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Walgreen Co. Message Board

jake4real77 33 posts  |  Last Activity: Jun 18, 2013 2:50 PM Member since: Mar 21, 2013
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  • Reply to

    Affordable Care Act to benefit APHY

    by jake4real77 Jun 18, 2013 2:49 PM
    jake4real77 jake4real77 Jun 18, 2013 2:50 PM Flag

    Assured Pharmacy is a new breed of drugstore specializing in pain management that seeks to relieve the administrative burdens of handling Class II drugs for patients and doctors alike. Assured’s staff are specifically trained to deal with drug security, the legal paperwork associated with pain meds, and most importantly, focuses on getting the correct medications to patients in a time-sensitive manner. In fact, Assured offers patients next day home delivery for patients that are unable or unwilling to come to one of their locations. While this company is certainly tiny in terms of market cap and is therefore a risky investment, Assured’s management has mapped out an aggressive business plan with the opening of new stores across the U.S. in hopes of capitalizing on this unmet medical need. Assured Pharmacy therefore offers investors an opportunity to get in on the ground floor of a healthcare company entering a wholly unmet medical need.

    In sum, the ACA is generating intriguing investment opportunities in the drugstore sector, especially amongst chronic care providers. CVS Caremark and Walgreens appear to be well-positioned to handle the influx of new patients suffering from chronic diseases with their drugstore clinic model, and specialty pharmacies like Assured that focus on administratively burdensome conditions like pain management should benefit as well. Overall, I think the ACA will be a major catalyst for the drugstore industry as a whole, but these three companies (APHY.OB, CVS & WAG) have the biggest upsides in my opinion. To limit risk in this highly competitive space, I believe a basket approach that incorporates all three companies will reward investors in the long run, and protect them from unforeseen hurdles in the ever changing political landscape surrounding healthcare and prescription drugs.

  • Reply to

    Affordable Care Act to benefit APHY

    by jake4real77 Jun 18, 2013 2:49 PM
    jake4real77 jake4real77 Jun 18, 2013 2:50 PM Flag

    Drugstore clinics aim to meet this need by using nurse practitioners and physician assistants to monitor chronic diseases, and by having longer hours than traditional doctor’s offices. As a result, patients won’t have to wait hours on end at a busy doctor’s office just have their blood drawn or vitals taken. An ancillary benefit of treating patients with chronic conditions is that this patient population will more than likely choose to bundle their shopping and healthcare needs. In effect, these patients will probably end up buying household products generally sold at retail pharmacies like CVS and Walgreens, thus fattening these companies’ bottom line.

    While Take Care and Minute Clinics are fighting over patients suffering from chronic diseases like obesity and high blood pressure, Assured Pharmacy (OTC: APHY.OB) has chosen to focus on patients suffering from pain. According to the Institute of Medicine, over 100 M Americans suffer from acute or chronic pain. Yet, this patient type frequently struggles to get the medicine they need due to the widespread abuse of prescription medications. In fact, new State and Federal laws aimed at curbing this epidemic have created significant legal hurdles and loads of paperwork that retail pharmacies like CVS and Walgreens are ill-equipped to handle. As such, chronic pain suffers all-too-often wait for long periods to get their medications, and suffer needlessly in the meantime.

  • Reply to

    Affordable Care Act to benefit APHY

    by jake4real77 Jun 18, 2013 2:49 PM
    jake4real77 jake4real77 Jun 18, 2013 2:49 PM Flag

    The massive expansion of health insurance to previously uninsured patients, in particular, is projected to be a major catalyst for pharmacies going forward. Drugstores like CVS Caremark and Walgreens have begun positioning themselves to take advantage of this event by opening so-called “drugstore clinics” that provide basic care for chronic illnesses like asthma, diabetes, and high cholesterol. CVS Caremark was the first drugstore to open mini-clinics in 2010 with their rapidly expanding “Minute Clinics” franchise, which is expected to top 1,700 locations by 2017. Walgreens quickly followed suite by opening their own clinics called “Take Care Clinics”, which already number 371 locations inside the U.S. (see their recent 10-Q).

    The business strategy behind the drugstore clinic is simple yet brilliant. The U.S. is experiencing a growing shortage of primary care physicians but a rapidly increasing number of patients due to an increase in obesity and chronic diseases, coupled to an aging population. Moreover, the influx of newly-insured Americans only adds to the patient-to-physician imbalance.

