Cvs Health Corporation · NYSE:CVS
Cvs Health — Investor Day (December 2021)
13 slides from Cvs Health's investor day presentation, Dec 9, 2021
Slide 1: Achieving sustained growth by connecting unmatched capabilities to deliver consumer value
2021 2021 INVESTOR INVESTOR DAY DAY Achieving sustained growth by connecting unmatched capabilities to deliver consumer value DAN FINKE Executive Vice President and President, Health Care Benefits
Slide 2: Cautionary statement concerning forward-looking statements
These presentations include forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of CVS Health Corporation. The statements made in the presentations today and the information that is included in th
Slide 3: Our HCB leadership with consumers, plan sponsors, and government entities
Health Care Benefits Segment Our HCB leadership with consumers, plan sponsors, and government entities >23M 15M 87% Medical benefit Integrated medical and of Medicare Advantage members pharmacy members1 members in plans with 4+ star ratings for 2022 plan year2 16 93% 77M Medicaid state Member retent
Slide 4: Our business today, positioned for growth…
Health Care Benefits Segment Our business today, positioned for growth… Revenue from Government The nation’s… $80.7B – products has increased from ~61% to ~68% of total revenue 3rd largest $81.9B from 2019 Individual Medicare Advantage plan4 FY 2021E Total Revenues The nation’s… 2nd largest Group Me
Slide 5: Market dynamics and opportunities
Health Care Benefits Segment Market dynamics and opportunities • Demographic shifts driving greater spend on chronic conditions and complex care Sustainable growth in the • Favorable market environment continues to grow and strengthen Government Health Care Benefits segment programs is enabled by ha
Slide 6: Achieving industry-competitive growth by…
Health Care Benefits Segment Achieving industry-competitive growth by… 1 2 3 Being the definitive choice Winning in the employer- Partnering with state for consumers sponsored market government entities in Medicare, Dual-Eligible, with differentiated benefits to serve Medicaid members and ACA Exchan
Slide 7: Winning in consumer choice solutions
Health Care Benefits Segment 1 Winning in consumer choice solutions by leveraging enterprise assets that meet the needs of Individual Medicare Advantage, Dual-Eligible, and ACA Exchange members Greater affordability How that translates to Design benefits that use enterprise assets and drive cost eff
Slide 8: Driving growth in the employer segment
Health Care Benefits Segment 2 Driving growth in the employer segment by developing integrated assets and capabilities that drive market differentiation and meet plan sponsor’s needs Integrated plan sponsor approach How that translates to Serving clients with a single point of contact with medical a
Slide 9: Earning more Medicaid business
Health Care Benefits Segment 3 Earning more Medicaid business by partnering with community and government stakeholders and providing access to high-quality, low-cost health care for all the people we serve How that translates to Personalized interactions Align to the behaviors of the mobile-centric
Slide 10: How will new company growth avenues accelerate growth in HCB?
Health Care Benefits Segment Develop closer connections with our members, How will new company enabling us to guide them to the right care, through… growth avenues accelerate Pharmacy Digital & growth in HCB? Solutions Virtual Care Comprehensive Redefined Primary Care Provider Network Integrated Hea
Slide 11: Combining our current assets works, new opportunity unlocks greater potential
Health Care Benefits Segment We know that combining our current assets works, so this new opportunity unlocks greater potential6 How will new company growth avenues 40% 3-6% Higher Lower medical accelerate engagement PMPM growth in HCB? 18% 10% Fewer Less ER hospitalizations visits 11 ©2021 CVS Heal
Slide 12: Key takeaways
Health Care Benefits Segment • Be the definitive choice for consumers across all market segments by being simple, local, connected, and personal Key takeaways • Win in the employer sponsored space with differentiated benefits that deliver better outcomes • Partner with state government entities to s
Slide 13: Endnotes
Health Care Benefits Segment Endnotes All data is provided by CVS Health Enterprise Analytics or other internal CVS Health Sources, unless otherwise noted. All data is as of September 30, 2021, unless otherwise noted. 1. Medical and Pharmacy members as of October 2021. 2. CVS Health Enterprise Analy