Overview
- Caremark, CVS’s pharmacy benefits arm, and Zinc Health Services asked the FTC to withdraw insulin-pricing complaints after both sides signed a consent agreement that covers CVS subsidiaries.
- The court docket shows the deal is executed by the parties, but the financial terms remain redacted.
- UBS analyst Kevin Caliendo reiterated a Buy rating with a $97 price target, saying the proposed settlement could remove a long-running drag on the shares.
- Attention turns to CVS’s first‑quarter results on May 6, when leaders are expected to discuss the outlook and any effects from recent legal progress.
- Recent reports of higher 2027 Medicare Advantage rates suggest a better path for Aetna’s business, which could support results over time.