Regulatory risk Regulatory investigations and ongoing antitrust, ERISA, and 340B funding scrutiny around Caremark/CVS Health indicate increased risk and potential need for compliance and governance services, risk assessments, and remediation support for clients and internal processes.

Biosimilar adoption Plans to update formularies to increase biosimilar adoption present opportunities to offer formulary optimization, cost containment, and payer strategy services, including implementation support and member education programs.

340B reform exposure Allegations and lawsuits related to 340B pricing and spread pricing create a sales angle for consulting, technology, and audit services that help clients monitor rebates, ensure program integrity, and optimize 340B claims processing.

Expansion momentum New client signings and ongoing growth in 340B processing and PBM capabilities signal demand for scalable PBM technology, claims processing platforms, and managed services for large hospital systems and health networks.

Technology stack Current tech footprint including TypeScript, PHP, and cloud protections suggests opportunities to pitch modernization partnerships, integration services, and security/compliance assessments for enterprise customers and partners.