@dr_tjm42, I agree. I think CVS has been run much better and believe it or not even poor old Rite Aid has been making better moves over the past two years. I have a position in both RAD and CVS and I think RAD has done much better than Wags given their imited resources to work with.
I think the fact the CVS ceo said he could keep 50 % probably means it is more like 80 or 90 %. If it was really 50 %, he probably would have said 25 % or something. CEOs like to low ball it so they can beat things.
Walgreens made a deal to save medco customers who were already trickling to CVS and Rite Aid, Walgreens is well aware that after 9 months, the ESI scripts are gone for good.