GenericsPharmaceutical Commerce • Oct 2, 2026
Locking up CVS — about 28% of Cardinal's revenue and a top McKesson account — through 2032 removes the largest re-bid risk hanging over two of the Big Three; Cardinal's is a binding LOI (current scope intact) while McKesson's is still an agreement in principle, and the renewal keeps the branded-and-generic volume that clears through these chains inside the incumbent sourcing networks rather than up for contest.