AmerisourceBergen and Walgreens Sign 'Deal of a Lifetime'
S&P 500’s Top Losses: Why Biogen Declined
Biogen, which is an American multinational biotechnology company, was the S&P 500’s top loss on June 18.
After Walgreens’s 1Q17 Results, Wall Street Remains Positive
Analysts have a positive to neutral view on Walgreens and has rated its stock a “2” on a scale of “1-strong buy” to “5-sell.”
Why Did Cable ONE’s Shares Just Fall?
Shares of Cable ONE (CABO) fell 8.5% during the week ended January 6, 2017. Northwest Broadcasting channels will no longer be available on Cable ONE.
Walgreens and AmerisourceBergen End Talks without a Deal
According to a report by CNBC, talks between Walgreens Boots Alliance (WBA) and AmerisourceBergen Corp. (ABC) ended without an agreement.
Alliance Boots Merger Boosts Walgreens’ Leverage
WBA’s leverage increased as a result of the debt raised by Walgreens to finance the acquisition of Boots Alliance.
Walgreens Delivers an Earnings Beat Once Again
Walgreens Boots Alliance (WBA) reported its fiscal 4Q16 and fiscal 2016 results on Thursday, October 20, 2016.
Analyzing hospital expenses: Breaking down the important costs
You can break down average hospital costs into salary expenses, supply expenses, bad debt expenses, and miscellaneous expenses. Labor costs account for about 49% of expenses, and they’re the biggest expenses for hospitals.
Analyzing Gilead Sciences’ Research Pipeline Developments
On October 3, Gilead Sciences (GILD) reported the results from a phase three study evaluating Biktarvy’s safety and efficacy.
How Pharmacies and Drugstores Are Defending against Amazon
Amazon’s (AMZN) purchase of PillPack is expected to pose a threat to existing players in the pharmaceutical space.
Drugstore Stocks Tumble ahead of Trump’s New Drug Policy
The stocks of top drugstore chains CVS Health (CVS) and Walgreens Boots Alliance (WBA) were down yesterday amid ongoing tensions regarding a policy change in US drug pricing.
What’s LHC Group’s Business Strategy?
In 2018, LHC Group is expected to report revenue of $1.2 billion. What about its peers?
Behind Depomed’s Business Strategy
Depomed (DEPO) has adopted a three-pronged business strategy with three key elements: maintain, build, and grow.
Analysts’ Ratings for AmerisourceBergen in March 2018
Four analysts gave AmerisourceBergen stock a “strong buy” rating, seven analysts gave it a “buy” rating, and seven analysts gave it a “hold” rating.
AmerisourceBergen’s Financial Performance in 1Q18
In 1Q18, AmerisourceBergen (ABC) generated revenues of $40.4 billion—compared to $38.1 billion in 1Q17.
Analyzing AmerisourceBergen’s Recent Acquisitions
In December 2017, AmerisourceBergen (ABC) acquired Northeast Supply Company, or NEVSCO, for a consideration of $70 million.
AmerisourceBergen’s Business Segments
AmerisourceBergen’s (ABC) operations are organized based on the products and services it provides to customers.
How the Drug Store Industry Is Changing
The top three drugstore chains in the US are in the process of forming new associations through mergers and acquisitions to create a more diversified portfolio and protect themselves from the growing online threat.
Would Acquiring AmerisourceBergen Make Sense for Walgreens?
Why would Walgreens acquire AmerisourceBergen? As discussed, The Wall Street Journal recently reported that Walgreens Boots Alliance (WBA) is in acquisition talks with AmerisourceBergen (ABC). The deal, if proposed and completed, would combine America’s largest pharmacy chain (by drugstore count) with one of the largest drug distributors in the country. The significant deal would further consolidate […]
A Look at AMAG Pharmaceuticals’ Collaborations
AMAG Pharmaceuticals’ business strategy includes the expansion of its portfolio through licensing and acquisitions of additional pharmaceutical products.
Patient Recovery Acquisition May Boost Cardinal Health’s Revenues
On July 30, 2017, Cardinal Health (CAH) completed the acquisition of Medtronic’s patient recovery business for an all-cash consideration worth $6.1 billion.
