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ARCADIA RESOURCES Message Board

steve_vajs 2 posts  |  Last Activity: Jan 23, 2015 12:06 PM Member since: Apr 28, 2012
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  • Reply to

    Walgreens sells a Huge Asset

    by robbsbeach Jan 20, 2015 4:25 PM
    steve_vajs steve_vajs Jan 23, 2015 12:06 PM Flag

    Rob, I agreed that profit margins in IV business is much greater but the overhead costs plus all the high salary folks (i.e. nurses, infusion pharmacies, physicians, etc..) needed are enough to shrink the margins that could fell well below the drug commodity or store merchandise businesses. It makes sense for Walgreens IMPO to sell off IV business to someone but still maintain some influence making the IV business a vehicle for future continue growth. IV drugs from Walgreens could be sold to OptionCare as an independent party thus revenues continued to flow in IMPO.

  • Reply to

    Walgreens sells a Huge Asset

    by robbsbeach Jan 20, 2015 4:25 PM
    steve_vajs steve_vajs Jan 23, 2015 9:18 AM Flag

    I disagreed. I think selling off the infusion business secures them for future growth.

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