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.
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.
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.
ESRX will be in BIG GREEN today. Good luck!
esrx >> LNTH
Oh Baby,,,We'z Rolling-
Yahoo Finance Insights
ESRX is up 4.90% to 63.32
If MNK is going to zero - what happens here? Very close friends of MNK?
$MNK BK Citron exposes NEW info. $ESRX speaks about Acthar. Respect To Chanos. First Enron then $VRX Now $MNK https://t.co/rUXbC788CA
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...
ESRX should buy GoodRX (private co) to increase transparency & improve consumer reputation & maybe Diplomat to bolster specialty & mail order...
Now, what's wrong? Always something with this one.
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…
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?
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
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.
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.
They have 3 years to make a deal this stock might open green tomorrow.
The have 3 YEARS to work this out
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