McKesson Corp

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  • Healthcare

    New hospital trends benefit Computer Programs and Systems, Inc.

    Computer Programs and Systems, Inc. (CPSI) investment thesis This section includes a description of the business and a quick summary of the key points to the investment thesis, including how the idea was originally brought to our attention. Computer Programs and Systems, Inc. (CPSI) is a healthcare information technology company that designs, develops, markets, installs […]

    By CUSH Capital
  • CDC Says Prepare for a Coronavirus Vaccine by November
    Healthcare

    CDC Says Prepare for a Coronavirus Vaccine by November

    By Mark Pygas
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    Company & Industry Overviews

    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.

    By Kenneth Smith
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    Company & Industry Overviews

    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.

    By Anne Shields
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    Consumer

    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.

    By Sonya Bells
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    Company & Industry Overviews

    Behind Depomed’s Business Strategy

    Depomed (DEPO) has adopted a three-pronged business strategy with three key elements: maintain, build, and grow.

    By Kenneth Smith
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    Company & Industry Overviews

    BD Advances Medication Management Business through Innovations

    Becton, Dickinson and Company (BDX), or BD, established itself as the leader in the medication management market with the acquisition of CareFusion in 2015.

    By Sarah Collins
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    Company & Industry Overviews

    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.

    By Margaret Patrick
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    Company & Industry Overviews

    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.

    By Margaret Patrick
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    Company & Industry Overviews

    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.

    By Margaret Patrick
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    Company & Industry Overviews

    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.

    By Margaret Patrick
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    Company & Industry Overviews

    Headwind for Becton Dickinson: US Dispensing Business

    Becton Dickinson (BDX) is the leading player in the US dispensing business. Its Pyxis system sales contribute significantly to the company’s total revenues.

    By Sarah Collins
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    Healthcare

    Dividend Yield of Cardinal Health

    Cardinal Health’s (CAH) PE ratio of 16.0x compares to a sector average of 20.4x. The dividend yield of 2.9% compares to a sector average of 2.0%.

    By Amanda Lawrence
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    Real Insights

    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).

    By VanEck
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    Company & Industry Overviews

    Why TRBCX Hasn’t Seen a Great Start to 2016

    The T. Rowe Price Blue Chip Growth Fund (TRBCX) fell 5.5% in 1Q16, placing it as a below-average performer among the 12 funds under review.

    By David Ashworth
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    Earnings Report

    What Were the Key Revenue Drivers for WBA in 1Q16?

    Walgreens Boots Alliance’s (WBA) sales rose 48.5% YoY (year-over-year) to $29 billion in 1Q16. The increase was largely driven by the consolidation of Alliance Boots’ operations.

    By Sonya Bells
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    Company & Industry Overviews

    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.

    By Peter Neil
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    Company & Industry Overviews

    TRBCX: What Can We Learn from Its Numbers?

    The T. Rowe Price Blue Chip Growth Fund (TRBCX) had $29.1 billion worth of assets under management at the end of January 2016.

    By David Ashworth
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    Company & Industry Overviews

    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.

    By Sonya Bells
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    Company & Industry Overviews

    Walgreens Boots Alliance: Merger of Walgreens and Alliance Boots

    Walgreens became a wholly owned subsidiary of Walgreens Boots Alliance after a merger.

    By Sonya Bells
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    Company & Industry Overviews

    Henry Schein Acquired RxWorks and Greggs Increased Sales

    Henry Schein reported 3Q15 net sales of $2,685.8 million, a rise of 2.4% compared to the net sales of $2,623.7 million in fiscal 3Q14.

    By Gabriel Kane
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    Miscellaneous

    How CVS Plans to Make Target’s Pharmacies Profitable

    CVS is planning to transfer Target’s generic business to Red Oak Sourcing. Target currently sources from McKesson.

    By Phalguni Soni
  • Healthcare

    Computer Programs and Systems, Inc.’s superior value proposition

    Computer Programs and Systems, Inc. (CPSI): Moat CPSI has a superior product and value proposition evidenced by their market share, ROE, margins, and through CUSH’s independent channel checks. CPSI has taken more hospitals to Meaningful Use than its next five direct competitors combined. Implementation of the CPSI’s EHR system is typically one to two months […]

    By CUSH Capital
  • Healthcare

    Computer Programs and Systems, Inc.’s impressive management team

    Computer Programs and Systems, Inc. (CPSI): Management team At CUSH, we hold a monthly investors club for area executives and other successful investors. One of the members got us excited about the idea after speaking very highly of the CPSI, sharing great insight. This, coupled with having recently read an article from Forbes[1. Forbes, “Land Shares […]

    By CUSH Capital
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