Articles tagged with “vertical-integration”

Analysis: Why Google Bought Intersect for AI Energy Supply

An analysis of Alphabet's $4.75B acquisition of Intersect Power, which closed March 10, 2026. Learn why Google bought the energy firm to solve AI's massive data center power demand.

45 min read

12/23/2025

google intersect deal ai energy consumption data center infrastructure renewable energy vertical integration co-location alphabet inc

US Specialty Pharmacies: A Guide to Mail-Order Providers

Updated 2026 guide to US mail-order specialty pharmacies. Covers $751B market, top players (CVS, Optum, Express Scripts), FTC PBM reform, Walgreens-Sycamore split, GLP-1 growth, and specialty drug distribution trends.

50 min read

11/12/2025

mail-order pharmacy specialty pharmacy specialty drugs pharmacy benefit manager healthcare distribution cvs specialty optum specialty pharmacy express scripts accredo vertical integration

The Big 3 PBMs: An Analysis of Market Share & Dominance

Explore the top 3 PBMs controlling 80% of the U.S. market. Updated with 2026 federal reform law, FTC Express Scripts settlement, DOJ UnitedHealth probe, and landmark rebate pass-through requirements.

50 min read

11/9/2025

pharmacy benefit manager pbm market share the big three pbms cvs caremark express scripts optumrx drug supply chain vertical integration spread pricing drug prices