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February 10, 2012
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| 12:27 EDT |  | ESRX |
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| 08:00 EDT |  | ESRX |
| theflyonthewall.com: | Express Scripts ready for FTC to start clock on Medco deal, Bloomberg reports | | Express Scripts (ESRX) is expected to tell the FTC today that it has delivered the data requested regarding its purchase of Medco Health Solutions (MHS), in a move that would trigger a 30-day period for a decision on the deal, sources say, reports Bloomberg. Reference Link :theflyonthewall.com |
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February 8, 2012
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| 15:23 EDT |  | ESRX |
| theflyonthewall.com: | Catalyst Health loses Maryland contract to Express Scripts, says Citigroup at Citigroup | | Citigroup said the Maryland Board of Public works confirmed a prior decision to select Express Scripts (ESRX) for the State Employee PBM contract. The firm said the contract was already removed from its Catalyst Health (CHSI) estimates and maintains its Buy rating. :theflyonthewall.com |
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| 14:18 EDT |  | ESRX |
| theflyonthewall.com: | Medco Health and Express Scripts merger still on track, DealReporter says | | :theflyonthewall.com |
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| 08:41 EDT |  | ESRX |
| theflyonthewall.com: | CVS says gaining more than its fare share of Walgreens' Express Scripts business |
Subscribe for More Information :theflyonthewall.com |
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| 07:24 EDT |  | ESRX |
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| 07:16 EDT |  | ESRX |
| theflyonthewall.com: | Walgreen feels deal with Express Scripts not in best interest, says Jefferies | | Jefferies says Walgreens (WAG) indicated to the firm during a visit to the company's headquarters that coming to an agreement with Express Scripts (ESRX) is not in its best interest since the damage to its business has already been realized. Walgreens is very confident that Express Scripts will lose significant business as the 2013 selling season progresses, leading to business returning back to the company over the next 18 months, Jefferies added. Further, Jefferies states that Walgreen management feels that its partners Catalyst (CHSI) and MedImpact are likely to win significant business, as is CVS Caremark (CVS). :theflyonthewall.com |
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| 06:54 EDT |  | ESRX |
| theflyonthewall.com: | CVS raises Q1/FY12 outlook; reflects anticipated benefit from WAG, ESRX impasse |
Subscribe for More Information :theflyonthewall.com |
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February 7, 2012
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| 10:33 EDT |  | ESRX |
| theflyonthewall.com: | Argus Research's healthcare analyst holds a conference call | | Senior Healthcare Analyst Toung discusses healthcare and growth ideas for 2012 on an Analyst/Industry conference call. Relevant covered companies ABC, ABT, AET, BAX, BDX, BSX, CAH, CHSI, CI, ESRX, HMA, HOLX, HUM, IART, JNJ, MCK, MDT, MHS, STJ, SYK, UNH and ZMH may be included on the Analyst/Industry conference call to be held on February 8 at 11 am. :theflyonthewall.com |
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| 07:29 EDT |  | ESRX |
| theflyonthewall.com: | Walgreen downgraded to Sell from Neutral at Citigroup | | Citigroup downgraded Walgreen (WAG) to Sell after its proprietary survey of benefits managers indicated a resolution between Walgreen and Express Scripts (ESRX) is unlikely in 2012. The firm lowered its price target for shares to $28 from $35. :theflyonthewall.com |
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| 07:07 EDT |  | ESRX |
| theflyonthewall.com: | Express Scripts implied volatility elevated | | Express Scripts option implied volatility is near the top of its 52-week range according to iVolatility. :theflyonthewall.com |
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| 06:56 EDT |  | ESRX |
| theflyonthewall.com: | Stocks with implied volatility movement; MHS ESRX | | Stocks with implied volatility movement; Medco Health (MHS), Express Scripts (ESRX) according to iVolatility. :theflyonthewall.com |
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| 06:48 EDT |  | ESRX |
| theflyonthewall.com: | Express Scripts, Medco deal likely to eventually close, says William Blair | | William Blair continues to believe the Express Scripts (ESRX), Medco Health (MHS) merger is likely to eventually close, but thinks remedies such as the divestiture of certain specialty or mail]order assets are likely. The firm maintains an Outperform rating on Express Scripts and a Market Perform rating on Medco. :theflyonthewall.com |
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| 06:12 EDT |  | ESRX |
| theflyonthewall.com: | Source says good chance FTC will approve Medco, Express merger, NY Post reports | | According to a source close to the matter, there is a "better than 50% chance" that the FTC will approve the proposed $29B merger between Medco Health Solutions (MHS) and Express Scripts (ESRX), the New York Post reports. The source says the FTC is not likely to make a recommendation until the end of March, but it will likely clear the deal with concessions. Reference Link :theflyonthewall.com |
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February 6, 2012
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| 16:23 EDT |  | ESRX |
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| 15:58 EDT |  | ESRX |
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| 14:47 EDT |  | ESRX |
| theflyonthewall.com: | Medco Health shares defended at Cowen | | Cowen's industry experts do not believe there is nearly enough evidence for the FTC to block the Medco (MHS) and Express Scripts (ESRX) dea. :theflyonthewall.com |
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| 14:02 EDT |  | ESRX |
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| 13:44 EDT |  | ESRX |
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| 13:34 EDT |  | ESRX |
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| 13:32 EDT |  | ESRX |
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| 13:29 EDT |  | ESRX |
| theflyonthewall.com: | Walgreen spikes on report FTC looking to block Medco, Express Scripts deal | | :theflyonthewall.com |
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| 13:27 EDT |  | ESRX |
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| 13:27 EDT |  | ESRX |
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February 3, 2012
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| 08:05 EDT |  | ESRX |
| theflyonthewall.com: | Walgreen says Express Scripts had 10.6% negative impact on prescriptions filled | | :theflyonthewall.com |
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February 2, 2012
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| 12:57 EDT |  | ESRX |
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February 1, 2012
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| 14:11 EDT |  | ESRX |
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