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.
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.
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.
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.
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.
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.”
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.