Express Scripts valuation already reflects Q1 miss, says Jefferies Jefferies believes the valuation of Express Scripts shares "more than adequately" reflects the company's miss in Q1. The firm finds the stock attractive and maintains a Buy rating on the name with an $86 price target.
Anthem added to Focus List at Citi Citi analyst Ralph Giacobbe added Anthem (ANTM) to his firm's Focus List. As Anthem and Express Scripts (ESRX) continue to negotiate their pharmacy benefits manager contract, the analyst sees UnitedHealth (UNH) as a potential alternative for Anthem. Regardless of the outcome, Anthem is in the "driver's seat for significant savings/upside," which is not reflected in the stock. Giacobbe tells investors in a research note. He keeps a Buy rating on the name with a $172 price target.