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Why Consulting Firms Are Acquiring Their Own Specialty Pharmacies

Why Consulting Firms Are Acquiring Their Own Specialty Pharmacies

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In this episode of Service Business Talks, Lucas and Luna explore why major consulting firms are acquiring specialty pharmacies. With US drug spending hitting $500 billion annually, firms like McKinsey and Deloitte are buying pharmacies to integrate patient data, clinical insights, and medication management into their healthcare consulting practices. Lucas breaks down the economic rationale—these acquisitions create a flywheel where consulting revenue from payer clients and pharmacy margin reinforce each other—and discusses regulatory risks, including kickback laws. Luna questions whether this conflicts with consulting objectivity and whether the margins justify the complexity. The episode uses the CVS-Aetna merger as a comparison point and speculates on what happens if this becomes a new standard for healthcare consulting. A focused, specific angle on how consulting firms are verticalizing into drug distribution. #Consulting #Healthcare #SpecialtyPharmacy #McKinsey #Deloitte #VerticalIntegration #HealthcareStrategy #BusinessStrategy #ProfessionalServices #Pharmacy #PBM #DrugPricing #BusinessPodcast #FexingoBusiness #ServiceBusinessTalks #LucasAndLuna #MergersAndAcquisitions #HealthcareConsulting Keep every episode free: buymeacoffee.com/fexingo
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