CVS

CVS will restore Zepbound coverage on October 1 and add Eli Lilly's newly approved Foundayo obesity pill to drug plans starting June 1. This expanded coverage could significantly increase market access for weight management medications.

CVS exceeded estimates across all business segments including Aetna insurance, retail pharmacy, and health services, prompting the company to raise its outlook. This outperformance demonstrates the resilience of integrated healthcare models and could influence investor appetite for healthcare consolidation plays.