Discussing PBM's and there growth involve more than this board understands. This is a retail sector and has a limited outlook on the Medical Industrial Complex. big.yank it took this Sector 20 years to understand that Compliance and outcomes impact medical costs. And only now are they engaging in this effort, PBM have the lead in this and will grow M/O market share on Maintenance drugs. Do you think it was by chance that Medco/ Esrx contracted with PFE.
Know one knows how the Generics will play out in Cost issues or what effects the Fillers will produce, Clinical studies are never run on generics but outcome results on other generics have been. Is this a note of concern?? One Pharma teamed up with PFE but the other company allowed to manufacture this has had issues..
Medical treatments have evolved from the days of filling a Rx. Population based diseases have been mapped and best treatment protocols are already being used..
PBM may not be liked but they have been effective in Spend!!
These two powerhouse's in phama should get something signed and dated. Wag stands to loose 6 billion in sales due to this not being fixed. Stock price will surely suffer for a significant time, I'm long Wag but I see this as something that needs some independent mediation and quick. Good luck to all longs here. Just my opinion.