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  • cmxgen cmxgen Jun 22, 2012 7:25 PM Flag

    OT to robb, cmxgen

    Hmm MCK has plenty of money and resolve to take over RAD. It would be a fantastic move for them!

    How is it that ESRX can buy MHS for 29B? Almost similar market cap, CVS bought CMX for almost equal market cap...and WAG is unable to complete the whole deal.

    What would concern me is buying from a PE company. I think they over leveraged Boots and got into some trouble here and found a sucker in WAG.

    We shall see, this is a move that will keep us all entertained for a few years.
    For WAG it could be either be turn out well or they will be a RAD.

    If they lose MHS and ESRX, they will have lose 20% of the business. If they have a dispute with Caremark, they will lose another 10 to 15. Way too much risk in the next 2 years. I think the Caremark contract is up this year.