90 day scripts @ reduced retails? NO PROBLEM!
Generics @ huge discounts to retail pharmacyland? NO PROBLEM!
Pills from Canadian Pharmacies at HUGE discounts? NO PROBLEM!
PBM's requiring mailorder fulfillment for reimbursement? NO PROBLEM!
View that Medicare and Meduicaid will potentially only pay for scripts by mailorder:? NO PROBLEM!
No sweat, dudes. It only poses a problem for small box pharmacies like Walgreens! There is NOm, or scant problem with these marketplace dynamics if you invested, elsewhere! OR... if you are SHORT this WAG-disease!
<<Disney does not want Dad or Mom to return to the cabin after losing all the Vacation funds..>>
...We would rather take it from them up front by charging 30% more than Royal Caribbean! Plus, there's no opportunity for Mom and Dad to make it back in a casino.....
Think about it... plus, they have the worst itineraries..
But, that's a discussion for another board.
What is important here is that Walgreens expert management will surely fix the ills of DSCM and get it on the right track..
You know, this is what happens when, instead of paying interest on the debt, like CVS and WMT, debt-free companies like WAG are buying up the competition.
Your IBM analogy is good in the sense that WAG sees a strategic fit, while IBM did not.
A word to the Wise.
I was on the Disney Magic's Shake down cruise, I asked one of the Executives, Why do you not have a Casino on the Ship.
His Reply was Disney does not want Dad or Mom to return to the cabin after losing all the Vacation funds..
DSCM whats next REDBOX?
Just a Thought..
Walgreens adapted their business model to meet the growing need for prescription medication.
And they did it with cash.
And still left 100 million dollars in their pocket.
Oh, and let's not forget the $2 billion share buyback at under 30. They're still up 25%.
I still wish they would have done it themselves, but they did it the easy way.
Yes, I disliked DSCM. But, that's because they had no idea how to run that business, much like D/R.
Now, with expert management leadership, I am certain WAG will make DSCM a profitable part of their portfolio.
<<Yank, Irun's position on Mailorder is wait and see.
I don't want to put words in his post's so here is a statement by Irun, Quote "If there's a portion of the population that is mandated to do it by mail order - GOOD! WAG, I am sure, will adapt their business model and become the market leader of on line Rx's filled, in much the same way that WMT is the USA's largest retail grocer.>>
Wow, I was right AGAIN.
And it only took 17 days.
See what happens when you do your homework?
Yank don't scare the produce boys on Wall-street
They have baskets filled with fruits and vegetables to sell, We know that Walgreen's employees several fruits that have no buyers.
As for their Tomatoes on sale.. the farmers are the best guides in picking juicy ones..
I still don't believe M&A are done in this sector..
Distribution modeling is not finished..
Those 90 day fills have a very big hole to fill in.. for 60 days with no revenue..
Market share is important but here is something that I am seeing.
A blockbuster PPI paid something close to 200 a couple months ago, today its less than $10 for a 30 day script. At less than 10, just how much profit can you possibly make given cost to dispense.