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WBA

Walgreens Boots Alliance

$68.49

0.2 (0.29%)

, ABC

AmerisourceBergen

$96.40

-1.37 (-1.40%)

08:11
02/15/18
02/15
08:11
02/15/18
08:11

Walgreens/AmerisourceBergen deal a reaction to potential Amazon disruption, says Bernstein

Bernstein analyst Lance Wilkes sees a potential Walgreens (WBA)/AmerisourceBergen (ABC) deal as being a strategic reaction to gross margin pressures and potential disruption from Amazon (AMZN). His initial view is neutral to this deal, as he does not see it as strategically attractive, given his long-term concerns on the distributor role given his expectation of Amazon disruption to retail pharmacy. Wilkes would expect near-term synergies to be more limited, given the existing relationships between the companies and Walgreens's attractive economics already being achieved through the generic consortium.

WBA

Walgreens Boots Alliance

$68.49

0.2 (0.29%)

ABC

AmerisourceBergen

$96.40

-1.37 (-1.40%)

AMZN

Amazon.com

$1,451.05

36.54 (2.58%)

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    Mar

WBA Walgreens Boots Alliance
$68.49

0.2 (0.29%)

02/13/18
JEFF
02/13/18
NO CHANGE
Target $93
JEFF
Buy
Walgreens deal for AmerisourceBergen would be 'headscratcher,' says Jefferies
Jefferies analyst Brian Tanquilut says that while Walgreens Boots Alliance (WBA) acquiring AmerisourceBergen (ABC) would be accretive to earnings, it would be a "headscratcher" for investors. The companies already have a joint venture that affords both the strategic value that combining would provide, Tanquilut tells investors in a research note after the Wall Street Journal reported that Walgreens approached AmerisourceBergen a few weeks ago. The analyst has a Buy rating on Walgreens with a $93 price target. He adds that the potential deal would allow Walgreens to further expand its U.S. business.
02/13/18
LEER
02/13/18
NO CHANGE
LEER
Walgreens may seek to acquire AmerisourceBergen sooner than expected, says Leerink
Leerink analyst David Larsen notes that The Wall Street Journal reported that Walgreens (WBA) has approached AmerisourceBergen (ABC) about a potential takeover. The analyst is surprised that talks of such a large transaction have surfaced so quickly following the Rite Aid (RAD) deal, but says he has always believed that Walgreens at some point would seek to acquire either Express Scripts (ESRX) or AmerisourceBergen. Given the broad-based speculation in the business press about this deal, it is possible shares of Express Scripts will trade off, Larsen contends.
02/13/18
LOOP
02/13/18
NO CHANGE
Target $90
LOOP
Buy
AmerisourceBergen acquisition by Walgreens would model U.K., says Loop Capital
Loop Capital analyst Andrew Wolf believes that a Walgreens (WBA) and AmerisourceBergen (ABC) full merger would have similar attributes to that of the vertically integrated pharmacy model that Walgreens operates in the U.K. If completed, this transaction would come sooner than the analyst would have anticipated likely spurred by the rapid changes in pharmacy and healthcare occurring around Walgreens. Ultimately, Wolf views this strategic response positively as it would better position a combined company to navigate in the face of industry change and possibly even as a disrupter. He reiterates a Buy rating and $90 price target on Walgreens' shares.
02/14/18
JEFF
02/14/18
NO CHANGE
JEFF
Amazon focusing on bolstering medical device distribution, says Jefferies
Yesterday's Wall Street Journal report and a recent scan of job postings still point to Amazon.com's (AMZN) focus on bolstering its medical device/supplies distribution capabilities, specifically targeting hospitals, Jefferies analyst Brian Tanquilut. These postings support a negative thesis for Cardinal Health (CAH), Owens & Minor (OMI) and Premier's (PINC) medical supplies businesses, the analyst adds. Further, he sees the news as an incremental positive for AmerisourceBergen (ABC), McKesson (MCK), CVS Health (CVS) and Walgreens Boots Alliance (WBA) since it further supports the view that Amazon isn't looking to enter the prescription business near-term.
ABC AmerisourceBergen
$96.40

