PHARMACY FORMULARY MANAGEMENT SERVICE BUSINESS PLAN

I. Executive Summary

Company Description

We are a top-tier pharmaceutical consulting and data analytics firm based in Chicago, Illinois, launching in 2026. Our name reflects a focus on evidence-driven pharmacy strategy and data clarity. We operate in the pharmacy benefits and healthcare analytics sector, offering consulting and a proprietary software platform that optimizes drug formularies for U.S. health plans and self-insured employers. Our core activities are clinical review, data analytics, formulary design, and ongoing subscription-based advisory and software services. One line: we turn clinical expertise and software into predictable formulary savings.

What sets us apart is the combination of deep clinical expertise with a proprietary analytics engine delivered on a subscription model that creates recurring revenue and measurable client value. We target U.S. health plans and self-insured employers who need to lower pharmacy spend while preserving access to clinically effective medications. Short-term goal: launch in 2026 and reach $2,016,000 in year-one revenue. Long-term goal: continuously reduce client drug spend and maintain access to effective therapies through sustained subscription engagements. One line: we deliver repeatable, measurable pharmacy savings without sacrificing clinical access.

Problem

Health plans and self-insured employers face rising prescription drug costs and growing formulary complexity that current systems do not address in real time; this creates slower clinical decisions, higher administrative spend, and greater spend volatility.

Plans lack integrated, actionable clinical and cost data to balance cost-effectiveness against clinical necessity for high-cost specialty drugs, so prior authorization and formulary updates remain manual, inconsistent, and resource-intensive.

Consequences: increased administrative costs, higher reserve requirements, inconsistent member care, and limited transparency into utilization and spend drivers—creating a clear need for a subscription service delivering real-time formulary insights to improve decisions and reduce costs. Financial goal: capture Year 1 revenue of $2,016,000 by addressing these gaps.

Solution

We offer a specialized pharmaceutical consulting service paired with a proprietary data analytics platform for the U.S. market that uses advanced predictive modeling to forecast the impact of formulary changes on total pharmacy spend and combines that output with expert-led guidance on pharmacy benefits design and rebate negotiation. This solves payers' need for real-time, data-driven decisions that balance cost and clinical value and helps maintain member access while controlling spend.

Year 1 revenue target: $2,016,000. The plan targets a Year 5 EBITDA of $4,050,000 by reducing wasted spending, improving formulary decisions, and enabling outcome-linked rebate strategies for health plans.

Mission Statement

We empower U.S. health plans with transparent, proprietary analytics and clinical expertise to optimize pharmacy benefits for lower drug spend and better member outcomes. We simplify the complex world of pharmaceuticals, drive measurable ROI through innovation and clear reporting, and partner with payers to deliver cost-effective, clinically sound formularies. Our financial target is an Internal Rate of Return (IRR) of 6.68% while maintaining clinical excellence and client trust.

Key Success Factors

Success rests on our analytics, team, predictable revenue, strong security/compliance, and a targeted ROE of 9.2%.

• Proprietary analytics platform delivering actionable formulary insights.
• Multi-disciplinary team of pharmacists and data scientists driving clinical and technical credibility.
• Clear, measurable ROI that enables enterprise sales and renewal decisions.
• Subscription revenue model providing financial stability and predictable growth.
• Robust cybersecurity and regulatory compliance plus rapid adaptation to new drug approvals.

Financial Summary

The financial plan forecasts rapid scale: Year 1 revenue of $2,016,000 growing to $11,227,000 by Year 5, with breakeven in July 2026 and a 23‑month payback.

The business requires $505,000 initial Capex, maintains a minimum cash balance of $158,000 (Jun‑26), and targets a cumulative 5‑year revenue above $31,500,000; expected return metric is IRR 6.68%.

Financial outlook: profitable after July 2026 with growing EBITDA to $4,050,000 by 2030.

Funding Requirements

We require $2,223,400 to fund product and infrastructure build, Year‑1 marketing, staffing, operations, and a minimum cash reserve to reach breakeven in July 2026.

Financial summary: Year‑1 revenue $2,016,000 growing to $11,227,000 by Year‑5; EBITDA $71,000 in 2026 to $4,050,000 by 2030; breakeven Jul‑2026; 23‑month payback; 5‑year cumulative revenue target > $31,500,000.