CVS Caremark to Swap Prolia for Biosimilars, Cutting Costs Over 50%
Starting April 1, 2026, CVS Caremark will replace Amgen’s Prolia with biosimilars Ospomyv and Stoboclo and generics Bonsity and Tymlos, targeting osteoporosis treatment. The switch is expected to cut per‐prescription costs by over 50%, potentially reducing Prolia’s market share and revenue.
1. CVS Caremark Implements Biosimilar Formulary Change
Effective April 1, 2026, CVS Caremark will add biosimilars Ospomyv and Stoboclo plus generic teriparatide products Bonsity and Tymlos to its national commercial formularies for osteoporosis, replacing branded Prolia and Forteo.
2. Significant Drug Cost Savings
CVS projects that the new biosimilar and generic options will cost more than 50% less per prescription compared with Prolia and Forteo, aiming to generate lower out‐of‐pocket expenses for patients and plan sponsors.
3. Market and Revenue Implications for Amgen
Prolia, a specialty drug dispensed through CVS Specialty, could see a substantial drop in utilization and revenue as prescribers and patients transition to lower‐cost alternatives under the new formulary.
4. Transition Support and Historical Context
CVS Specialty will contact prescribers and patients to guide the switch, following its previous successful Humira biosimilar exclusion that achieved $1.5 billion in gross savings and a 96% patient transition rate.