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Express Scripts Holding Company Message Board

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  • cmxgen cmxgen Oct 4, 2011 4:05 PM Flag

    How long til WAG SP surpasses ESRX?

    Unfortunately what you are saying is not true.

    The stock price of any company is irrelevant when compared to market cap. ESRX and WAG are relatively inexpensive when compared to forward earnings. I bought shares of ESRX yesterday as I consider this a good entry point. The issue with WAG/ESRX will hurt both companies, however WAG will lose short term because in January customers will fill at a different pharmacy.

    ESRX may lose long term if clients wish to be part of Caremark....however WAG will still lose because Caremark will steer customers to CVS.

    Despite what analysts say, WAG may be harmed more, however not as much as WAG employees.

    Good Luck if ure a WAG employee. If you are, consider opening your own shop!

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    • cmxgen,

      I noted with humor that the Walgreens child-pharmacist cabal is over here, as well, one-starring your post (which I corrected) and five-starring stephanie's pro-Walgreens "devotion". Note that no other posts on this message board have ANY stars.

      How pathetic and desperate these Waggies have become!

      Yank

    • $0.44 closer today. The per share price gap is narrowing almost daily. ESRX is looking terrible for so many reasons. Can't wait to see what the Feds find out when ESRX has to disclose it's Medicare Prescription Markups.

      See: http://www.bloomberg.com/news/2011-10-03/express-scripts-must-disclose-markup-in-drug-plans-u-s-says.html?cmpid=yhoo

      Particulary interesting was the following:

      "The pharmacy-benefit managers also would have to disclose the amount and types of rebates and discounts from drugmakers and the percentage of generic drugs dispensed."

      This is interesting because one of the conditions ESRX's proposed contract would have imposed on WAG was the right to determine, at their sole discretion, and in their own time-frame, what is and what is not a "brand name" medication, as if that isn't so obvious as to be patently absurd. In light of what I quoted above, you should ask yourselves why they would want to have the ability to unilaterally decide what is "brand" and what is "generic." I guess they will argue that their price fixing/rebate negotiating is a "proprietary" issue and shouldn't be disclosed to the public, even though it's in the public's interest that they are making these deals---ummmm, yeah, either that or they are running a nearly criminal enterprise.

      Interesting to see what comes of it, indeed.

 
ESRX
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