  • Pharmacy stocks have been some of the best performers over the past two years, despite lower overall sales due to an increase in newly available generics. For example, Costco Wholesale Corporation (NASDAQ: COST) is up 41%, CVS Caremark Corporation (NYSE: CVS) is up 57%, Express Scripts Holding Company (NASDAQ: ESRX) is up 10.8%, Rite Aid (NYSE: RAD) is up 191%, and Walgreens (NYSE: WAG) is up 15% over the last two years alone. Investors holding a basket of these retail pharmacies would have thus easily trumped the broader market with a stunning 62% return.

    The increase in generics for blockbuster drugs coming off of patent protection has led to an odd situation in the pharmacy space. Specifically, revenues have generally been either flat or declining amongst retail pharmacies, yet profit margins are growing at a healthy rate. The sum effect is that pharmacies are becoming more profitable even as gross sales are declining. On June 6th, for example, Rite Aid announced that monthly pharmacy sales declined by 1.5% for the month of May, yet profitability continues to increase due to the wider margins inherent in generics. Even so, the increasing utilization of generic drugs is far from the only reason to remain bullish on drugstores.

    The long-term outlook for drugstores looks particularly bright due to a number of factors, including an aging population in the U.S., an increasing number of more profitable generic drugs coming on the market, the continued development of innovative new drugs that become an integral part of people’s daily lives, and the expansion of health care insurance coverage under the Patient Protection and Affordable Care Act signed into law in 2010 (the ACA).

  • Currently .90 cents here... I can see this breaking past this barrier and going over $1.00--once we break through the resistance the price will hoover above $1.00 +.

    Sentiment: Strong Buy

  • Some of the drugs that Assured Pharmacy provides its circa 4000 patients monthly include: Oxycontin, Oxycodone, Fentanyl, Opana, Morphine, and Hydrocodone. The company’s objective in pain management includes orthopedics, neurology, oncology, psychiatry, physical rehabilitation, and industrial medicine. The focus is on treating patients with long-term, acute, chronic pain conditions. Assured Pharmacy practices responsible business with dispensing and distribution of prescriptions, data reporting, partnering with healthcare providers and physicians, and working with manufacturers. The company follows strict procedures, verifying legitimacy of scripts, and being 100% HIPPA (U.S. Dept. of Health & Human Services) compliant.

    Sentiment: Strong Buy

  • jake4real77 by jake4real77 May 30, 2013 1:26 PM Flag

    New doors opening will increase income and profit. The company will finally get to enjoy economies of scale.

    Sentiment: Strong Buy

  • jake4real77 by jake4real77 May 23, 2013 3:48 PM Flag

    See today's published article over at Market Playground. Do a search on APHY at that site and you'll see some good PR.

  • Glad to see the PR about the IR (wow that kinda rhymes). Company is spreading awareness. Will be good for all involved.

    Sentiment: Strong Buy

  • Like all Assured Pharmacy stores, the new stores will operate on a compliance-based model to ensure strict control over the safe dispensing and delivery of controlled medications, as well as monitoring patients for all medications they receive. It also ensures compliance with the federal and state regulations and minimizes potential abuses.

    Following the model of Assured's highly successful store opening in Kansas last year, the Denver and Boston stores will open with the support of physician groups. With a total cost under $300,000, the Kansas store was EBITDA positive in its sixth full month of operations and has a current annualized revenue run rate of $4 million. Last month, it became the first of Assured's stores to service 1,500 patients in a month, in only its 16th full month of operation, largely due to an expansion in target indications beyond chronic pain to include all chronic controlled medications.

    Sentiment: Strong Buy

  • http://seekingalpha.com/article/1389981-looking-into-the-specialty-pharmacy-sector

    Assured Pharmacy, Inc. (APHY.OB) operates pharmacies that provide prescription pain medications for chronic pain management to patients and physicians in the United States. The company is planning an aggressive new store opening campaign for 2013, which has to lead to a national foot print over the next 3 years. The company is still a small loss-making specialty pharmacy that will face the hurdles that belongs to expansion. Despite that it can take a piece of the cake and become a serious nationwide player.

    The company's business model targets physicians specializing in pain management - orthopedics, neurology, oncology, psychiatry, physical rehabilitation and industrial medicine. The focus is on treating patients with long-term, acute, chronic pain conditions. Assured Pharmacy generates its revenue principally from the sale of Schedule II and III prescription pain relievers.

    Assured Pharmacy market cap is around $5 million and float is practically non-existent, when considering the preferred shares outstanding the real market capitalization of the company is closer to 23 million. This stock would I would recommend for risk-seeking investors looking to hold shares for at least several years.

    Sentiment: Strong Buy

  • Reply to

    Solid business model

    by ajthedrifter May 3, 2013 12:13 PM
    jake4real77 jake4real77 May 3, 2013 2:11 PM Flag

    Assured is planning on opening more pharmacy locations soon too.

