It’s a quiet summer Friday, and I’m going to take advantage of the slow news flow to spend a little extra time on one of my favorite activities: handicapping future
I didn’t realize, when I woke up on Monday morning, that this would be PBM Week — a close cousin to Shark Week — but here we are. There’s a
If you want to search Cost Curve back issues or link to anything you read here, the web links and archive are online at costcurve.beehiiv.com. You can subscribe there, too.
Usually, when things break after 9 a.m., I pretend, for the purposes of this newsletter, that they didn’t happen until the next day. I’m not a breaking-news service. I’m just
Hope everyone had a great Independence Day. I’m still reeling a bit from the culture shock of moving from the #2 state for per-capita fireworks purchases to the state that
Notwithstanding the fact that I found plenty to write about today, my expectation is that the rest of the week is going to be kind of quiet. So I’m going
Happy Canada Day to those who celebrate. We stand on guard for thee. I would love to be able to say something deep and prescient about the Supreme Court’s decision
Programming note: In general, I try to take Friday’s off. I mean, who need more email? On a Friday? Before a holiday week in the U.S.? So while it’s my
I said nice things about this smart WSJ story yesterday about how mail-order pharmacies are soaking employers and patients. Antonio Ciaccia at 3 Axis Advisors then pushed out his report
If you want to search Cost Curve back issues or link to anything you read here, the web links and archive are online at costcurve.beehiiv.com. You can subscribe there, too.