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CAH

Cardinal Health

$55.62

-1.89 (-3.29%)

, AMZN

Amazon.com

$1,129.88

-7.41 (-0.65%)

11:44
11/20/17
11/20
11:44
11/20/17
11:44

Cardinal Health slides as Morgan Stanley says sell on Amazon risk

Shares of Cardinal Health (CAH) are sliding after Morgan Stanley analyst Ricky Goldwasser downgraded the stock to Underweight, a sell-equivalent rating, as he believes Amazon (AMZN) is looking to scale its medical supply distribution efforts and Cardinal's potential earnings risk from the e-commerce giant's effort is larger than its peers. Patterson (PDCO) and Henry Schein (HSIC) are also lower following Morgan Stanley's comments on Amazon's entry into healthcare. SELL CARDINAL HEALTH: In a research note to investors, Morgan Stanley's Goldwasser downgraded Cardinal Health to Underweight from Equal Weight, saying the company has an "outsized exposure" to Amazon risk compared to its peers. Recent hires and public statements make it clear that Amazon is looking to scale its medical supply distribution efforts by deepening existing infrastructure and relationships with hospitals, the analyst contended, adding that it is only a matter of time until it competes head-to-head with primary source distributors such as Cardinal. Further, Goldwasser believes that Cardinal's potential earnings risk is still underappreciated despite the recent selloff. The analyst also lowered his price target on the shares to $51 from $72. AMAZON DISRUPTION OF HEALTHCARE: Meanwhile, Morgan Stanley's U.S. Internet and Healthcare teams collaborated on a report exploring Amazon's entry into healthcare, stating that it will likely take time but that the e-commerce giant's "disruption of healthcare is a foregone conclusion." Healthcare distribution, encompassing medical, dental and drug distributors, drug retailers, and pharmacy benefit managers, has the best fit with the Amazon playbook, the firm contended, adding that manufacturing and specialty players look insulated but may invite Amazon to disintermediate distribution. While retail plays to Amazon's strengths with the highest profits and lowest barriers to entry, retailers like CVS (CVS) and Walgreens (WBA) have the most opportunities to adjust their business models and lower costs to defend against Amazon, the teams told investors. Medical supply and Life Sciences distribution are "less rich" targets, but look like "low-hanging fruit," the analysts added. Morgan Stanley noted that Cardinal Health has the most exposure via its medical supply distribution segment, while McKesson (MCK) also has some, but less, risk. AmerisourceBergen (ABC), which does not distribute medical supplies, remains immune in the near-term, the firm concluded. Others in healthcare distribution facing the most share and/or margin risk from Amazon include Thermo Fisher (TMO), Henry Schein and Patterson, the team of analysts pointed out. Overall, Morgan Stanley envisions Amazon entering the supply chain in four phases, namely opening a retail pharmacy and establishing an infrastructure, contracting with generic manufacturers, building relationships with branded manufacturers, and building out claims processing capabilities. In this scenario, the e-commerce giant could transform the drug supply chain, unlocking savings for patients and plan sponsors while putting drug retailer, distributor, and PBM profit pools at risk over time, the analysts added. PRICE ACTION: In morning trading, shares of Cardinal Health have dropped 3.5% to $55.53, while Patterson has slipped about 3% and Henry Schein has slid more than 2%.

CAH

Cardinal Health

$55.62

-1.89 (-3.29%)

AMZN

Amazon.com

$1,129.88

-7.41 (-0.65%)

PDCO

Patterson Companies

$36.04

-0.03 (-0.08%)

HSIC

Henry Schein

$69.12

-0.39 (-0.56%)

CVS

CVS Health

$70.02

-0.66 (-0.93%)

WBA

Walgreens Boots Alliance

$71.25

-0.05 (-0.07%)

MCK

McKesson

$138.41

-3.72 (-2.62%)

ABC

AmerisourceBergen

$77.22

-1.625 (-2.06%)

TMO

Thermo Fisher

$190.62

0.45 (0.24%)

  • 20

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    Mar

CAH Cardinal Health
$55.62

-1.89 (-3.29%)

