Providence

Providence revenue is tracking ahead of quarterly plan. Specialty oncology drugs are driving 44% of total revenue, with Skyrizi emerging as the fastest-growing product. Month-over-month growth is stable at 3.2%. Action: maintain current formulary strategy and focus on capturing incremental referrals from top prescribers.

Providence dispensed scripts are up 7.8% vs prior period, driven by new patient enrollments in immunology and oncology. Refill rate is 91.4%, indicating strong patient retention. Two new specialty drug launches are expected to add 80+ scripts/month in Q2. Action: pre-position inventory for anticipated new drug volume.

Providence PDC adherence rate reflects current clinical program effectiveness. Patients enrolled in the pharmacist counseling program show 6.4 pts higher adherence. Gap analysis identifies 142 patients with fill gaps >10 days who need immediate outreach. Action: deploy pharmacist callbacks for the 142 at-risk patients this week.

Providence revenue trend shows consistent month-over-month growth with seasonal dip in December. January recovery was stronger than expected, driven by a Skyrizi formulary expansion. Forward projections indicate continued growth through Q2. Recommendation: model Q3 revenue impact of 2 pending payer contract renewals.

Providence capture rate shows room for improvement relative to the network average. Benefits verification delays account for 38% of lost captures. The top 3 prescribers have capture rates above 85%, while the bottom 5 average 52%. Action: analyze workflow differences between high and low capture prescribers and standardize best practices.