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  • cmc587 cmc587 Jul 15, 2011 3:48 PM Flag

    MHS suggests even more take aways from Caremark

    I AGREE-yupper; but I did suggest caution for the reasons below. I actually saw some margin analyses charts (AET, Fed/BCBS and calPERS) and the margins are a bit spooky (especially Aetna) absent "below the line" cuts (like recent closing of a facility and layoffs). MHS has made a habit of "rubbing CVS' nose" in the take aways via conference calls. Be not so quick to anticipate a straight ride up as Merlo has promised to advise on "margins" during the next cc. As that cc approaches, watch the short interest and put/calls. I completely agree that PL did what he had to do in order to keep CMX viable. Too bad calPERS can't hook up with MHS or I could have seen CVS dealing CMX down the road. As for your comment, I quoted Snow who, as I said, made a habit of dropping hints that MHS had taken away more business from CVS/CMX, often in an effort to get even more "wins." He is a "fox in the hen coup" and it cost him calPERS! That is also why I suggested "caution." Be well. craig

 
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