11/20/17
11/20/17
DOWNGRADE
Target $51

Underweight
Cardinal Health cut to sell on outsized Amazon risk at Morgan Stanley
As previously reported, Morgan Stanley analyst Ricky Goldwasser downgraded Cardinal Health (CAH) to Underweight, the firm's equivalent to a sell rating, from Equal Weight. It has become clear that Amazon (AMZN) is looking to scale its medical supply distribution efforts and Cardinal's potential earnings risk from Amazon's effort is outsized compared to peers and still underappreciated, said Goldwasser, who added that "price competition is likely a matter of time" as Amazon builds its infrastructure. He cut his price target on Cardinal to $51 from $72.
11/20/17
MSCO
11/20/17
DOWNGRADE
MSCO
Underweight
Cardinal Health downgraded to Underweight from Equal Weight at Morgan Stanley
11/15/17
11/15/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Snap (SNAP) downgraded to Market Perform from Outperform at JMP Securities with analyst Ronald Josey citing its slowing daily active user growth and the risk that its pending app redesign could further impact DAUs. 2. Johnson Controls (JCI) downgraded to Neutral from Positive at Susquehanna with analyst Robert Barry citing rising margin pressures, a weaker earnings growth outlook and less apparent upside to multiples. 3. Cardinal Health (CAH) downgraded to Hold from Buy at Argus with analyst David Toung saying price deflation in generic drugs may continue to pressure pharma distribution margins which already fell for eight consecutive quarters. 4. Cenovus Energy (CVE) downgraded to Sector Perform from Outperform at Scotiabank. 5. TechnipFMC (FTI) downgraded to Reduce from Hold at HSBC. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/20/17
11/20/17
NO CHANGE

Amazon disruption of healthcare 'a foregone conclusion,' says Morgan Stanley
Morgan Stanley's U.S. Internet and Healthcare teams collaborated on a report exploring Amazon's (AMZN) entry into healthcare, stating that it will likely take time but that the e-commerce giant's "disruption of healthcare is a foregone conclusion." While retail plays to Amazon's strengths with the highest profits and lowest barriers to entry, retailers like CVS (CVS) and Walgreens (WBA) have the most opportunities to adjust their business models and lower costs to defend against Amazon, the teams tell investors. Medical supply and Life Sciences distribution are "less rich" targets, but look like "low-hanging fruit," the analysts added. Cardinal Health (CAH) has the most exposure via its medical supply distribution segment, said the firm, which downgraded Cardinal to Underweight from Equal Weight, as previously reported. McKesson (MCK) also has some, but less, risk and AmerisourceBergen (ABC), which doesn't distribute medical supplies, remains immune in the near-term, the firm concluded. Others in healthcare distribution facing the most share and/or margin risk from Amazon include Thermo Fisher (TMO), Henry Schein (HSIC) and Patterson (PDCO), the firm added.
AMZN Amazon.com
$1,129.88

-7.41 (-0.65%)

11/20/17
MSCO
11/20/17
INITIATION
MSCO
Overweight
National Vision initiated with an Overweight at Morgan Stanley
Morgan Stanley analyst Simeon Gutman started National Vision (EYE) with an Overweight rating and $36 price target, saying he believes the company's long runway for store expansion and predictable cash flow growth merit a premium valuation while its high service component give it a low Amazon (AMZN) risk.
11/20/17
NOMU
11/20/17
NO CHANGE
Target $1360
NOMU
Buy
Amazon.com price target raised to $1,360 from $1,100 at Nomura Instinet
Nomura Instinet analyst Simeon Siegel raised his price target for Amazon.com to $1,360 saying his "deep dive" margin analysis has left him "increasingly positive." Amazon closed Friday down $7.41 to $1,129.88. With product costs unlikely to ease, mix shift to higher margin segments appears key to the company's margin expansion, Siegel tells investors in a research note. He believes "mix shift alone" could drive at least 1,000 basis points of long-term gross margin lift, "powering" a $160B investment into "deepening" Amazon's "moat." Siegel believes his new $1,360 price target could prove conservative and he keeps a Buy rating on Amazon shares.
PDCO Patterson Companies
$36.04

-0.03 (-0.08%)

11/15/17
STFL
11/15/17
UPGRADE
STFL
Hold
Patterson Companies upgraded to Hold from Sell at Stifel
11/16/17
11/16/17
UPGRADE
Target $34

Hold
With short interest rising, Stifel upgrades Patterson Companies to Hold
As previously reported, Stifel analyst Jonathan Block upgraded Patterson Companies (PDCO) to Hold from Sell, though he made clear to investors he still believes the company faces significant challenges. However, the stock has reached a five-year trough valuation and sentiment among the dental distributors is close to all-time lows amid worries about Amazon (AMZN) competition, Block points out. He also notes that short interest in Patterson has recently been moving higher. Block keeps a $34 price target on the stock.
09/21/17
MSCO
09/21/17
INITIATION
Target $42
MSCO
Equal Weight
Patterson Companies initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Steve Beuchaw initiated Patterson Companies (PDCO) with an Equal Weight rating and $42 price target, saying the firm's AlphaWise survey suggests Patterson should take back share in 2018 and recover to 4% organic growth. However, he sees greater upside to consensus EPS elsewhere. Beuchaw also started dental industry peer Henry Schein (HSIC) with an Equal Weight rating this morning.
HSIC Henry Schein
$69.12

