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Walgreen Co. Message Board

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  • milo_hanson milo_hanson May 24, 2012 1:57 PM Flag

    Per George Paz, CEO of Express...

    i wouldn't say that, it has remained very consistant imo and by the way I just added 500 at 31.04 with july 31 calls at 1.41

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    • Milo:

      I agree with you, Esrx has been consistent in its terms on a contract.

      Walgreens has lost more now, than what ever they ever believed they would gain
      over the generic/pricing Armageddon.
      Serious consideration of the miss-steps
      in Walgreens direction have brought this S/P to this level.
      Example:
      http://www.bizjournals.com/stlouis/news/2012/05/24/settlement-requires-walgreens-to.html?ana=yfcpc

      None of the other major retailers have followed Walgreens pricing direction,
      and they will only benefit longer term, this tells me something!!!

      I did buyin and sold calls also, I'm in cash now, I might consider getting back in before the PBM selling season end's if I see a positive direction here..

      What where they Thinking???

      Regards,

      • 2 Replies to robbsbeach
      • Robb, you should know this was not a upper mgmt decision but rather employees not following the directions. Let me ask you this, why do you think Wasson and staff took the hard road. Wasson could have made more money by just getting along so we have to conclude its not for the money. I agree they need to understand their position in the market.

      • Robbsbeach, I don't think you lack a brain, but I truly believe you were never taught how to use it.

        "I agree with you, Esrx has been consistent in its terms on a contract."

        Show me where milo said that. His "consistent" comment was in response to a statement about Wag stock price, ignorant fool!

        "Walgreens has lost more now, than what ever they ever believed they would gain
        over the generic/pricing Armageddon."

        What "lost" and "gain" numbers are we talking about exactly. And what's the "generic/pricing Armageddon"???????

        "Serious consideration of the miss-steps
        in Walgreens direction have brought this S/P to this level."

        Don't you think that Walgreens could have signed a contract with ESRX back in July 2011 at ESRX's terms?

        Don't you think that Walgreens could have signed a contract with ESRX back in Dec 2011 at ESRX's terms?

        Don't you think that Walgreens could have signed said contract in Jan 2012?

        Don't you think that Walgreens could sign a contract at ESRX's terms TOMORROW?

        I know it's difficult for you, but try to THINK before you post. Go to Amazon.com. Surely they have a book that explains the thinking process.

        "None of the other major retailers have followed Walgreens pricing direction,
        and they will only benefit longer term,..."

        How much "longer term"??????????

        Walgreens could burn CVS in a heartbeat, but instead is taking a stand, and in doing so, planting the seeds of a drug retailing renaissance that you couldn't possibly understand.

        "I did buyin and sold calls also"

        How did you do?

        "I might consider getting back in before the PBM selling season end's if I see a positive direction here.."

        How much of a positive direction?

        "What where they Thinking???"

        The same thing they're thinking now. A one year loss of unprofitable business is better than a long term parasitic infection that threatens the future of this company.

        The PBM selling season has just begun!

        Just ask George.

 
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