CVS Health Corporation (CVS) Presents at Leerink Global Healthcare Conference 2026 Transcript

SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call CVS Health Corporation (CVS) Leerink Global Healthcare Conference 2026 March 9, 2026 8:40 AM EDT Company Participants Prem Shah - Executive VP & Group President Conference Call Participants Michael Cherny - Leerink Partners LLC, Research Division Presentation Michael ChernyLeerink Partners LLC, Research Division Great. Good morning, everyone. Welcome to this session of the Leerink Global Healthcare Conference. I'm Mike Cherny, the health care tech distribution analyst. Pleased to have CVS Health with me. Prem Shah, Group President, kind of does everything now. Larry McGrath, Chief of Strategy, also does everything right now. Tom Zoltowski, who runs the IR function on the back with us. I have a ton of questions. We're just going to start to jump right in. But Prem, when we first met, I think it was in your CVS store in Milton, Massachusetts maybe when you did a tour. You've now taken on a new role, expanded responsibilities as Group President, overseeing kind of pharmacy businesses, health care delivery. As you think about your role here and taking over more, like where do you see the enterprise and all these assets coming together, especially what sits under your purview? Question-and-Answer Session Prem ShahExecutive VP & Group President Yes, Mike, thanks for the question. And I'd say a few things. So in this new role, I have responsibility for our PCW business, which is our 9,000 local community pharmacies. I have responsibility for Caremark, which is our PBM and our health care delivery assets. And when David became CEO, one of his big questions was how do we think about really being transformative with the consumer. And so we made a lot of progress in PCW along the way, but the real question was, how do you drive consumer experiences that are very, very differentiated inside of our