-0.39 (-0.56%)

11/07/17
BARD
11/07/17
NO CHANGE
Target $86
BARD
Outperform
Henry Schein sentiment has become far too negative, says Baird
Baird analyst Jeff Johnson acknowledged it would be easy to paint a bear thesis on Henry Schein, but he believes the sentiment has moved far too negative for a company capable of delivering 4%-5% organic revenue and upper single digit earnings growth over time. Johnson reiterated his Outperform rating and lowered his price target to $86 from $95 on Henry Schein shares.
11/07/17
RBCM
11/07/17
NO CHANGE
Target $82
RBCM
Sector Perform
Henry Schein price target lowered to $82 from $91 at RBC Capital
RBC Capital analyst Stephen Hagan lowered his price target on Henry Schein to $82 after Q3 earnings. Hagan says that while Q3 revenue topped consensus, EPS was in line and FY18 outlook was disappointing as a result of tax rate expectations. The analyst notes that margin pressure reduces the risk for outperformance, keeping his Sector Perform rating on the stock.
11/07/17
LEER
11/07/17
NO CHANGE
Target $77
LEER
Market Perform
Henry Schein price target lowered to $77 from $87.50 at Leerink
Leerink analyst David Larsen lowered his price target for Henry Schein to $77 from $87.50 following Q3 earnings. The analyst reiterates a Market Perform rating on the shares.
CVS CVS Health
$70.02

-0.66 (-0.93%)

11/10/17
NEED
11/10/17
UPGRADE
NEED
Buy
CVS Health upgraded to Buy from Hold at Needham
11/10/17
NEED
11/10/17
UPGRADE
Target $79
NEED
Buy
Needham upgrades CVS to Buy despite potential Amazon threat
Needham analyst Kevin Caliendo upgraded CVS Health (CVS) to Buy from Hold with a $79 price target. The healthcare company closed yesterday up 3c to $69.02. The stock's risk/reward is favorable, especially if CVS is able to consummate the reported merger with Aetna (AET), Caliendo tells investors in a research note. The analyst puts a better than 50/50 chance of Amazon (AMZN) entering the pharmacy market, and sees CVS shares trading down to 9-10 times earnings in a worst case scenario. His best-case scenario has Amazon putting off a decision on pharmacy and CVS buying Aetna. Caliendo thinks CVS' multiple could expand to 14 times or more under his best case.
11/10/17
11/10/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. CVS Health (CVS) upgraded to Buy from Hold at Needham with analyst Kevin Caliendo saying the stock's risk/reward is favorable, especially if CVS is able to consummate the reported merger with Aetna (AET). 2. Kohl's (KSS) upgraded to Outperform from Neutral at Baird with analyst Mark Altschwager saying Kohl's improving product portfolio and strong loyalty position the company for the holiday season, while cost savings and inventory reductions provide free-cash-flow visibility near-term. 3. Fiat Chrysler (FCAU) upgraded to Neutral from Sell at Citi. 4. Comcast (CMCSA) upgraded to Action List Buy from Buy at TD Securities. 5. Hyatt (H) upgraded to Buy from Hold at Berenberg with analyst Stuart Gordon saying the potential returns from the company's real estate disposals are being underappreciated. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
WBA Walgreens Boots Alliance
$71.25

-0.05 (-0.07%)

