CLAIM #18632 · CVS Health Corp (CVS) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026
“We're excited about the shift to greater transparency and believe this recent legislation will accelerate adoption of TrueCost.”
Ed DeVaney · Executive
How to check this claim
Look at: Number or share of clients/covered lives adopted on TrueCost pricing model at Caremark
It came true if: TrueCost adoption (clients or lives) increases year-over-year by end of FY2026 versus FY2025 level
Where: Company disclosures/management commentary on TrueCost adoption (earnings calls, investor presentations)
In context
“is we anticipated these changes were driving the change. And now I'm going to have Ed DeVaney speak more broadly to how we're thinking about TrueCost and maybe this being an accelerator for the adoption. Ed DeVaney: So thank you, David, and I appreciate the question, Lisa. And with TrueCost, we anticipated the market events would demand change in the marketplace, which is really why Caremark innovated and led the market over 2 years ago. It's important to remember that TrueCost is built for transparency, durability and stable margins. The PBM industry is a dynamic market and profit pools, not only have evolved over time, but we certainly expect they will evolve in the future. And we ultimately believe the margin profile will be similar and underlying growth for Caremark remains unchanged. We're excited about the shift to greater transparency and believe this recent legislation will accelerate adoption of TrueCost. Operator: Your next question comes from Michael Cherny with Leerink. Michael Cherny: Maybe to keep the momentum going, I'd love to dig in a little bit on PCW. Great to hear the progress on CostVantage, the completion of the contracting. As you think about your market positioning to '26, especially going on a full basis with CostVantage with the Rite Aid scripts are continuing to ramp, how do you think about your opportunity to continue to gain share? And where do you see the competitive positioning across the market given the changing competitive dynamics that are currently in place relative to your position as an all-encompassing omnipresent pharmacy, obviously, with the mail side attached as well. J. Joyner: Yes. Thanks, Michael. I think I'm going to have Len Shankman, talk specifically”
Verify independently
SEC filings for CVS ↗ · Claim quote is verbatim from the 2025Q4 earnings call.