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CVS

CVS Health

$62.78

-1.22 (-1.91%)

11:05
04/13/18
04/13
11:05
04/13/18
11:05

CVS Health call volume above normal and directionally bullish

Bullish option flow detected in CVS Health with 2,569 calls trading, 1.1x expected, and implied vol increasing over 2 points to 31.09%. 5/11 weekly 64 calls and 4/13 weekly 63 calls are the most active options, with total volume in those strikes near 1,000 contracts. The Put/Call Ratio is 0.38. Earnings are expected on May 2nd.

CVS CVS Health
$62.78

-1.22 (-1.91%)

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.
04/02/18
MSCO
04/02/18
NO CHANGE
MSCO
Equal Weight
Morgan Stanley says may make sense for Walmart to play bigger role in healthcare
Morgan Stanley analyst Simeon Gutman estimates Walmart (WMT) generates about $20B in pharmacy sales annually, which he believes makes it the third largest U.S. pharmacy provider behind CVS (CVS) and Walgreens (WBA). Following a report from The Wall Street Journal that the company and Humana (HUM) were in merger talks, and subsequent reports from Reuters and Bloomberg that the two may only be discussing a broader partnership instead of a buyout deal, Gutman said that consolidation of other retailers and healthcare providers could put Walmart at a disadvantage and he believes it may make sense for Walmart to play a larger role in healthcare. He maintains an Equal Weight rating on Walmart shares.
04/05/18
CHLM
04/05/18
NO CHANGE
Target $30
CHLM
Hold
CVS focusing on home dialysis positive for NxStage Medical, says Craig-Hallum
Craig-Hallum analyst Kevin Ellich notes that CVS Health (CVS) announced an initiative to improve patient outcomes for chronic kidney disease and dialysis. The analyst believes that a company of CVS Health's size and stature focusing on home dialysis and specifically home hemodialysis is a positive for NxStage Medical (NXTM) since it is the market leader with a huge head start. While there could be concerns about price competition if and when CVS Health is able to get a home hemodialysis device to market, NxStage Medical will have its next generation products to market, as well as a peritoneal dialysis machine, he contends, adding that he thinks the market opportunity will be much larger. Ellich reiterates a Hold rating and $30 price target on NxStage Medical's shares.
04/10/18
LEER
04/10/18
NO CHANGE
Target $85
LEER
Outperform
CVS drug trend report highlights value of PBM model, says Leerink
Leerink analyst David Larsen notes that CVS recently published its 2017 drug trend report, and reported good performance, posting total drug trend of +1.9%. In his view, this trend which is a five-year low, and the 0.2% reported drug price growth, is evidence that the PBM business model delivers significant value to clients. The analyst is generally positive on the PBM business model, and despite constant "noise" around transparency and drug costs, he believes the proof is in the trend. Larsen reiterates an Outperform rating and $85 price target on the shares.

TODAY'S FREE FLY STORIES

JNJ

Johnson & Johnson

$138.10

-0.58 (-0.42%)

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Intra-Cellular

$16.83

-0.38 (-2.21%)

12:25
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JNJ

Johnson & Johnson

$138.10

-0.58 (-0.42%)

ITCI

Intra-Cellular

$16.83

-0.38 (-2.21%)

AGN

Allergan

$185.90

-1.85 (-0.99%)

SAGE

Sage Therapeutics

$118.28

0.25 (0.21%)

ALKS

Alkermes

$39.00

0.14 (0.36%)

ACAD

Acadia

$21.76

-0.01 (-0.05%)

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EDU

New Oriental Education

$52.99

-9.76 (-15.55%)

12:22
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Downgrade
New Oriental Education rating change  »

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TSLA

Tesla

$279.50

18.47 (7.08%)

12:21
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Mox Reports joins Citron in going long Tesla »

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IQV

Iqvia

$119.62

-6.74 (-5.33%)

12:20
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Vote of confidence in IQVIA Holdings after earnings »

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NXE

NexGen Energy

$1.89

-0.085 (-4.30%)

12:17
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12:17
Conference/Events
NexGen Energy management to meet with RBC Capital »

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  • 29

    Oct

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
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10/23
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12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
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10/23
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Technical Analysis
NYSE market internals summary »

Volume is above average…

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AEM

Agnico Eagle

$37.18

0.91 (2.51%)

12:15
10/23/18
10/23
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12:15
Options
Agnico Eagle put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 25

    Oct

EDU

New Oriental Education

$52.96

-9.79 (-15.60%)

12:13
10/23/18
10/23
12:13
10/23/18
12:13
Downgrade
New Oriental Education rating change  »