11/01/17
11/01/17
DOWNGRADE
Target $72

Market Perform
Walgreens Boots Alliance downgraded to Market Perform at Leerink
As previously reported, Leerink analyst David Larsen downgraded Walgreens Boots Alliance (WBA) to Market Perform from Outperform as he believes the headwinds in the pharmacy retail industry are intensifying, and sentiment on the stock will remain negative until the Amazon (AMZN) threat can be effectively dealt with. The retail market has become extremely competitive, with CVS Health (CVS) and Walgreens Boots Alliance both reducing reimbursement rates in an effort to gain share, he notes. Larsen also lowered his price target on Walgreens Boots Alliance's shares to $72 from $86.
11/01/17
LEER
11/01/17
DOWNGRADE
LEER
Market Perform
Walgreens Boots Alliance downgraded to Market Perform at Leerink
10/26/17
COWN
10/26/17
NO CHANGE
Target $88
COWN
Outperform
Walgreens partnerships help mitigate competition, says Cowen
Cowen analyst Charles Ryhee said competition from Amazon (AMZN) remains a concern for Walgreens Boots Alliance (WBA) but the number of strategic partnerships it has put in place already should help mitigate the threat. He specifically noted Walgreen's beauty differentiation program, which continues to yield positive results. Rhyee reiterated his Outperform rating on Walgreens Boots Alliance and raised his price target to $88 from $83 on the shares.
MCK McKesson
$138.41

-3.72 (-2.62%)

11/01/17
NEED
11/01/17
NO CHANGE
Target $173
NEED
Buy
McKesson price target lowered to $173 from $178 at Needham
Needham analyst Kevin Caliendo lowered his price target on McKesson (MCK) to $173 despite a solid quarter, saying the positive results were overshadowed by Amazon (AMZN) receiving wholesale pharmacy licenses in 12 states. The analyst notes a 15% reversal in the stock price from its post-earnings high, also attributing the price target drop to changing investor sentiment and a a lowered terminal growth rate of 1%.
10/27/17
JEFF
10/27/17
NO CHANGE
JEFF
Amazon licenses likely related to medical equipment, says Jefferies
News of Amazon.com's (AMZN) receipt of wholesale pharmacy licenses drove a sell-off yesterday in pharma supply chain stocks, Jefferies analyst Brian Tanquilut tells investors in a research note. Shares of AmerisourceBergen (ABC), Cardinal Health (CAH) and McKesson (MCK) fell yesterday in late afternoon trading. The analyst says that while the news strengthened investor fears about Amazon's entry into drug retailing, his due diligence indicates the licenses Amazon obtained are likely associated with its sale and distribution of medical equipment rather than prescription drugs. Tanquilut, however, recognizes that Amazon fears will overhang over prescription supply chain stocks in the near-term. He believes the impact to distributors from Amazon's professional medical device sales and distribution business remains difficult to assess.
11/09/17
FBCO
11/09/17
NO CHANGE
Target $130
FBCO
Underperform
McKesson price target lowered to $130 from $155 at Credit Suisse
Credit Suisse analyst Erin Wilson Wright lowered her price target for McKesson to $130 from $155 on seemingly sustained industry challenges, including lackluster script volume and drug pricing challenges. The analyst reiterates an Underperform rating on the shares.
ABC AmerisourceBergen
$77.22

-1.625 (-2.06%)

11/06/17
NEED
11/06/17
NO CHANGE
Target $86
NEED
Buy
AmerisourceBergen price target lowered to $86 from $93 at Needham
Needham analyst Kevin Caliendo lowered his price target on AmerisourceBergen (ABC) to $86 following Q4 results and initial FY18 guidance. Caliendo says he questions expectations of 3%-5% profit growth amid the management's expectations of increased operating spending. The analyst keeps his Buy rating however, noting that the set-up for FY18 is still appealing, once year-end selling is finished and Amazon's (AMZN) plans on pharmaceutical distribution are disclosed.
10/10/17
COWN
10/10/17
UPGRADE
Target $189
COWN
Outperform
McKesson upgraded to Outperform from Market Perform at Cowen
Cowen analyst Charles Rhyee upgraded McKesson (MCK) to Outperform saying the transition towards differential specialty pricing will drive both earnings growth and multiple expansion. Distributor stocks, historically, fare very well coming out of a business model transition, Rhyee tells investors in a research note. He raised his price target for the shares to $189 from $176. The analyst this morning also upgraded AmerisourceBergen (ABC) to Outperform. Rhyee prefers both McKesson and AmerisourceBergen over Market Perform-rated Cardinal Health (CAH). He lowered his price target for the latter to $74 from $77.
TMO Thermo Fisher
$190.62

0.45 (0.24%)

