There's a reason why nobody mentions Walgreens in this business gain/loss scenario. It's because they aren't even in the pharma-game of the future.
They'll just quietly lose the State of Texas Employee's pharmacy volume. Like some states before, and many more to follow. And lots of corporate clients. And MedicAid. But... who cares... "we'll just keep building all those new stores" and something, surely, will eventually happen for shareholders that hold for longer than 24 hours while the executive's option grants are liquidated.