New Oriental Education…

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AAPL

Apple

$217.24

-3.38 (-1.53%)

, SPOT

Spotify

$146.50

-2.01 (-1.35%)

12:12
10/23/18
10/23
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12:12
Periodicals
Pandora executive admits to late timing of premium offering, VB says »

According to Venture…

AAPL

Apple

$217.24

-3.38 (-1.53%)

SPOT

Spotify

$146.50

-2.01 (-1.35%)

P

Pandora

$8.47

-0.12 (-1.40%)

03/08/13
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  • 01

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ANFGY

Antofagasta

$0.00

(0.00%)

12:08
10/23/18
10/23
12:08
10/23/18
12:08
Conference/Events
Antofagasta management to meet with RBC Capital »

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  • 25

    Oct

MCD

McDonald's

$175.30

8.77 (5.27%)

, CAT

Caterpillar

$118.17

-10.47 (-8.14%)

12:07
10/23/18
10/23
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10/23/18
12:07
OnTheFly
Fly Intel: Wall Street's top stories at midday »

Stocks opened sharply…

MCD

McDonald's

$175.30

8.77 (5.27%)

CAT

Caterpillar

$118.17

-10.47 (-8.14%)

MMM

3M

$187.86

-13.55 (-6.73%)

UTX

United Technologies

$127.36

0.94 (0.74%)

VZ

Verizon

$57.08

2.12 (3.86%)

TSLA

Tesla

$276.95

15.92 (6.10%)

CDNS

Cadence Design

$45.20

4.58 (11.28%)

PHM

PulteGroup

$22.27

1.39 (6.66%)

AMAT

Applied Materials

$33.16

-0.36 (-1.07%)

MC

Moelis

$42.49

-8.17 (-16.13%)

CNC

Centene

$130.47

-10.865 (-7.69%)

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EBMT

Eagle Bancorp

$16.75

-0.75 (-4.29%)

12:05
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Earnings
Eagle Bancorp reports Q3 EPS 30c, two estimate consensus 30c »

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V

Visa

$136.59

-4.05 (-2.88%)

12:05
10/23/18
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Conference/Events
Visa management to meet with RBC Capital »

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COG

Cabot Oil & Gas

$22.68

-0.48 (-2.07%)

12:05
10/23/18
10/23
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12:05
Options
Cabot Oil & Gas call volume above normal and directionally bullish »

Bullish option flow…

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  • 26

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BA

Boeing

$346.06

-9.92 (-2.79%)

12:00
10/23/18
10/23
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12:00
Earnings
Fly Intel: What to watch in Boeing's earnings report »

Boeing (BA) is scheduled…

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  • 24

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ACB

Aurora Cannabis

$7.38

(0.00%)

12:00
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10/23
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Hot Stocks
Aurora Cannabis falls -15.0% »

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EDU

New Oriental Education

$53.16

-9.59 (-15.28%)

12:00
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Hot Stocks
New Oriental Education falls -15.3% »

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MC

Moelis

$42.59

-8.07 (-15.93%)

12:00
10/23/18
10/23
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Hot Stocks
Moelis falls -15.9% »

Moelis is down -15.9%, or…

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  • 29

    Oct

ABG

Asbury Automotive

$65.78

6.17 (10.35%)

12:00
10/23/18
10/23
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Hot Stocks
Asbury Automotive rises 10.3% »

Asbury Automotive is up…

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DWT

Britannia Bulk

$6.68

0.71 (11.89%)

12:00
10/23/18
10/23
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12:00
Hot Stocks
Britannia Bulk rises 11.6% »

Britannia Bulk is up…

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UVXY

ProShares Trust Ultra VIX Short Term Futures ETF

$60.75

7.41 (13.89%)

12:00
10/23/18
10/23
12:00
10/23/18
12:00
Hot Stocks
ProShares Trust Ultra VIX Short Term Futures ETF rises 13.9% »

ProShares Trust Ultra VIX…

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CAT

Caterpillar

$118.92

-9.72 (-7.56%)

11:57
10/23/18
10/23
11:57
10/23/18
11:57
Hot Stocks
Caterpillar CFO: company focused on buyback »

Management said the…

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  • 23

    Oct

11:56
10/23/18
10/23
11:56
10/23/18
11:56
Conference/Events
Morgan Stanley to hold an analyst/industry conference call on IT trends »

Managing Director Huberty…

CSX

CSX

$66.08

-2.23 (-3.26%)

11:55
10/23/18
10/23
11:55
10/23/18
11:55
Options
CSX put volume heavy and directionally bearish »

Bearish flow noted in CSX…

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