09/26/17
GSCO
09/26/17
INITIATION
Target $225
GSCO
Conviction Buy
Thermo Fisher assumed with a Conviction Buy at Goldman Sachs
Goldman analyst Patrick Donnelly assumed coverage on Thermo Fisher with a Conviction Buy and $225 price target. The analyst said Thermo is one of the most diversified players in the Tools space and expects organic growth to benefit from the inclusion of FEI growth. Additionally, Donnelly said Thermo has an insulated revenue stream in case of a downturn and a strong capital deployment track record.
10/25/17
COWN
10/25/17
NO CHANGE
Target $220
COWN
Outperform
Thermo Fisher remains attractive, could be back in M&A market, says Cowen
Cowen analyst Doug Schenkel noted Thermo Fisher resoundingly beat Q3 expectations, citing organic growth of roughly 5.0% driven by AI and SDx. Schenkel reiterated his Outperform rating and $220 price target on Thermo Fisher shares, also citing the company raising its full year guidance. He believes the company could be back in the M&A market doing another significant deal, which should further build confidence.
10/30/17
MSCO
10/30/17
NO CHANGE
Target $220
MSCO
Overweight
Thermo Fisher dip on Amazon worries a buying opportunity, says Morgan Stanley
Morgan Stanley analyst Steve Beuchaw attributes the 4% pullback in Thermo Fisher (TMO) shares on Friday to elevated concerns on the potential impact of competition from Amazon (AMZN) on healthcare distribution players. However, compared to "true" life sciences distributors and drug distributors, Thermo Fisher is a life science manufacturer that owns a distribution business and Beuchaw estimates Amazon could theoretically have an impact on products that drive less than 5% of the company's EBIT, he tells investors. He adds that his checks finds "curiosity on Amazon," but little confidence in its ability to penetrate the market or evidence of their success. Beuchaw keeps an Overweight rating and $220 price target on Thermo Fisher shares.

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Penn National

$29.69

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12:25
General news
Treasury Option Action: a round of put buying »

Treasury Option Action: a…

CSX

CSX

$52.93

-4.38 (-7.64%)

, HSY

Hershey

$115.13

0.985 (0.86%)

12:18
12/18/17
12/18
12:18
12/18/17
12:18
General news
On The Fly: Top stock stories at midday »

Stocks opened sharply…

CSX

CSX

$52.93

-4.38 (-7.64%)

HSY

Hershey

$115.13

0.985 (0.86%)

CPB

Campbell Soup

$49.97

0.38 (0.77%)

LNCE

Snyder's-Lance

$46.79

2.37 (5.34%)

BETR

Amplify Snack Brands

$11.95

4.945 (70.64%)

KND

Kindred Healthcare

$9.13

0.525 (6.10%)

HUM

Humana

$248.20

-5.44 (-2.14%)

PNK

Pinnacle Entertainment

$30.95

-0.15 (-0.48%)

PENN

Penn National

$29.69

0.44 (1.50%)

DAL

Delta Air Lines

$56.27

0.165 (0.29%)

TWTR

Twitter

$24.07

1.8358 (8.26%)

AKAM

Akamai

$57.76

1 (1.76%)

SCG

Scana

$42.92

-1.5 (-3.38%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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    Dec

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    Dec

  • 18

    Dec

  • 18

    Dec

  • 18

    Dec

  • 08

    Jan

  • 11

    Jan

  • 07

    Feb

$NSD

NASDAQ Market Internals

12:17
12/18/17
12/18
12:17
12/18/17
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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$NYE

NYSE Market Internals

12:16
12/18/17
12/18
12:16
12/18/17
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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AAPL

Apple

$173.97

1.75 (1.02%)

, AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

12:15
12/18/17
12/18
12:15
12/18/17
12:15
Periodicals
Apple AirPods appear to be sold out through the holidays, CNBC reports »

Apple's (AAPL)…

AAPL

Apple

$173.97

1.75 (1.02%)

AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

BBY

Best Buy

$66.39

1.07 (1.64%)

TGT

Target

$63.77

1.16 (1.85%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 18

    Mar

SGMO

Sangamo

$16.35

-0.05 (-0.30%)

12:15
12/18/17
12/18
12:15
12/18/17
12:15
Options
Sangamo put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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SXT

Sensient

$74.91

-0.79 (-1.04%)

12:07
12/18/17
12/18
12:07
12/18/17
12:07
Recommendations
Sensient analyst commentary  »

Sensient lower following…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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BTI

British American Tobacco

$66.60

0.74 (1.12%)

12:04
12/18/17
12/18
12:04
12/18/17
12:04
Hot Stocks
Reynolds American: FDA accepts modified risk tobacco product applications »

Reynolds American Inc.…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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MCK

McKesson

$159.78

-2.825 (-1.74%)

12:00
12/18/17
12/18
12:00
12/18/17
12:00
Options
Second day of interest in short-term puts on McKesson as shares drop »

Second day of interest in…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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