CVS Health Corporation (NYSE:CVS) 45th Annual Raymond James Institutional Investors Conference Transcript March 5, 2024 9:50 AM ET Executives Tom Cowhey - Executive Vice President and CFO Analysts Unidentified Analyst So I’ve been doing these 25 years and they have to tell me where the on button is for the mic, so equity professional. So, good morning, everybody. We’re very happy to have CVS back after a lengthy absence. I don’t think Larry Merlo felt the greatness last time he was here, so they boycotted u ...

业绩总结 - CVS在2024年的业务表现符合预期，特别是在Medicare方面[4] - 公司在Obamacare交易所业务中取得了显著增长，通过合作产品推动了药店和诊所的利用率[7] - Oak Street在2023年表现出色，公司计划加速开设诊所以应对V28的挑战[7] 用户数据 - CVS计划通过多项措施来恢复Medicare业务的利润率[2] - 公司通过收购获得了先进的初级护理、医生增强和家庭服务能力[6] 未来展望 - 2025年CVS计划通过多项措施来恢复Medicare业务的利润率[2] - 公司认为自身在PBM领域的地位具有较强的可持续性和盈利性，尽管面临一些挑战[8] 新产品和新技术研发 - CVS计划通过CostVantage项目来改变药品定价结构[4] - 公司通过整合Aetna Caremark产品，公司看到了低医院入院率和更好的药物依从性等好处[7] 市场扩张和并购 - 公司通过收购获得了先进的初级护理、医生增强和家庭服务能力[6] - 公司在Obamacare交易所业务中取得了显著增长，通过合作产品推动了药店和诊所的利用率[7] 负面信息 - Change Healthcare的问题对CVS的影响主要体现在Medicaid业务上[1] - CMS对Medicare Advantage的定价方式可能会对CVS的业务产生影响[3]

新心律失常测试推出 - CVS Health旗下的Signify Health最近推出了一项新的心律失常测试[1] - 该测试的推出扩展了公司的诊断和预防服务[1] - Signify Health的新测试可以识别患有心律失常风险的成员，并进行心脏活动的持续监测[4] 心律失常的重要性 - 早期在家检测房颤可以帮助减轻症状和更严重的并发症[2] - 未被诊断的心律失常患者可能出现胸痛、心跳急促和不规则、呼吸急促等症状，以及中风和糖尿病等高风险疾病[3] - 早期识别心律失常对于减少心力衰竭或中风等并发症的风险至关重要[6] 市场趋势和公司发展 - 使用连续ECG贴片筛查心律失常可以提升会员体验和促进更好的结果[5] - 全球心律失常市场预计将在2030年以6.8%的复合年增长率增长，受到吸烟、过度饮酒和肥胖等生活方式选择增加的影响[8] - Signify Health继续展示其在家康复能力的价值，为所有多付款人医疗保险合作伙伴提供服务[9] - CVS Health通过利用Signify在其他产品中的强大能力，包括个人交换和医疗补助，扩大了其可寻址市场[10] - 公司正在消除数字采用的障碍，使客户更容易访问他们寻求的服务，如在线药房补充和预约接种[11] 股价表现和评级 - CVS在过去六个月中的股价上涨了14.8%，超过了行业的上涨幅度[12] - CVS Health目前持有Zacks Rank 3（持有）[13]

ToplineCVS and Walgreens will begin selling the abortion pill mifepristone at pharmacies across select states in the coming weeks, as the Supreme Court gears up to hear oral arguments about the drug at the end of the month.The chains will sell the drug at pharmacies across several states. Corbis via Getty Images Key FactsThe pharmacy chains received certification from the Food and Drug Administration to dispense the pill, according to the New York Times, which originally reported the news. CVS said it is w ...

药店提供堕胎药米非司酮 - CVS和Walgreens将在一些州的药店开始提供堕胎药米非司酮[1] - 两家最大的药店连锁店表示他们已经获得了FDA去年发布的指导方针下分发米非司酮的认证[2] - Walgreens计划在纽约、宾夕法尼亚、马萨诸塞、加利福尼亚和伊利诺伊等州的一些药店提供这种药物[3] - CVS将在马萨诸塞和罗德岛的所有药店提供这种药物[6] - CVS和Walgreens必须确保其计算机系统保护处方者的隐私，同时满足其他具体步骤才能获得认证[11] - 米非司酮是终止怀孕的第一颗药片，用于怀孕期长达70天的情况[15] - 使用堕胎药是一个两种药物的疗程：首先服用米非司酮，然后在24至48小时内服用米索前列醇，引起宫缩以排出怀孕组织[16]

A container holding boxes of Mifepristone, the first medication in a medical abortion, are prepared for patients at Alamo Women's Clinic in Carbondale, Illinois, April 20, 2023.CVS and Walgreens will start selling the abortion pill mifepristone this month at certain pharmacy locations in states where it is legal to do so, spokespeople for the companies told CNBC on Friday. CVS and Walgreens received certification from the Food and Drug Administration to dispense the commonly used pill at their retail pharma ...

While telehealth stocks, once stars of the pandemic era, have seen a recent dip in investor interest, savvy investors recognize the sector’s bright future. Moreover, according to TalkSpace (NASDAQ:TALK) CEO Jon Cohen, it could be argued that the pandemic catapulted telehealth forward by a decade, ushering in a new era of at-home primary and specialty care demanding investor attention.Furthermore, the consensus over the health of the U.S. economy is largely positive, which bodes well for relatively risky pla ...

CVS Health股票表现 - CVS Health是近期Zacks.com上搜索量最高的股票之一[1] - CVS Health所属的Zacks零售-药店和药店行业在过去一个月内上涨了1.5%[2] 盈利预期评估 - Zacks优先评估公司盈利预期的变化，认为股票的公允价值取决于未来盈利的现值[3] - 卖方分析师对CVS Health的盈利预期变化与股价走势有着强烈的相关性[4]

The investments are one of many initiatives ranging from retail to workforce and philanthropy that exemplify the company's longstanding commitment to the people of Hawai'iWOONSOCKET, R.I., Feb. 21, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced its contribution of nearly $35 million in equity investments towards the creation of two new affordable housing developments in Hawai'i. Located in Lahaina, Maui and Kapolei, Oahu, the communities will also offer residents supportive social and educatio ...

公司活动 - CVS Health宣布首席财务官Tom Cowhey将参加第45届雷蒙德詹姆斯机构投资者大会[1] - 活动将在CVS Health网站的投资者关系部分进行音频网络直播[2] 公司简介 - CVS Health是领先的健康解决方案公司，通过本地存在、数字渠道和超过30万名专业同事，包括4万多名医生、药剂师、护士和护士执业者，为全国数百万人提供医疗服务[3] - 公司的目标是在医疗系统中建立无缝连接，简化体验，成为每一个健康时刻的值得信赖的伙伴[4]