Pharmacy Performance Dashboard

Specialty & Retail  ·  Updated May 2026
YEAR 4  ·  NOV 2025–OCT 2026 ✓ TIER 5 LOCKED
Total Pharmacy
Total Revenue YTD
$46.3M
6 months Nov 25 – Apr 26
Apr Total Revenue
$8.71M
Highest month YTD
Specialty Mix (Apr)
89.6%
$7.8M of $8.71M
Retail Mix (Apr)
10.4%
$907K of $8.71M
Partner Fee Burden
$6.15M
Annual — $4.73M base + $1.42M true-up
Total Revenue — Monthly: Specialty vs Retail ($M)
Specialty Retail
Total revenue
Specialty Pharmacy
✓ Tier 5 confirmed — specialty revenue of $42,172,793 through Apr 2026 exceeds the $34,233,123 threshold after just 6 months. Year-end true-up of $1,420,249 is locked.
Specialty Revenue YTD
$42.2M
6 months complete
Apr Specialty Revenue
$7.80M
COG 61.5% — validated
Apr 340B Utilization
80.6%
Watch — target is 85%
Gross Profit YTD
$14.79M
6 months complete
Net Profit YTD (adj)
$11.71M
After base fee + Tier 5 accrual
Avg Gross Margin
35.1%
vs 42% target (Feb drag)
Year-End True-Up Tracker — Tier 5 ($1,420,249 due Nov 2026)
$710,124
Accrued to date (6 months)
$710,125
Remaining to accrue (6 months)
$118,354
Monthly accrual rate
Specialty Revenue — Actual vs Budget ($M)
Actual Budget
Revenue BvA
Specialty COG % — Actual vs 58% Budget
Actual COG % Budget 58%
COG BvA
Specialty Gross Profit — Actual vs Budget ($M)
Actual GP Budget GP
GP BvA
Full Year Specialty Projection vs Budget ($M)
Projection excludes Feb outlier — uses avg of Nov, Dec, Jan, Mar for remaining months.
Full year
Retail Pharmacy
Retail Revenue YTD
$4.13M
6 months Nov 25 – Apr 26
Retail Gross Profit YTD
$1.87M
45.3% margin
Avg Retail GM%
43.7%
Well above 22% benchmark
Apr Retail GM%
59.0%
$535,245 gross profit
Retail Gross Margin % — Monthly vs 22% Benchmark
Green ≥22% · Amber 15–21% · Red <15%
Industry benchmark 22% NCPA avg 19.7%
Retail gross margin dashboard
Retail Revenue — Monthly ($)
Retail revenue dashboard
◆ This tab reflects Specialty Pharmacy performance only. Budget is $82M annual specialty revenue at 58% COG.
Budget: $82M specialty revenue · 58% COG target · Monthly = 1/12 annual · Variance = Actual − Budget (green = favorable for revenue/GP/net; red = over budget for COG)
Monthly Budget vs Actual — Specialty Segment
Line itemBudget/mo Nov 25Var Dec 25Var Jan 26Var Feb 26⚠ Var Mar 26Var Apr 26Var
⚠ Feb 2026 — WAC overpurchasing in Feb led to inventory writedown. Operational correction implemented. Not indicative of ongoing performance.
YTD Cumulative Budget vs Actual (6 months)
Line itemYTD BudgetYTD ActualVariance $Variance %
Enter weekly 340B and WAC purchase totals. Scores against the 85/80 target and alerts immediately.
Add Weekly Purchase Data
◆ This tab reflects Specialty Pharmacy performance only. Retail figures are tracked separately in the Retail P&L tab.
Fee structure: $394,513/month base + $118,354/month Tier 5 accrual = $512,867 effective monthly. Lump sum true-up of $1,420,249 due Nov 2026. Total Year 4 fee burden: $6,154,405.
Year 4 P&L — Specialty Segment (Accrual-Adjusted)
Line itemNov 25Dec 25Jan 26Feb 26Mar 26Apr 26YTD
Revenue
Specialty revenue$5,934,587$7,676,005$6,859,345$6,539,742$7,363,114$7,800,000$42,172,793
Cost of Goods — Specialty
Drug spend (COG)($4,101,213)($4,954,240)($4,747,825)($5,503,483)($3,285,393)($4,793,369)($27,385,523)
Specialty gross profit$1,833,374$2,721,765$2,111,520$1,036,259$4,077,721$3,006,631$14,787,270
Gross margin % 30.9%35.5% 30.8%15.8% 55.4%38.5% 35.1%
Partner Fees
Base fee ($394,513/mo)($394,513)($394,513)($394,513)($394,513)($394,513)($394,513)($2,367,078)
Tier 5 accrual ($118,354/mo)($118,354)($118,354)($118,354)($118,354)($118,354)($118,354)($710,124)
Specialty net profit$1,320,507$2,208,898$1,598,653$523,392$3,564,854$2,493,764$11,710,068
Net margin % (adj) 22.3%28.8% 23.3%8.0% 48.4%32.0% 27.8%
Year-End Settlement (Nov 2026)
Tier 5 true-up (lump sum)Accrued monthly above — $1,420,249 lump sum due Nov 2026($1,420,249)
⚠ Feb 2026 — WAC overpurchasing in Feb led to inventory writedown. Operational correction implemented. Not indicative of ongoing performance.
