As a PBM, they might actually be making some money back by not supporting tobacco products as well. If the anti-tobacco stance gets an extra health plan or insurer to sign with Caremark, the increased revenue from scripts, and potential added trips from customers, can make up for losses in tobacco-related revenue.
Might also help them position themselves to shift more and more towards being a credible health care service provider.
Might also help them position themselves to shift more and more towards being a credible health care service provider.