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Walgreen Co. Message Board

  • cmxgen cmxgen Feb 7, 2012 10:49 PM Flag

    If mhs merger fails.

    Does esrx buy wag.

    FTC allowed cvs care mark they will allow esrx and wag.

    Wag mgmt will get paid, esrx will turn wag into a money making machine.

    Great for wag and esrx share holders.

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    • A much more likely scenario (though still unlikely) is WAG buying MHS. Medco is in serious trouble due to the loss of large accounts like FEP, CalPERS and others. The CalPERS loss was precipitated by improper dealings between Medco and CalPERS board members.

      Snow has to go and if the ESRX deal falls through they will desperately need a white knight. But what makes this unlikely is that WAG recently sold their PBM business, so for them to buy MHS would be a complete 180.

      However, they need a complete 180 because they were clueless in how they reacted to the ESRX negotiations. They clearly have wasted more money trying to hurt ESRX after the deal fell through than they would have given up had they accepted the original deal. Idiots.

    • 2 -3 years ago everybody was saying that a PBM + Pharmacy = losing combo



      CVS was the 'laffin stock' as some would say

      Only the true CVS longs have confidence it will prevail and are being rewarded

    • Good point on Walgreens or RAD being bought-out by a PBM.

      There would be Quite a bit of divestiture in concentrated locations if this would occur, perhaps even a Franchise opportunity for the
      Buyer.

      The most likely scenario would be, the larger PBM's would start buying Smaller regional PBM's and build scale.

      Whatever the outcome, Large health Insurers are going to be looking to reduce Healthcare costs to compete for market share in the Obama Heathcare plan.
      And the Insurance Industry is not going to become a one payor
      system, that you can Bank on.

      • 1 Reply to robbsbeach
      • the fly on the wall report:
        Tuesday,Feb.14 2012

        Express Scripts, Medco climb after report says FTC likely to approve deal
        The Federal Trade Commission, or FTC, staff is expected to recommend that the regulator approve Express Scripts' (ESRX) proposed acquisition of its pharmacy benefit management rival, Medco (MHS), according to market intelligence journal MLex, which cited unnamed sources. However, the FTC may still mount a legal challenge to the deal, adds the publication. The agency has been challenging healthcare mergers, and has been especially vigilant in its regulation of the pharmacy benefit management sector, notes MLex. The issue is likely to be decided by FTC Chairman Jon Leibowitz, who worked as Senator Herb Kohl's leading antitrust advisor for years, the publication said. In mid-morning trading, Medco rose $1.39, or 2.28%, to $62.33, while Express Scripts climbed $1.45, or 2.91%, to $51.24.

    • With the erosion in margin wag will have to do something. CVS had the right idea in my opinion. Lot of benefits to owning your own PBM.

 
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