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Cramer's Mad Dash: CVS Health
CVS HealthCVS Health(US:CVS) CNBC Televisionยท2025-07-31 13:45

Company Performance - CVS's quarterly revenues are substantial, reaching $98-99 billion [1] - CVS is exiting individual exchange plans in 2026, effectively leaving Obamacare [2] - Guidance increases to $6620 from $5756, suggesting positive future performance [3] Competitive Landscape - Walgreens is shrinking [1] - UNH experienced cost-related problems [1][3] - Molina and Oscar faced disasters due to mispricing [3] Strategic Initiatives - CVS will now serve 185 million people, including 60 million with multiple offerings [2] - CVS has improved its pricing strategy [2]