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  • cmxgen cmxgen May 27, 2011 2:14 PM Flag

    Goldman Downgrades Walgreens

    thanks for info.

    * Thoughts on CVS and FEP. My bet is that its a zero sum contract. CVS needed the revenue. I still think WAG will make an good size acquisition, it makes sense with 90 GDR around the corner and so many patent expirations.

    * I got an email this morning talking about drastic medicaid cuts impacting several neighborhood pharmacies, I am sure these big guys will see it too.

    I bought a PUT position in WAG.
    Hope your well!

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    • I think the CVS FEH benefits contact will linkin with the clinic model.
      Reports indicated Specialty pharmacy services and Mail-order(Automation).

      I think buying a PUT with time added value will work out once the budget battle starts to suck air out of the market.
      90 days will soon reach a saturation point with the 3 big players and Medicaid reimbursement.
      I think it's called Float in insurance lingo and the 3 big ones will soon be floating with life jackets on.
      Hope all is well by you and keep the faith, Indi's run well, could have the upper hand in a community healthcare program..