-1.37 (-1.40%)

AMZN Amazon.com
$1,451.05

36.54 (2.58%)

02/13/18
NEED
02/13/18
NO CHANGE
NEED
Needham a buyer of Medical Technologies product makers on Amazon headlines
After The Wall Street Journal report claiming that Amazon (AMZN) is attempting to become a major hospital supplier, Needham analyst Mike Matson said that he believes the e-commerce giant has typically disrupted middlemen much more than manufacturers. The analyst, who thinks Amazon's model may work for "lower tech" products but is unlikely to work with "higher tech" products, would be a buyer of Medical Technologies product maker stocks if they are down on weakness related to the headline risk represented by Amazon. However, Matson notes that he believe that Cantel Medical (CMD), CONMED (CNMD), Medtronic (MDT), Stryker (SYK) and Teleflex (TFX) generate a portion of their sales from "lower tech" products. Other stocks in MedTech manufacturing include AtriCure (ATRI), Cardiovascular Systems (CSII), Hill-Rom (HRC), K2M Group (KTWO), Mazor Robotics (MZOR), Zimmer Biomet (ZBH), Boston Scientific (BSX), Globus Medical (GMED), NuVasive (NUVA) and Wright Medical (WMGI).
02/14/18
BARD
02/14/18
NO CHANGE
Target $9
BARD
Neutral
ChannelAdvisor outlook likely to weigh on sentiment, says Baird
Baird analyst Colin Sebastian noted ChannelAdvisor (ECOM) missed Q4 estimates and cited non-core marketplace struggles as the cause. The analyst was positive on the company's improved performance across both the eBay (EBAY) and Amazon (AMZN) channels and is a positive for growth. Sebastian considers ChannelAdvisor a "show-me" story and maintained his Neutral rating while lowering his price target to $9 from $10 on the shares.
02/15/18
SBSH
02/15/18
NO CHANGE
Target $96
SBSH
Buy
TJX concerns brings buying opportunity, says Citi
Citi analyst Paul Lejuez says sentiment has turned cautious on TJX (TJX) following the company's weak Q3 comp. The stock has underperformed most Specialty Softlines peers over the past three months and the multiple gap with Ross Stores (ROST) is now the widest it has been in 10 years, Lejuez tells investors in a research note. He believes the concerns weighing on TJX shares presents a buying opportunity. The analyst feels the company can quickly fix the fashion miss that dragged Marmaxx's comp down in Q3. He points out that the company has been winning market share along with Amazon.com (AMZN). It's the weaker players, like mall-based department stores, that are losing to Amazon, Lejuez argues. He keeps a Buy rating on TJX with a $96 price target.

TODAY'S FREE FLY STORIES

ATTO

Atento

$3.95

0.06 (1.54%)

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TRHC

Tabula Rasa HealthCare

$60.28

1.35 (2.29%)

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GIS

General Mills

$47.24

-0.365 (-0.77%)

20:25
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TRN

Trinity Industries

$22.46

-0.25 (-1.10%)

20:20
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Trinity Industries names Leldon Echols chairman of the board »

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  • 26

    Mar

TIGR

UP Fintech

$0.00

(0.00%)

20:06
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Syndicate
UP Fintech 13M share IPO priced at $8.00 »

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  • 20

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SND

Smart Sand

$4.27

-0.4 (-8.57%)

20:01
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LYFT

Lyft

$0.00

(0.00%)

20:00
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DERM

Dermira

$14.13

1.52 (12.05%)

19:40
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Syndicate
Dermira 9.8M share Secondary priced at $13.25 per share »

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NVRO

Nevro

$44.76

0.37 (0.83%)

19:38
03/19/19
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19:38
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Upgrade
Nevro rating change at BMO Capital »

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  • 20

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TORC

ResTORbio

$7.16

-1.81 (-20.18%)

19:34
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Syndicate
ResTORbio 7.2M share Secondary priced at $6.95 »

