BrightSpring Specialty Pharmacy Revenue Jumps 30% as LDD Portfolio Hits 155 Programs

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โดย Zacks Investment Research·US·Read original
Summary · why it matters

BrightSpring Health Services' Specialty and Infusion business grew revenue 30% year over year in the second quarter, with scripts up 31%, driven by branded limited distribution drug growth, new launches, fee-for-service programs, generics and acute-infusion expansion. The company added two ultra-narrow-network LDDs in the quarter, bringing its total portfolio to 155 programs, and launched 12 LDDs in the first half of 2026, four as exclusive partners and eight as ultra-narrow-network programs. Pharmacy Solutions' adjusted EBITDA rose 44% to $180 million, and management expects continued quarter-over-quarter growth through the remainder of 2026. BrightSpring said it has several hundred clinical liaisons across thousands of prescriber offices and 15 years of LDD experience, infrastructure it can leverage for rare and orphan therapies. Separately, Cigna's Specialty & Care pretax adjusted earnings rose 22% year over year to $1.1 billion, while Humana's second-quarter growth was driven primarily by Medicare Advantage membership and CenterWell expansion.

Impact on stocks 4

Aging Population▲ · 2 stocks
Humana Inc
HUM
▲ PositiveDemandrelevance

Humana's second-quarter growth was driven primarily by Medicare Advantage membership and CenterWell expansion.

Health Care▲ · 1 stocks
Cigna Corp
CI
▲ PositiveCapitalrelevance

Cigna's Specialty & Care pretax adjusted earnings rose 22% year over year to $1.1 billion.

Consumer Staples▲ · 1 stocks
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