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CVS Health's strategy could make other pharmacies sick

Written by George Anderson

As much as many admired the decision by CVS to stop selling cigarettes, there were also plenty who wondered how the company would manage to make up the roughly $1.5 billion in annual tobacco sales lost as a result. It appears as though CVS has a plan and that the strategy goes beyond the company's drugstores.

According to reports, CVS Health's Caremark pharmacy benefits manager (PBM) division plans to charge up to an additional $15 in co-pays to consumers who purchase their prescription medicines at pharmacies that sell tobacco products.

A CVS Health spokesperson told The Wall Street Journal that some of Caremark's PBM customers have asked the company about creating a network of pharmacies that do not sell tobacco. Moving customers from other pharmacies to CVS could prove a boon to the company's retail pharmacies, which already fill about one-third of the prescriptions covered by Caremark.

CVS Health's heavy-handed approach with Caremark stands in contrast to its "We Wish" ad campaign that makes an emotional connection between the company's mission and the welfare of its customers. The voice-over for a commercial, which has gotten over one million views in less than two months, says, "The wish we wish above all for ourselves and those we love is health... Introducing CVS Health, a new approach, a new purpose, a new promise to do everything we can to help all those wishes come true."

The American Pharmacists Association asked drugstores to stop selling tobacco in 2010. While a number of small independents had taken the step, CVS was the first major chain to end tobacco sales in its stores.

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