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News Breaks
November 19, 2009
06:22 EDTESRX
theflyonthewall.com: Express Scripts initiated with a Buy at UBS
Target $96. :theflyonthewall.com



News For ESRX From The Last 14 Days
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February 10, 2012
12:27 EDTESRX
theflyonthewall.com: Walgreen volatile as Express Scripts uncertainty remains

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08:00 EDTESRX
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

February 8, 2012
15:23 EDTESRX
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
14:18 EDTESRX
theflyonthewall.com: Medco Health and Express Scripts merger still on track, DealReporter says
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08:41 EDTESRX
theflyonthewall.com: CVS says gaining more than its fare share of Walgreens' Express Scripts business

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07:24 EDTESRX
theflyonthewall.com: CVS CEO Merlo says gaining market share from Walgreen dispute

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07:16 EDTESRX
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
06:54 EDTESRX
theflyonthewall.com: CVS raises Q1/FY12 outlook; reflects anticipated benefit from WAG, ESRX impasse

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February 7, 2012
10:33 EDTESRX
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
07:29 EDTESRX
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
07:07 EDTESRX
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
06:56 EDTESRX
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
06:48 EDTESRX
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
06:12 EDTESRX
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

February 6, 2012
16:23 EDTESRX
theflyonthewall.com: On The Fly: Closing Wrap

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15:58 EDTESRX
theflyonthewall.com: Express Scripts still expects Medco deal to close in 1H12, Reuters reports

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14:47 EDTESRX
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
14:02 EDTESRX
theflyonthewall.com: Express Scripts and Medco Health shares defended at Deutsche Bank

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13:44 EDTESRX
theflyonthewall.com: Medco Health volatility increases as shares sell off

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13:34 EDTESRX
theflyonthewall.com: Express Scripts drops 6%, or $3.10, to $48.98

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13:32 EDTESRX
theflyonthewall.com: FTC collecting data to block Express Scripts, Medco merger, Reuters says

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13:29 EDTESRX
theflyonthewall.com: Walgreen spikes on report FTC looking to block Medco, Express Scripts deal
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13:27 EDTESRX
theflyonthewall.com: Medco, Express Scripts drop after Reuters says FTC looking to block merger

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13:27 EDTESRX
theflyonthewall.com: FTC collecting data to block Express Scripts, Medco merger, Reuters says

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February 3, 2012
08:05 EDTESRX
theflyonthewall.com: Walgreen says Express Scripts had 10.6% negative impact on prescriptions filled
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February 2, 2012
12:57 EDTESRX
theflyonthewall.com: Senator Herb Kohl expresses doubt about Express Scripts-Medco merger

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February 1, 2012
14:11 EDTESRX
theflyonthewall.com: Express Scripts' Plan D enrollment a positive datapoint, says Deutsche Bank

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