Cardinal Health’s Medical Segment: Key Growth Driver?
In fiscal 2017, Cardinal Health’s (CAH) Medical segment reported robust demand in areas such as surgical kitting, lab services, post acute, and medical services.
Robust Growth Expected for Cardinal Health’s Specialty Solutions
Cardinal Health’s (CAH) Specialty Solutions segment provides two types of services: upstream to pharmaceutical and biopharmaceutical manufacturers and downstream to healthcare providers.
Cardinal Health: Stable Net Profit Margins in Fiscal 2018?
Wall Street analysts have projected Cardinal Health’s fiscal 2018 net profit margins to be 1.0%, which will be similar to what the company reported in fiscal 2017.
Cardinal Health Expected to Report Modest Revenue Growth
For fiscal 2018, Cardinal Health (CAH) has projected mid-single-digit revenue growth on a YoY basis, partially driven by the company’s high customer retention rates.
Wall Street Sees a 22% Upside in Walgreens
Walgreens is covered by 25 Wall Street analysts. The company has received a rating of 2 on a scale of 1 (strong buy) to 5 (sell). It has 72% “buy” and 28% “hold” recommendations and no “sell” recommendations.
Primary Detractor in the U.S. Moat Index’s Performance in April
For April, the top three detractors in MOAT were healthcare companies like AmerisourceBergen (ABC), Express Scripts (ESRX), and McKesson (MCK).
Walgreens’s Currency Headwinds for Its International Businesses
In the last couple of quarters, Walgreens Boots Alliance’s (WBA) fiscal 1Q17 top line was negatively affected by currency headwinds, falling 1.8% YoY.
S&P 500 Rose Due to the Telecom and Health Care Sector
After pulling back in the last week of 2016 amid the broad market sell-off and thin volumes, the S&P 500 rose on the first trading day of 2017.
A Look at Walgreens Boots Alliance’s Initiatives and Partnerships
During fiscal 2016, Walgreens entered into various strategic partnerships to advance its retail and pharmacy operations.
Why Has the JPMorgan Large-Cap Growth Fund Done so Poorly in 2016?
The JPMorgan Large-Cap Growth Fund Class A (OLGAX) has dived by 3.9% YTD in 2016. This decline makes it the worst performer among our 12 funds.
Zimmer Biomet Prices Its Secondry Offering, Stock Goes Down
On June 14, 2016, Zimmer Biomet (ZBH) was one of the underperforming stock within the Health Care Select Sector SPDR ETF (XLV). It fell by 1.2%.
XLV’s Holdings: How Are the Moving Averages Trending?
As of May 31,178 of XLV’s stocks were trading above their 20-day moving averages and 25% were trading above their 50-day moving averages.
How Does WBA’s Stock Market Performance Compare to Peers?
After delivering a decent performance in the stock market in 2015 with returns of 12%, Walgreens Boots Alliance (WBA) had a rought start in 2016.
How Have XLV’s Large-Caps Performed?
XLV has 49 large-cap stocks in its holdings, with a combined market cap of more than $10 billion. Among them, 47 stocks fell on March 15, 2016.
An Analysis of Walgreens Boots Alliance’s Stock Returns
Walgreen Boots Alliance’s (WBA) common stock trades on the NASDAQ under the symbol “WBA.”
Analyzing Walgreens Boots Alliance’s Return on Investments
The most important metrics used to gauge investors’ returns on their investment are ROA (return on assets) and ROE (return on equity).
A Look at Walgreens Boots’ Pharmaceutical Wholesale Division
Walgreens Boots Alliance’s (WBA) Pharmaceutical Wholesale division consists of the legacy Alliance Boots pharmaceutical wholesaling and distribution businesses.
A Look at Walgreens Boots Alliance’s Retail Pharmacy USA Division
The Retail Pharmacy USA division is Walgreens Boots Alliance’s (WBA) largest revenue generator.
Walgreens Boots Alliance: Merger of Walgreens and Alliance Boots
Walgreens became a wholly owned subsidiary of Walgreens Boots Alliance after a merger.