Express Scripts Holding Stock Has Risen 36% in 2018
On November 29, Express Scripts Holding’s stock price closed at $101.22, which is ~5% growth from the close of $96.81 on November 23.
How to Invest in Global Wide Moat Stocks
The Morningstar Global Wide Moat Focus Index has global exposure, unlike the Morningstar International Moat Index (MOTI).
UNH’s Stock Price Performance in June
On June 28, UnitedHealth Group (UNH) ended the trading day at $244.90, ~4.6% lower than its 52-week low of $183.86 reached on July 18, 2017.
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.
How Is UNH’s Optum Business Positioned in the Industry?
UnitedHealth Group is, by revenue, the largest healthcare company in the world.
Analyst Ratings for Nektar Therapeutics and Peers in March 2018
Of the nine analysts covering Nektar Therapeutics in March 2018, four of them have given the stock a “strong buy” rating.
What’s LHC Group’s Business Strategy?
In 2018, LHC Group is expected to report revenue of $1.2 billion. What about its peers?
What Analysts Recommend for Civitas Solutions in March 2018
Of the four analysts covering Civitas Solutions, two analysts have given the stock a “strong buy” rating, and two analysts have given it a “buy” rating.
Cigna Expects Acquisition of Express Scripts by End of 2018
On March 7, 2018, Cigna (CI) announced that it has entered into a definitive agreement to acquire Express Scripts (ESRX) for $67 billion.
Analyzing AmerisourceBergen’s Recent Acquisitions
In December 2017, AmerisourceBergen (ABC) acquired Northeast Supply Company, or NEVSCO, for a consideration of $70 million.
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.
Express Scripts: How Its Performance Contributed to Its Valuation
Express Scripts’ (ESRX) revenue fell 1% in both 2016 and the first nine months of 2017.
Mylan: How Its Performance Contributed to Its Valuation
In this final series of our three-part series, we’ll be looking at the last seven stocks among the top 18 cheap stocks in the S&P 500 for 2018.
Walgreens versus CVS: Discussing PBM Strategies
In August 2016, Walgreens announced a long-term strategic alliance with Prime Therapeutics, America’s fourth-largest PBM.
Leerink Partners Convinced about Amazon’s Entry in the Pharma Space
Analysts Ana Gupte of Leerink Partners said in a recent client note that Amazon might enter the drug distribution market within the next two years.
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.
Eosinophilic Esophagitis: Major Market Opportunity for Dupixent?
Regeneron (REGN) has obtained positive results from its Phase 2 proof-of-concept study evaluating Dupixent in eosinophilic esophagitis.
How 3M Company’s Products Look After Your Health
Revenues from 3M Company’s (MMM) Healthcare segment rose from 16.7% ($5 billion) of total annual revenue in 2011 to 17.5% ($5.4 billion) in 2015.
Why 3M Sees an Opportunity in Tier B Chinese Hospitals
20% of 3M Company’s (MMM) Healthcare sales are derived from developing economies, which have been growing organically since 2012.
PLGAX Slips in 2016 after a Superlative 2015
PLGAX had a great year in 2015, as its risk-adjusted returns, the consistency of returns, and alpha ranked it as the second-best fund in our peer group.
Anthem Expects to Generate Substantial Savings from Pharmaceutical Pricing in 2016
Anthem plans to negotiate pharmaceutical pricing with Express Scripts in an effort to improve affordability, secure more members, and enroll new customers.
Express Scripts Trades Above Its 100-Day Moving Average
Express Scripts Holdings rose 0.4%. The company was in the news on November 10 when it announced that it would remove Linden Care Pharmacy from its network.
Earnings Analysis: CVS Health’s Performance in 2Q15
CVS Health declared its 2Q15 results on August 4, beating consensus Wall Street analyst estimates for the fifth straight quarter. The company’s results were upbeat, with sales rising 7.4% year-over-year to $37.2 billion.
Drivers That Impact CVS’s Pharmacy Services Segment
CVS Health (CVS) is projecting 2Q15 revenue growth between 11.25% and 12.5% for its Pharmacy Services, which provides pharmacy benefit management (or PBM) services.
UnitedHealth Group’s Optum Posts Healthy 1Q15 Operating Earnings
The Optum segment offers pharmacy, quality management, and health technology services. Operating earnings grew by 14% year-over-year to $742 million.
An overview of Berkshire Hathaway’s 3Q positions
The size of Berkshire Hathaway’s US long portfolio increased slightly from $107.5 billion in 2Q14 to $107.7 billion in 3Q14.
Maverick Capital sells its stake in Express Scripts Holding
Maverick Capital exited a 3.5% position in Express Scripts Holding Co. (ESRX). The position was initiated in 3Q 2013.
Lee Ainslie’s Maverick Capital buys a stake in Catamaran Corp.
Pharmacy benefit manager Catamaran Corp. (CTRX) is a new position initiated by Maverick that accounts for 2.46% of the fund’s fourth quarter portfolio.