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ESRX

Express Scripts

$69.72

-0.1 (-0.14%)

08:04
04/12/18
04/12
08:04
04/12/18
08:04

Express Scripts launches pilot program for retail pharmacy network

Express Scripts announced the launch of a new, innovative 12-month pilot for a performance-based retail pharmacy network for commercial plans designed to optimize medication therapy, improve medication adherence, and promote better outcomes. The pilot will examine the impact of rewarding pharmacies that fill prescriptions for Express Scripts members and demonstrate a positive improvement on individual members' medication adherence for conditions such as diabetes, hypertension, and asthma. The pilot program will launch in fall 2018 and focus on the unique needs of each participating client's patient population. The pilot metrics are recognized by the Pharmacy Quality Alliance and participating pharmacies will be able to track their own performance and identify gaps in care via a web portal. Leveraging actionable data and clinical experience, Express Scripts will work collaboratively with each pharmacy participating in the quality network pilot program to provide them with the necessary tools to measure and guide their performance. Retailers will compete against each other in the network pilot, thus incentivizing them to continuously improve their performance through relative assessment, rather than predefined benchmarks.

  • 02

    May

  • 12

    Jun

ESRX Express Scripts
$69.72

-0.1 (-0.14%)

03/12/18
LEER
03/12/18
NO CHANGE
LEER
Diplomat Pharmacy may be next takeover target, says Leerink
Leerink analyst David Larsen believes Diplomat Pharmacy (DPLO) could be the next takeover target following last week's buyout of Express Scripts (ESRX). A managed care plan or large pharmacy chain may find Diplomat's portfolio compelling, Larsen told investors earlier in a research note. He believes the rally post Cigna's (CI) acquisition of Express Scripts reflects a higher likelihood of a takeover, but that "significant upside" potential remains in Diplomat shares.
03/13/18
BERN
03/13/18
INITIATION
Target $194
BERN
Market Perform
Cigna initiated with a Market Perform at Bernstein
Bernstein analyst Lance Wilkes initiated Cigna (CI) with a Market Perform rating and $195 price target following Cigna's announcement that it will buy Express Scripts (ESRX) for $67B. Wilkes views the deal as a bet that change comes more slowly to healthcare, and that financial returns from this deal will fund future strategic acquisitions for Cigna. In a research note to investors, Wilkes said he believes disruption is coming more quickly, in PBM and pharmacy and in the shift to value, and is "skeptical" of this move by Cigna. The analyst expects earnings growth to slow for Cigna driven by its employer focus, lack of scale and already best in class margins, and added that he has a "negative" outlook for Express Scripts, expecting declining gross margins as they lose Anthem (ANTM) and client pricing pressure as focus increases on drug costs.
03/15/18
DBAB
03/15/18
NO CHANGE
Target $236
DBAB
Buy
Cigna shares look oversold with or without deal, says Deutsche Bank
Cigna (CI) shares are down 26% from the January $226 high and 14% since the Express Scripts (ESRX) deal was announced on March 8, Deutsche Bank analyst Chris Rigg tells investors in a research note. The analyst estimates pro forma 2021 earnings per share of $21.18 for Cigna and Express Scripts. As such, he sees "ample conservatism" in management's 2021 EPS target range of $20-$21. With or without the deal, Cigna shares look oversold, Rigg contends. He keeps a Buy rating on Cigna with a $236 price target.
04/02/18
LEER
04/02/18
NO CHANGE
LEER
Possible Humana/Walmart deal transformational for U.S. seniors market, says Leerink
Leerink analyst Ana Gupte sees the possible Humana (HUM)-Walmart (WMT) deal as transformational for the U.S. Seniors market and estimates the deal value at close to $50B. The analyst also believes the deal helps Humana compete more effectively with UnitedHealth (UNH)/Optum and Aetna (AET)-CVS (CVS), while Walmart can also compete with Amazon (AMZN) that is eroding sales and likely eyeing an entry into the Prescription Rx market. Gupte expects the anti-trust scrutiny of three deals Aetna-CVS, Cigna (CI)-Express Scripts (ESRX) and Humana-Walmart by the DOJ will be more challenged under simultaneous review by the DOJ, though Walmart and Humana have the least anti-competitive issues. Humana-Walmart could catalyze a counter-offer for Cigna from Walgreens Boots Alliance (WBA) or even Amazon, or re-invigorate Walgreens-AmerisourceBergen (ABC) talks, she contends.

