U.S. Markets closed

Express Scripts Holding Company (ESRX)

NasdaqGS - NasdaqGS Delayed Price. Currency in USD
Add to watchlist
60.56-0.48 (-0.79%)
At close: 4:00PM EDT
People also watch
CVSMCKCELGBIIBABC
  • G
    George
    George
    I am retired military with significant back and neck injuries. This company is deplorable with care to military customers. They contact doctors for refills to medicines, but if they don't hear from the doctor, they do not inform us and the next thing you know you are out of medicine. They should inform their customers that the doctor has not responded, so we can do something locally to get the mail order deliveries in time. By the way, it takes over 7 days after mailing a prescription to Phoenix for the order to be process and then it is mailed which is another several days. They really are dropping the ball for us military guys speaking from personal experience.
  • V
    Victoria
    Victoria
    ESRX appears to suggest upside opportunity. I started receiving notifications from Awe.Some.Sto-ck.s the other week and so far they have presented interesting new trade ideas.
  • X
    Xing
    Xing
    For those who dont know, express script benefits from drug price increase and gets lots of rebates from name brand drugs like EpiPen from Mylan. Which is ironic considering the whole reason for PBM like express script to exist is to lower drug prices....what an ironic business model. For investors of this company goodluck to you when the government and large corporation finally had enough of being ripped off and fights back.
  • R
    Rudy
    Rudy
    ESRX will be in BIG GREEN today. Good luck!
  • Z
    Zo
    Zo
    esrx >> LNTH
  • J
    Jesse
    Jesse
    Oh Baby,,,We'z Rolling-
  • Y
    Yahoo Finance Insights
    Yahoo Finance Insights
    ESRX is up 4.90% to 63.32
  • L
    Long Term
    Long Term
    If MNK is going to zero - what happens here? Very close friends of MNK?
  • S
    S.H
    S.H
    Mallinckrodt Public Limited Company

    $MNK BK Citron exposes NEW info. $ESRX speaks about Acthar. Respect To Chanos. First Enron then $VRX Now $MNK https://t.co/rUXbC788CA

  • J
    JAG61
    JAG61
    I bought 60.5 Weekly Puts yesterday and they doubled today for a tidy profit. It's hard to tell, but there was a significant amount of these traded yesterday and if forced to guess I'd say something is coming since there are still plenty in OI. Personally, I'm not that brave nor greedy. G' luck...
  • P
    Preferred
    Preferred
    ESRX should buy GoodRX (private co) to increase transparency & improve consumer reputation & maybe Diplomat to bolster specialty & mail order...
  • D
    Dana
    Dana
    Now, what's wrong? Always something with this one.
  • J
    JJ
    JJ

    Great summary of Grey Owl's 1Q17 Letter - long thesis for Express Scripts: https://investoralmanac.com/2017/05/13/grey-owl-capital-management-1q17-letter-esrx-lila-trip-irt-clns-hbi-nly/

    InvestorAlmanac - Grey Owl Capital Management 1Q17 Letter – ESRX, LILA, TRIP, IRT, CLNS, HBI, NLY
    Grey Owl Capital Management 1Q17 Letter, May 3, 2017 “If you take care of the small things, the big things take care of themselves. You can gain more control over your life by paying closer attenti…
    investoralmanac.com
  • J
    John
    John
    Did anyone notice there is no time listed for the Shareholder meeting for Thursday 5/11/17. I called and received no reply concerning a time. Does anyone know what time the meeting is?
  • V
    Vincent
    Vincent
    I posted when this popped to $62-$63 two weeks ago that this would be back under $60 soon enough just covered $59.50 see ya.... I'm done here
  • M
    Mickey
    Mickey
    Anthem now claims they haven't decided on a PBM (though I doubt that will help ESRX stock price for a while until the hedgies cover their shorts). The plain fact is, Anthem can do it in-house and lose a ton of money in the attempt, go to United and deal with a competitor or go to CVS which could likely do a deal but the switching costs alone will cost a bunch. ESRX is the best fit for them but has preemptively taken the hit for no deal. As of today, Anthem has less leverage. My money is on ESRX in the mid-term and I'm staying long.
  • D
    Dana
    Dana
    ESRX has three plus years to fill the Anthem hole with 4.2 billion of cash flow from the Anthem business. These guys accepted 4.5 billion upfront to buy back their own stock and now want the best rates from ESRX. ESRX could end up in a better position and good luck to CVS dealing with these guys. CVS is not going to save them anymore money than the deal they have right now with ESRX. Truly an irrational management team.
  • g
    g
    g
    They have 3 years to make a deal this stock might open green tomorrow.
  • n
    nice
    nice
    The have 3 YEARS to work this out
  • J
    John
    John
    Wow, a hidden bombshell in the ER. ESRX practically is saying that their biggest client, Anthem, will not renew its contract... "not likely" is what they are actually saying.. Given that Anthem is about 30% of ESRX's current revenue, this is huge. JMO