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Walgreen Co. Message Board

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  • cmxgen cmxgen Jul 25, 2011 4:27 PM Flag

    PBM merger and WAG

    This analyst seems to be drinking Walgreens koolaid...

    in a past life i conversed with street analysts, take with a grain of salt. he probably just finished talking to IR @ WAG.

    Its favorable for WAG because they have 2 scenarios, 1. walk away and lose 35 to 40% of prescription volume 2.) take lower reimbursements

 
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