TODAY'S FREE FLY STORIES

GOGO

Gogo

$6.57

0.15 (2.34%)

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CCLP

CSI Compressco

$4.80

-0.19 (-3.81%)

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Breaking Syndicate news story on CSI Compressco »

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SGRY

Surgery Partners

$13.63

0.01 (0.07%)

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Initiation
Surgery Partners initiated  »

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THC

Tenet

$23.70

-0.04 (-0.17%)

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Tenet initiated  »

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  • 02

    Dec

IEP

Icahn Enterprises

$67.13

-0.76 (-1.12%)

, DVMT

Dell Technologies

$105.06

-0.69 (-0.65%)

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IEP

Icahn Enterprises

$67.13

-0.76 (-1.12%)

DVMT

Dell Technologies

$105.06

-0.69 (-0.65%)

VMW

VMware

$157.80

5.39 (3.54%)

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  • 06

    Dec

  • 11

    Dec

  • 10

    Jan

WSM

Williams-Sonoma

$60.60

-1.16 (-1.88%)

16:40
11/15/18
11/15
16:40
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16:40
Hot Stocks
Breaking Hot Stocks news story on Williams-Sonoma »

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  • 15

    Nov

HCA

HCA Healthcare

$137.72

-2.14 (-1.53%)

16:40
11/15/18
11/15
16:40
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16:40
Initiation
HCA Healthcare initiated  »

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REDU

Rise Education

$10.20

-0.22 (-2.11%)

16:40
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16:40
Hot Stocks
Rise Education to purchase 51% equity interests in five learning centers »

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  • 15

    Nov

SITO

Sito Mobile

$1.12

0.1462 (15.01%)

16:38
11/15/18
11/15
16:38
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16:38
Earnings
Sito Mobile reports Q3 EPS (20c) vs (14c) last year »

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  • 15

    Nov

  • 19

    Nov

LHCG

LHC Group

$96.20

3.08 (3.31%)

16:38
11/15/18
11/15
16:38
11/15/18
16:38
Initiation
LHC Group initiated  »

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  • 11

    Dec

REDU

Rise Education

$10.20

-0.22 (-2.11%)

16:38
11/15/18
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16:38
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16:38
Hot Stocks
Rise Education announces $30M share repurchase program »

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  • 15

    Nov

EHC

Encompass Health

$72.31

0.81 (1.13%)

16:37
11/15/18
11/15
16:37
11/15/18
16:37
Initiation
Encompass Health initiated  »

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  • 11

    Dec

HTHT

Huazhu Group

$28.59

0.64 (2.29%)

16:37
11/15/18
11/15
16:37
11/15/18
16:37
Earnings
Huazhu Group sees FY18 revenue growth at high end of 18%-22% range »

Consensus $1.42B. In…

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  • 15

    Nov

UHS

Universal Health

$127.90

0.61 (0.48%)

16:36
11/15/18
11/15
16:36
11/15/18
16:36
Initiation
Universal Health initiated  »

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HTHT

Huazhu Group

$28.59

0.64 (2.29%)

16:36
11/15/18
11/15
16:36
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16:36
Earnings
Breaking Earnings news story on Huazhu Group »

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  • 15

    Nov

HTHT

Huazhu Group

$28.59

0.64 (2.29%)

16:36
11/15/18
11/15
16:36
11/15/18
16:36
Earnings
Huazhu Group reports Q3 adjusted EPS 24c, one estimate 27c »

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  • 15

    Nov

REDU

Rise Education

$10.20

-0.22 (-2.11%)

16:35
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Earnings
Rise Education reports Q3 EPS 9c, two estimates 12c »

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  • 15

    Nov

PEP

PepsiCo

$116.81

0.14 (0.12%)

16:35
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Hot Stocks
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  • 13

    Dec

  • 15

    Feb

16:34
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16:34
General news
Money Supply M2 Weekly Change data reported »

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16:34
11/15/18
11/15
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16:34
General news
Fed Balance Sheet Level data reported »

Week of 11/14 Fed Balance…

AMH

American Homes 4 Rent

$19.87

-0.42 (-2.07%)

16:34
11/15/18
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16:34
Downgrade
American Homes 4 Rent rating change  »

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UNVR

Univar

$23.10

0.07 (0.30%)

16:34
11/15/18
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Univar, Buckman reach distribution pact for U.S., Canada »

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BMY

Bristol-Myers

$53.28

0.67 (1.27%)

16:33
11/15/18
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Hot Stocks
Bristol-Myers receives positive CHMP opinion recommending Opdivo plus Yervoy »

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  • 20

    May

KAMN

Kaman

$57.82

0.41 (0.71%)

16:32
11/15/18
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Kaman awarded $52M addition to Option 14 of its USAF JPF order »

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WMT

Walmart

$99.62

-1.96 (-1.93%)

, CSCO

Cisco

$46.77

2.42 (5.46%)

16:32
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OnTheFly
Fly Intel: Wall Street's top stories for Thursday »

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WMT

Walmart

$99.62

-1.96 (-1.93%)

CSCO

Cisco

$46.77

2.42 (5.46%)

FB

Facebook

$143.86

-0.39 (-0.27%)

QURE

uniQure

$31.00

8.21 (36.02%)

ORCL

Oracle

$50.64

1.8 (3.69%)

BRK.A

Berkshire Hathaway

$325,810.00

1410 (0.43%)

PCG

PG&E

$17.77

-7.89 (-30.75%)

DDS

Dillard's

$62.62

-11.01 (-14.95%)

NTAP

NetApp

$68.84

-9.21 (-11.80%)

BRK.B

Berkshire Hathaway

$217.49

1.465 (0.68%)

RYB

RYB Education

$7.82

-8.99 (-53.48%)

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  • 15

    Nov

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    Nov

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    Nov

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    Nov

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    Dec

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    Dec

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    Dec

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