Meanwhile, a deliberate shift in the individual exchange mix toward bronze plans and rationalized membership should have enhanced profitability in this segment.The Zacks Consensus Estimate for CVS' Health Care Benefits arm revenues is pegged at $33.66 billion for the first quarter of 2025.PBM Strength and Drug Cost Management: Caremark, CVS Health's pharmacy benefit manager (PBM) business, is expected to have continued to play a vital role in offsetting the rising cost of branded drugs during the first quarter, Despite ongoing regulatory scrutiny. CVS earlier highlighted how PBMs negotiate significant savings, pointing to examples like biosimilar conversions that saved clients nearly $1 billion.In Biosimilar, CVS Health's CostVantage and TrueCost models are being positioned as industry-first solutions to pharmacy pricing opacity. These models now represent over 75% of Caremark's commercial members.