CVS Health Corp Q2 2023 Earnings Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Lisa Christine Gill - JPMorgan Chase & Co, Research Division - Analyst : Great. First, Shawn, I want to say thank you for revising 2024. I think that, that's a very realistic expectation, and I like the word of potential upside. So with that said, let me move to my question, and that's really around GLP-1s. As I think about the different components of the business, I heard you and Dan both talk about the fact that Commercial was in line. But just given the strength of what you're seeing on your Pharmacy side of your business, is there not any impact on the medical side of your business due to GLP-1s? And then secondly, as we think about both GLP-1s biosimilars, the strength in the Rx services component of the business, can you maybe just walk through what some of those components are? Are we starting to see more rebating activity around GLP-1s? I know Karen had made a comment around programs, around obesity and diabetes, if you can talk anything around that as to how we think about that going forward in the Pharmacy services business. And then just lastly, on the Pharmacy Services business, any incremental comments on how to think about the '24 selling season, how that went? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 02, 2023 / 12:00PM, CVS.N - Q2 2023 CVS Health Corp Earnings Call