does WAG get from that? Those customers will soon be converted to ESRX sometimes next year. WAG will have to guide down. The current estimates will need to be revised downward.
And you can bet, Caremark will lower reimbursements to WAG to maintain competitive PBM atmosphere. Will WAG walk away from Caremark as well? CVS may end up getting a lot of business. Who knows maybe WAG gets picked up by WMT and it could be good for share holders.