    Sentiment: Strong Buy

  • Reply to

    Assured represents new face of RX vending

    by super.investorguy Apr 30, 2013 2:01 PM
    jake4real77 jake4real77 May 1, 2013 7:19 PM Flag

    Agreed. APHY is the new hot stock to buy--it only makes sense. The company is on to something--something crucial and new. Many will follow soon...

    Sentiment: Buy

  • Reply to

    +++++ Letter to Shareholder +++++

    by jake4real77 Apr 25, 2013 12:03 PM
    jake4real77 jake4real77 Apr 25, 2013 1:29 PM Flag

    This is an amazing prospect and I fully agree. That's what so great about the patent industry.... so much money to be made!!

    Sentiment: Strong Buy

  • Marathon Patent Group Releases Letter to Shareholders

    ALEXANDRIA, VA--(Marketwired - Apr 25, 2013) - Marathon Patent Group, Inc. (OTCBB: MARA) ("Marathon"), an Intellectual Property services and monetization company, today released a letter to its shareholders.

    Sentiment: Strong Buy

  • Marathon Patent Group Releases Letter to Shareholders

    ALEXANDRIA, VA--(Marketwired - Apr 25, 2013) - Marathon Patent Group, Inc. (OTCBB: MARA) ("Marathon"), an Intellectual Property services and monetization company, today released a letter to its shareholders.

    Look up MARA on here. You'll find the headline for the Letter to Shareholder. Do your research on this up and comer. Very promising.

  • jake4real77 by jake4real77 Apr 25, 2013 11:44 AM Flag

    Marathon Patent Group Releases Letter to Shareholders
    ALEXANDRIA, VA--(Marketwired - Apr 25, 2013) - Marathon Patent Group, Inc. (OTCBB: MARA) ("Marathon"), an Intellectual Property services and monetization company, today released the following letter to its shareholders.

    Dear Fellow Shareholder,

    I wanted to take this opportunity to share with you the progress Marathon has made since our new business strategy was adopted in mid-November 2012.
    As many of you know, the Company has been transformed into an intellectual property company, in which revenues will be generated from our two divisions: IP Licensing & Enforcement and IP Services. We have hired executives with experience in intellectual property as well as added two new independent board members with strong credentials in the intellectual property industry. In our transformation process, we have substantially unwound our real estate assets and are seeking to dispose of our remaining uranium exploration assets.

    The Company has changed its name to Marathon Patent Group from American Strategic Minerals. The corporate name change was undertaken to align our new business strategy as an intellectual property ("IP") company. Marathon serves patent holders of all types and sizes.

  • The news is spreading quickly. Can't post links but the letter to shareholders is everywhere, including one in the headline.

  • jake4real77 jake4real77 Apr 22, 2013 8:20 PM Flag

    See the rest over at Market Playground.

  • The healthcare sector provides a diverse group of investment candidates for investors of many types. From the dividend-paying $66.72 billion heavyweight Bristol Myers Squibb Co. (NYSE:BMY) with a closing share price of $40.50 on Monday, April 15th to the fledgling $1.87 million market capitalization MultiCell Technologies Inc. (PINK:MCET) with Q1 revenue of $12,329 while operating at a Q1 loss of $385,845, investors of various risk tolerances and investing styles can secure gains in either, but with obvious differences in risk, upside potential, and investment timeframes being obvious. There is even a niche group of investors who invest in small pharmaceutical companies undertaking clinical trials in an attempt to reap the rewards of regulatory approvals with potential gains of many hundreds of percentages, while risking the downside of a devastating failed clinical trial or regulatory rejection from the FDA in the form of the dreaded complete response letter, often resulting in greater than 70% losses upon announcement. While solid gains in the long term or short term are possible with any range of pharmaceutical companies developing new therapies for various indications, the risks associated with the negative events can be too much for many investors to tolerate.

    There is another option for solid gains with much less risk, a type of “investment hybrid” of the safer revenue generating large pharmaceutical and the larger upside, but higher risk of a development level pharmaceutical. I would like to introduce a small capitalization pharmacy company with possibilities of large gains without the risks associated with development phase pharmaceuticals. Assured Pharmacy Inc. (APHY) is a specialty pharmacy based out of Frisco, Texas. Rather than dealing with the volatility and risks involved with developing therapies in expensive clinicals with uncertain outcomes, this company instead markets approved drugs in the U.S. However, the company is not an upstart version

WAG
60.52+0.05(+0.08%)Aug 29 4:01 PMEDT

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