Baird analyst Eric Coldwell revisited his thesis on Express Scripts (ESRX) following results, the President's drug pricing proposals, and the recent proxy filing. Despite the White House blueprint not containing any immediate proposals, he believes the shares are unloved and under-owned and are about the same price today as they were before the Cigna (CI) announcement. Coldwell believes the shares should be bought regardless of the Cigna outcome, citing Express Scripts' consistent fundamental performance and improving business outlook. Coldwell reiterated his Outperform rating and $92 price target on Express Scripts shares.