Hmmmmmm...why would CVS/Caremark not side with WAG and absorb more of the PBM business of ESRX? Seems like a slick opportunity for CVS/Caremark to take customers from ESRX plus they already have WAG in their network.
Express Scripts should announce, just as CVS did last year, we are not waiting till next year. You have three weeks. We are prepared to terminate our relationship asap. See who comes crawling back to the table.