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NVRO

Nevro

$44.76

0.37 (0.83%)

19:33
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19:33
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Upgrade
Nevro rating change at BMO Capital »

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  • 20

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PFE

Pfizer

$42.32

0.51 (1.22%)

, MKGAY

Merck KGaA

$0.00

(0.00%)

19:17
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Hot Stocks
Pfizer, Merck KGaA discontinue Phase III JAVELIN Ovarian PARP study »

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PFE

Pfizer

$42.32

0.51 (1.22%)

MKGAY

Merck KGaA

$0.00

(0.00%)

03/08/13
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GOOG

Alphabet

$1,199.71

16.05 (1.36%)

, GOOGL

Alphabet Class A

$1,203.13

15.04 (1.27%)

19:11
03/19/19
03/19
19:11
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19:11
Hot Stocks
Google outlines changes to Android mobile options, ad formats in Europe »

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GOOG

Alphabet

$1,199.71

16.05 (1.36%)

GOOGL

Alphabet Class A

$1,203.13

15.04 (1.27%)

03/08/13
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GOOG

Alphabet

$1,199.71

16.05 (1.36%)

, GOOGL

Alphabet Class A

$1,203.13

15.04 (1.27%)

19:08
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Periodicals
Google offers Android, product ad concessions for Europe, WSJ says »

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Alphabet

$1,199.71

16.05 (1.36%)

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Alphabet Class A

$1,203.13

15.04 (1.27%)

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SMAR

Smartsheet

$43.51

-0.16 (-0.37%)

, SCS

Steelcase

$17.49

-0.115 (-0.65%)

19:06
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AUPH

Aurinia Pharmaceuticals

$6.40

0.13 (2.07%)

NVRO

Nevro

$44.76

0.37 (0.83%)

SAGE

Sage Therapeutics

$156.08

-0.89 (-0.57%)

TME

Tencent Music

$18.65

-0.48 (-2.51%)

WPRT

Westport

$1.50

(0.00%)

AIR

AAR Corp.

$35.10

(0.00%)

FDX

FedEx

$181.50

-0.92 (-0.50%)

FNV

Franco-Nevada

$75.64

0.035 (0.05%)

PRNB

Principia Biopharma

$36.88

0.48 (1.32%)

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LGIH

LGI Homes

$54.89

-2.27 (-3.97%)

19:02
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SAGE

Sage Therapeutics

$156.08

-0.89 (-0.57%)

19:01
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  • 19

    Mar

QTRX

Quanterix

$24.59

-0.01 (-0.04%)

18:55
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Breaking Syndicate news story on Quanterix »

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AIHS

Senmiao Technology

$4.71

-0.275 (-5.52%)

18:55
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Syndicate
Breaking Syndicate news story on Senmiao Technology »

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INVH

Invitation Homes

$23.31

-0.23 (-0.98%)

18:54
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18:54
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Breaking Syndicate news story on Invitation Homes »

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  • 19

    Mar

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PULM

Pulmatrix

$1.70

-0.09 (-5.03%)

18:53
03/19/19
03/19
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Breaking Syndicate news story on Pulmatrix »

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  • 19

    Mar

SIEN

Sientra

$8.81

-0.4 (-4.34%)

18:51
03/19/19
03/19
18:51
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18:51
Recommendations
Sientra analyst commentary at Wells Fargo »

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INVH

Invitation Homes

$23.31

-0.23 (-0.98%)

18:50
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03/19
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18:50
Syndicate
Breaking Syndicate news story on Invitation Homes »

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  • 19

    Mar

  • 20

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FDX

FedEx

$181.50

-0.92 (-0.50%)

18:45
03/19/19
03/19
18:45
03/19/19
18:45
Hot Stocks
FedEx CEO: Domestic business is pretty good »

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LYFT

Lyft

$0.00

(0.00%)

18:41
03/19/19
03/19
18:41
03/19/19
18:41
Periodicals
Lyft IPO oversubscribed so far, Reuters reports »

Lyft's IPO is…

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