* Thoughts on CVS and FEP. My bet is that its a zero sum contract. CVS needed the revenue. I still think WAG will make an good size acquisition, it makes sense with 90 GDR around the corner and so many patent expirations.
* I got an email this morning talking about drastic medicaid cuts impacting several neighborhood pharmacies, I am sure these big guys will see it too.
I think the CVS FEH benefits contact will linkin with the clinic model. Reports indicated Specialty pharmacy services and Mail-order(Automation).
I think buying a PUT with time added value will work out once the budget battle starts to suck air out of the market. 90 days will soon reach a saturation point with the 3 big players and Medicaid reimbursement. I think it's called Float in insurance lingo and the 3 big ones will soon be floating with life jackets on. Hope all is well by you and keep the faith, Indi's run well, could have the upper hand in a community healthcare program..