Revenue vs COG vs Gross Profit ($M)
Revenue chart
Specialty Net Profit — Monthly ($M)
Net profit chart
◆ This tab reflects Specialty Pharmacy performance only. All metrics — 340B utilization, COG %, margins, and revenue — are specialty segment figures.
Scored against accrual-adjusted net margin — most conservative and accurate view. Select a month to view its live scorecard.
All Months vs Benchmarks
MetricTargetYTDNov 25Dec 25Jan 26Feb 26Mar 26Apr 26
⚠ Feb 2026 — WAC overpurchasing in Feb led to inventory writedown. Not indicative of ongoing performance.
Benchmark Reference — Year 4 Targets
MetricTarget (green)Watch (amber)Act (red)
340B utilization≥ 85%80–84%< 80%
ⓘ Theoretical 340B ceiling is 86.1% due to $550K/mo structural Medicaid WAC floor (13.9% of COG). Target 85% / Watch 80–84%.
WAC utilization≤ 15%16–20%> 20%
Specialty gross margin≥ 40–42%35–39%< 35%
Specialty net margin (adj)≥ 30–32%25–29%< 25%
COG as % of specialty revenue≤ 60%61–65%> 65%
Partner fee as % of gross profit≤ 18%19–25%> 25%
Monthly specialty revenue≥ $7.0M$6.83M–$6.99M< $6.83M
Monthly GP floor≥ $2.6M$1.8M–$2.59M< $1.8M
Retail P&L tracks the non-specialty pharmacy book. Revenue = Total Sales minus Specialty. No WAC/340B split tracked on retail side.
Retail Revenue YTD
$4.13M
6 months Nov 25 – Apr 26
Retail COG YTD
$2.26M
validated 5/7/26
Retail Gross Profit YTD
$1.87M
45.3% margin
Apr Retail GM%
59.0%
$535,245 gross profit
Retail P&L — Monthly (Nov 2025 – Apr 2026)
Line item Nov 25Dec 25Jan 26Feb 26Mar 26Apr 26YTD
Revenue
Total pharmacy sales$6,398,476$8,237,062$7,648,953$7,286,561$8,027,733$8,706,917$46,305,702
Less: Specialty revenue($5,934,587)($7,676,005)($6,859,345)($6,539,742)($7,363,114)($7,800,000)($42,172,793)
Retail revenue$463,889$561,057$789,608$746,819$664,619$906,917$4,132,909
Cost of Goods — Retail
Retail drug COG ($307,172)($414,819)($346,282)($421,302)($399,612)($371,672)($2,260,859)
Retail COG % 66.2% 73.9% 43.9% 56.4% 60.1% 41.0% 54.7%
Retail gross profit $156,717$146,238$443,326$325,517$265,007$535,245$1,872,050
Retail gross margin % 33.8% 26.1% 56.1% 43.6% 39.9% 59.0% 45.3%
Retail Pharmacy — Industry Benchmarks
ⓘ Source: 2024 NCPA Digest & HHS supply chain margins report. Benchmarks reflect community/retail pharmacy gross margin industry averages. Hospital-affiliated retail may differ based on payer mix.
Green Threshold
≥ 22%
At or above industry avg
Amber Threshold
15–21%
Below industry avg (NCPA 19.7%)
Red Threshold
< 15%
Significantly below benchmark
MVHS Avg GM%
43.7%
Green — well above 22% benchmark
Metric Industry Benchmark MVHS YTD MVHS ex-Mar Status
Retail gross margin % 19.7% (NCPA 2024) 45.3% 43.7% Green — above benchmark
Retail COG % ~78–80% 54.7% 56.3% Green — below benchmark
Retail as % of total pharmacy rev N/A — program specific 8.9% — Tracking
Retail Rx Volume & Per-Rx Metrics — Monthly
ⓘ Nov–Mar includes nursing home volume (exited late Mar 26). Apr reflects Meds to Beds (340B eligible) mix.
MetricNov 25Dec 25Jan 26Feb 26Mar 26Apr 26YTD
Volume
Rx Claims4,8225,6815,9795,6605,2875,05932,488
Per-Rx Metrics vs Industry Benchmark
Revenue / Rx
COG / Rx
GP / Rx
Per Rx metrics
Retail Rx Volume — Monthly
Nursing home volume exited late Mar 26. Meds to Beds launching — currently ~131 Rx/week, target 200+/week.
Rx volume
Retail Gross Margin % — Monthly vs 22% Benchmark
Green ≥22% · Amber 15–21% · Red <15%
Industry benchmark 22% NCPA avg 19.7%
Retail gross margin
Retail Revenue — Monthly ($)
Retail revenue chart