According to Mark Cuban on Twitter, Cost Plus Drugs has announced partnerships with several transparent, pass-through pharmacy benefit managers (PBMs), encouraging decision-makers to consult these PBMs before finalizing any corporate pharmacy benefits (Source: @mcuban, May 6, 2025). For investors and trading professionals in the healthcare and pharmaceutical sectors, this move signals a shift towards greater price transparency and potentially lower drug costs, which could impact the stock performance of traditional PBMs and benefit transparency-focused companies.

According to Mark Cuban, there are significant anti-competitive practices by major pharmaceutical members who prevent brand manufacturers from offering rebates through Cost Plus Drugs. Cuban alleges these members threaten to remove manufacturers from formularies if they engage with Cost Plus Drugs. This could impact trading strategies related to pharmaceutical stocks, influencing both market dynamics and investor sentiment.