The Contract Series Four briefs on what your carrier contract actually allows.
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Brief No. 14
PBM Contracts May 2026

Spread Pricing: The Markup You Can't See

$800 charged. $200 paid. $600 kept. Legal. In your contract. And almost certainly in your top-50 drugs.

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Brief No. 15
Drug Pricing May 2026

Rebates: The $500K Check That Costs $2M

The rebate felt like a win. The $2M you overspent to receive it didn't show up anywhere visible.

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Brief No. 16
Carrier Contracts May 2026

OON Repricing: A Fee on Phantom Savings

$300K saved. $90K fee. The benchmark? Set by the same vendor collecting the fee. Convenient.

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Brief No. 17
Direct Contracting May 2026

"Managed to Contract" — Why Direct Contracting Is Back

75% of large employers are already there. The ones winning aren't picking better vendors — they're writing better contracts.

More Articles
Hospital Pricing Is a Joke
Hospital Pricing May 2026

When Hospital Pricing Stops Being "High" and Starts Being a Joke

Hospitals bill 3–10× Medicare for the same service, then brag about a "40% discount" off a price they invented. Here's why direct contracting is back, and what makes it actually work.

ACA MLR Rule
Health Insurance April 2025

We've Been Looking at Health Insurance Wrong

The ACA's MLR rule was sold as a check on insurer profits. But a spending ratio isn't a profit cap — and the biggest players have figured out exactly where the line is.

Healthcare Vertical Integration
Market Structure March 2025

Vertical Integration Is Making Health Insurance More Expensive

When an insurer owns the PBM, the pharmacy, and the provider group, it isn't just collecting premiums anymore. It's profiting at every stop — and the consumer pays the bill.

The PBM Maze
Drug Pricing February 2025

The PBM Maze: Drug Pricing Feels Like a Scam. Here's Why That's Not an Accident.

If you've ever stood at a pharmacy counter wondering how a pill could possibly cost that much, you're not confused — you're paying attention. Drug pricing doesn't move in a straight line. It moves through a maze, and at every stop, someone has a hand in the pocket.

$8
OTC fix the
system missed
Brief No. 12
Women's Health April 2026

The $8 TikTok Diagnosis: What Your Claims Data Already Knows

Women in perimenopause are discovering a 40-year-old allergist protocol on TikTok before their doctors mention it. Self-funded plan sponsors are financing the misdiagnosis cascade — in cardiology, GI, and psychiatry. Here's the data, and three moves to fix it.

Resources & Guides

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