Pharmaceutical Strategies Group (PSG) specializes in pharmacy benefits consulting, providing tailored solutions to optimize pharmacy programs and manage drug costs.

Pharmaceutical Strategies Group (PSG)

Abarca Health provides pharmacy benefit management solutions focused on improving healthcare access and cost management. The company is self-described as a partner for growth and innovation in the pharmacy care sector.

Abarca Health

Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance brokerage, consulting, third-party claims settlement, and administration services in the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. It operates through Brokerage and Risk Management segments. The Brokerage segment consists of retail and wholesale insurance brokerage operations; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverage's to underwriting enterprises. This segment also performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers brokerage and consulting services to businesses and organizations, including commercial, not-for-profit, and public entities, as well as individuals in the areas of insurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services to enterprises and public entities; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent insurance brokers and consultants. It serves commercial, industrial, public, religious, and not-for-profit entities. The company was incorporated in 1927 and is headquartered in Rolling Meadows, Illinois.

Arthur J. Gallagher & Co.

Epic Systems Corporation is a privately held American healthcare software company that develops, manufactures, licenses, and supports electronic medical record software applications, including the widely used 'Epic' EMR. The company's software is utilized by a significant percentage of patients in the United States and worldwide, with a strong presence in top-ranked hospitals and medical schools.

Judith R. Faulkner

Epic Systems Corporation

Insurance

EPIC Insurance Brokers & Consultants

Pharmaceutical Strategies Group - PSG | 17,625 followers on LinkedIn. Pharmaceutical Strategies Group (PSG) is the leading pharmacy intelligence and technology company providing cutting-edge drug cost-management solutions. Drawing on more than 30 years of pharmaceutical innovation and best practices experience, we deploy proprietary technology, industry intelligence, data-enabled services and the industry’s most trusted advisors to help our clients reduce costs, enhance revenue, and optimize health outcomes.

We offer a robust and holistic array of services designed to help healthcare systems, health plans, large employers and multi-employer organizations respond to the complexities of the prescription drug market and address their most pressing pharmacy management challenges.

Holly Hendrickson Yee, PharmD, RPh

Rebekah Gregg

Vice President, HR Operations

Diana Fox, SPHR, SHRM-SCP

Julie Burns

Pharmaceutical Strategies Group - PSG

The 2024 PBM Customer Satisfaction Report is now available! Download your copy and join us this afternoon as PSG industry experts Michael Lonergan and Morgan Lee will provide key insights from the report! Download report >> https://lnkd.in/gjfU57Eh Register for webinar >> https://lnkd.in/gzFkW2rv

CVS Caremark has published its 2025 formulary changes. Learn about the changes and what their impact will be on payers and patients alike in this analysis from PSG! Read article >> https://lnkd.in/g4yYECjg

Don't miss the chance to connect with Colton Miller and Josh Van Ginkel at the St. Louis Area Business Health Coalition Annual Meeting tomorrow. As fiercely independent pharmacy benefit consultants, we would love to have a discussion and help ensure you remain a responsible fiduciary for your members.

By far, what I enjoy the most as being a consultant is partnering with our health plan clients as they navigate the future of their pharmacy management solutions and strategies to achieve their corporate goals. Read about how Zachary Contreras is leading his organization through the turbulence in the pharmaceutical industry. So proud to be by your side Zachary and the Sharp team!

Beth Hebert-Silvia

We're excited for the St. Louis Area Business Health Coalition Annual Meeting next week! Colton Miller and Josh Van Ginkel will be in attendance representing PSG and our pharmacy benefit expertise. If you have any questions about your pharmacy strategy that you want to ask an independent party, feel free to reach out!

Optum Rx has published its 2025 formulary changes. Learn about the changes and what their impact will be on payers and patients alike in this analysis from PSG! Read article >> https://lnkd.in/gR7HNpJ5

Attending the St. Louis Area Business Health Coalition Annual Conference? Our pharmacy benefit experts will be in attendance and happy to have a discussion with you about how to optimize your pharmacy strategy! Reach out to Colton Miller or Josh Van Ginkel to set up a meeting.

🧬 Breakthrough Gene Therapies: A $2M+ Game Changer Exciting advancements in gene therapy are transforming treatment for conditions like Sickle Cell Disease (SCD). But with price tags of $2-3 million per patient, how can healthcare payers effectively manage costs while ensuring optimal patient care? Our latest blog explores: - The impact of new gene therapies - How integrated medical and pharmacy data can guide decision-making - Strategies for appropriate utilization and cost management As these groundbreaking treatments become available, balancing innovation with financial sustainability is crucial. Learn how data-driven insights can help identify ideal candidates and manage healthcare costs effectively. Read here >>> https://lnkd.in/gHbQNQcU #GeneTherapy #HealthcareCosts #SickleCellDisease

Keep an eye open for our team attending the CAHP 2024 Annual Conference in the next couple of days! We are excited to learn, connect, and talk to all about how you can best optimize your pharmacy benefits strategy. Reach out to Gary Golebiewski to schedule a meeting!

PSG will be with our EPIC Insurance Brokers & Consultants partners at the EPIC booth #216 during the CAHP conference. We look forward to seeing you there!

Metric
Company Name	Pharmaceutical Strategies Group (PSG)	Abarca Health	Arthur J. Gallagher & Co.	Epic Systems Corporation
Symbol			AJG
MSH ID	COM:PSGCONSULTS	COM:ABARCAHEALTH	COM:AJG	COM:EPIC
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Healthcare & Health Services	Healthcare & Health Services	Financial Services	Technology
Industry	Pharmacy Benefit Management	Pharmacy Benefit Management	Insurance - Brokers	Healthcare Technology
Country	US	US	US
Stage
Employee Count			49.82K	5.00K
Website	psgconsults.com	abarcahealth.com	ajg.com	epic.com
LinkedIn	psgconsults	abarcahealth	gallagher-global
Founders

Metric
Market Cap	58.51B
Enterprise Value
Monthly Web Traffic		4.68M
Web Traffic Growth		-0.03
Valuation
Raised Capital

Metric
Revenue			1.70M
Revenue (LTM)
Revenue (NTM)
Gross Profit			-1.85B
EBITDA			-1.98B
Operating Income			-1.98B
Net Income			969.50M
EPS			4.42
Diluted EPS			4.42
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			0.79
Operating Profit Margin			0.21
EBITDA Margin			-1.17K
Net Profit Margin			0.10
Return on Equity			0.10
Return on Assets			0.02
Return on Capital Employed			0.11

PSGC

COM:PSGCONSULTS

Pharmaceutical Strategies Group (PSG)

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			44.82
P/B Ratio			4.73
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			6.05
EV Multiple			20.14

Metric
Days Sales Outstanding			142.95
Days Payables Outstanding
Days Inventory Outstanding			2.06K
Operating Cycle			2.20K
Cash Conversion Cycle			2.01K
Asset Turnover			0.20

Metric
Operating Cash Flow			2.03B
Free Cash Flow			1.84B
Cash Flow to Debt			0.30
Operating Cash Flow/Sales			0.23
Free Cash Flow Yield			0.03

Metric
Cash & Equivalents			971.50M
Accounts Receivable			-503.50M
Inventory
Goodwill			11.48B
Debt to Capitalization			0.44
Debt to Assets			0.02
Current Ratio			1.03
Quick Ratio			20.22

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.00
R&D to Revenue
SG&A to Revenue			0.94