Call J. David Joyner Chairman and Chief Executive Officer This presentation includes forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of CVS Health Corporation ("CVS Health"). By their nature, all forward-looking statements are ...

CVS Health raised its full-year forecast on Wednesday, aided by increased first-quarter earnings in the company's pharmacy management business and strong medical cost controls in its government-sponsored health plans. ...

Exhibit 99.1 CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE WOONSOCKET, RHODE ISLAND, May 6, 2026 - CVS Health Corporation (NYSE: CVS) today announced operating results for the three months ended March 31, 2026. "CVS Health continues to provide what people want most from health care: a connected, convenient, cost-effective engagement experience across our unique collection of businesses. We build trust every day in communities across the country by provid ...

A screen displays the logo and trading information for CVS at the New York Stock Exchange, March 24, 2026. CVS Health on Wednesday blew past first-quarter earnings and revenue estimates and raised its 2026 guidance, as its once-troubled insurance business showed improvement. CVS, which operates the nation's largest pharmacy chain, sees full-year profit coming in between $7.30 and $7.50 per share. That's up from a previous guidance of $7 to $7.20 per share. Earnings per share: $2.57 adjusted vs. $2.20 expect ...

The company attributed much of the improvement to a turnaround at its insurance unit, Aetna. ...

CVS attributed much of the improvement to a turnaround at its insurance unit, Aetna. ...

CVS健康调整药品目录核心决策 - CVS健康宣布自7月1日起在其最常用的药品目录中优先使用低成本、可互换的生物类似药，以替代强生的银屑病药物Stelara [1] - 此项调整由其药房福利管理部门Caremark执行，将转向使用Stelara的生物类似药版本，例如山德士的Pyzchiva和百康生物的Yesintek [2] - 大多数会员将为其治疗支付0美元的自付费用 [2] 决策背后的商业逻辑与行业影响 - 公司高层表示，扩大采用FDA批准的生物类似药能为客户带来显著节约，同时支持更广泛、更经济地获得成熟疗法 [3] - 生物类似药与普通仿制药不同，后者是简单化学药的精确复制品，而前者源于活细胞，无法被完全精确复制 [3] - Caremark正在扩大特定专科治疗领域的生物类似药覆盖范围，包括多发性硬化症和罕见血液疾病的治疗 [4] - 药品目录是在药房福利管理商支持下管理的、健康计划涵盖的处方药列表，该管理商充当雇主和健康计划的中间人 [4] 其他行业动态摘要 - 意大利Banco BPM银行第一季度净利润超出预期，主要受净手续费收入激增推动，抵消了贷款收入下降的影响 [5] - 据金融时报报道，日产汽车将在全球重组中削减10%的欧洲员工 [5] - 美国及其他国家提议达成电子商务协议，以应对世贸组织谈判的深度僵局 [5] - Fiserv公司因金融解决方案业务表现疲软，季度营收未达预期 [5] - 荷兰量子计算公司QuantWare从英特尔等投资者处筹集了1.78亿美元资金 [5]

公司新闻核心 - CVS Health旗下药房福利管理机构CVS Caremark宣布对其最常见的商业模板药品目录进行更新，旨在通过扩大低成本生物类似药的使用来改善药品的可负担性和可及性 [1] - 这些更新预计将为客户节省大量费用，同时保持严格的临床标准，是公司应对处方药成本上涨、改善数百万美国民众获得平价药物努力的一部分 [1][6] 药品目录更新详情 - 更新将于2026年7月1日生效，将在最常见的商业模板药品目录中优先使用可互换的生物类似药，而非特定的参考品牌药 [1][2] - 具体变更包括，在大多数常见商业模板药品目录中，从品牌药Stelara®转向优先使用低成本、可互换的生物类似药替代品Pyzchiva®和Yesintek®，使用此变更后，大多数会员将为该疗法支付0美元自付费用 [3] - 除Stelara相关变更外，公司还在扩大特定专科治疗领域的生物类似药覆盖范围，包括多发性硬化症和罕见血液疾病的治疗，例如针对Tysabri®的生物类似药Briumvi®和Tyruko®，以及针对Soliris®的生物类似药Epysqli® [3] - 这些生物类似药均达到美国食品药品监督管理局对其参考产品相同的安全、有效和质量标准，并在适用的情况下被指定为可互换，为患者和计划赞助方提供了更经济的选择 [3] 公司战略与影响 - 此次药品目录更新是CVS Caremark更广泛药品目录战略的一部分，该战略优先考虑：利用竞争降低药品净成本的**可负担性**、扩大临床适当治疗方案的**可及性**、以及支持客户和会员长期可持续性的**价值** [7] - 公司的药品目录由药房福利管理机构管理，是健康计划下的处方药列表，CVS Caremark会定期评估其模板目录，以在帮助管理客户及其所服务会员的总体药品成本的同时，支持会员获得经独立药学与治疗学委员会评估的临床适当治疗 [4] - 公司将为客户、顾问、医疗服务提供者和会员提供超前的沟通与支持，包括主动的外联、教育资源和临床支持计划，以确保向优先治疗方案的平稳过渡 [5] 公司背景 - CVS Health是一家领先的健康解决方案公司，截至2025年12月31日，公司拥有约9,000家零售药店、超过1,000家免预约和初级保健医疗诊所，以及一家拥有约8,700万计划会员的领先药房福利管理机构 [8] - 公司还通过传统、自愿和消费者导向的健康保险产品及相关服务，为估计超过3,700万人提供服务，其中包括高评级的Medicare Advantage产品和领先的独立Medicare Part D处方药计划 [8]

CVS Health Corporation (NYSE:CVS) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer expects a good quarter from the company, as he commented: I might be on a roll here, and I want to press my bet by telling you that I think that CVS will give you a good quarter, too. I wish the stock hadn’t run so much, but CEO David Joyner, he’s done a great job fixing up CVS while Rite Aid closed down and Walgreens is self-immolating. Don’t forget, I think Aetna’s goin ...

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. CVS Health Corporation (NYSE:CVS) is one of the stocks discussed by Jim Cramer. Pharmaceutical retailer CVS Health Corporation (NYSE:CVS) is one of Jim Cramer’s favorite stocks in the space. The shares are up by roughly 25% over the past year and by 4% year-to-date. Baird discussed CVS Health Corporation (NYSE:CVS) on April 15th, as it raised the share price target to $94 from $92 and kept an Outperform rati ...