% | $
Quotes you view appear here for quick access.

Валгрин Ко. Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • cmxgen cmxgen Aug 2, 2011 8:13 PM Flag

    someone got slapped!

    I think these two events were running separate events.

    WAG/ESRX were renegotiating retail rate contract, while MHS/ESRX were talking merger.
    ESRX did not seek MHS to help fight WAG. MHS sought ESRX because of future lost business from UNH, Calpers, FEP, etc.

    ESRX used the potential merger as a positive to put a strangle hold on WAG. No way WAG walks away.

    As far as banking goes, they have been in talks for awhile and the banks have been on board. These mergers are not risky at all. Your combining similar business to leverage purchasing power.

    WAG needs to focus on competitive future. With WMT, MHS/ESRX, and CVS, who will be 1, 2, 3, 4 in next 5 years.

    CVS has caremark to draw business towards CVS as we go to preferred/ restricted networks. WMT with humana. What does WAG have, what are there options? They no longer will have ESRX or MHS to merge with? Is it possible that ESRX/MHS one day buy WAG??

    What are your thought on MHS/ESRX impact to WAG bottom line/ top line?

76.05-0.74(-0.96%)Dec 30 4:01 PMEST