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ESRX

Express Scripts, Inc.

5/21/2013, 4:44 AM ET

Quote & Headlines Market Currents StockTalk

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Monday, May 13, 8:02 AM With Express Scripts (ESRX) now on the verge of regaining its October highs following a strong Q1, Jefferies "hops back on" with a Buy call. "With a good membership baseline now established for 2013 and contracting visibility for 2014 improving, we believe downside risk has moderated meaningfully and the stock should begin to gradually creep up as ESRX demonstrates anew its ability to deliver consistent and predictable operating results and earnings growth." Comment! [Quick Ideas, Healthcare]
Thursday, May 9, 3:18 PM U.K. mobile banking specialist Monitise PLC (MONIF.PK +9.1%) pops as Lee Cooperman - presenting at SALT in Las Vegas - calls it his top conviction pick: "no financial risk .. no debt ... the blessing of Visa." He owns more than 10% of the company. Other top picks: ESRX, QCOM, C, AIG, MET, and RIG. 3 Comments [Quick Ideas]
Monday, April 29, 7:31 PM More on Express Scripts (ESRX): Q1 results beat across the board as revenue more than doubled Y/Y. Net earnings rose 39% as the pharmacy-benefit manager's revenue surged, helped by its Medco acquisition. Gross margin widened to 7.5% from 6.9%, including retail pharmacy co-payments. The company raises its full-year earnings outlook by $0.03 a share, now seeing its EPS coming in at $4.23 to $4.33. Shares +2.1% AH. 1 Comment [Earnings, On the Move, Healthcare]
Monday, April 29, 4:03 PM Express Scripts (ESRX): Q1 EPS of $0.99 beats by $0.02. Revenue of $26.0B beats by $0.46B. Shares +2.3% AH. (PR) Comment! [Earnings, Breaking News, Healthcare, On the Move]
Monday, April 29, 12:10 AM Notable earnings after Monday’s close: ANAD, ANH, BWLD, CBL, CRK, CSE, CYH, DTLK, ESRX, GGP, HIG, HLF, HTZ, IDTI, JEC, MAS, MSTR, NEM, PCL, QGEN, RGR, RJET, RVBD, SBAC, SSW, SU, TXRH, VECO 1 Comment [Earnings]
Sunday, April 28, 5:35 PM Notable earnings after Monday’s close: ANAD, ANH, BWLD, CBL, CRK, CSE, CYH, DTLK, ESRX, GGP, HIG, HLF, HTZ, IDTI, JEC, MAS, MSTR, NEM, PCL, QGEN, RGR, RJET, RVBD, SBAC, SSW, SU, TXRH, VECO 1 Comment [Earnings]
Tuesday, April 9, 4:53 PM Express Scripts (ESRX) says investors should not accept a "mini-tender" offer from TRC Capital for 2M shares at $55.75 per share. "Mini-tender offers are designed to … avoid many disclosure and procedural requirements of the SEC and … as a result do not provide investors with the same level of protection" as larger tenders, the company says. ESRX notes that the offered price is more than 2% below the current market price. 1 Comment
Friday, April 5, 6:19 PM J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF. 14 Comments [Tech, Quick Ideas]
Tuesday, February 19, 4:49 AM Express Scripts (ESRX): Q4 EPS of $1.05 in line. Revenues of $27.41B (+126.5% Y/Y) beat by $60M. Net profit +74% to $504.1M, with earnings boosted by the acquisition of Medco and increasing use of generic drugs. Number of claims more than doubles to almost 411M. Forecasts 2013 EPS of $4.20-4.30 vs consensus of $4.21. (PR) Comment! [Earnings, Healthcare]
Thursday, December 20, 2012, 10:23 AM Vivus (VVUS +4%) moves up this morning after it announced that Express Scripts (ESRX +0.2%) has added its weight-loss drug Qsymia to its national pharmacy formularies. The drug has been added as a standard benefit option in a tier-3 position with a prior authorization. Under the plan, participating patients will now pay around $50 to $60 for their co-payment for a monthly prescription, which equates to approximately one-third of the retail price. 3 Comments [Healthcare, On the Move]
Tuesday, November 6, 2012, 9:11 AM Premarket gainers: JIVE +14%. ROSG +9%. PSTI +8%. ACAD +7%. MIPS +6%. LF +6%. CTRP +5%. VRNG +5%.
Losers: SREV -33%. Z -16%. ESRX -11%. FOSL -10%. VVUS -5%. NVO -5%. Comment! [On the Move]
Tuesday, November 6, 2012, 8:46 AM Express Scripts (ESRX) plunges 12.6% following its Q3 report late yesterday, when it said analysts' 2013 forecasts are "overly aggressive." ESRX said EPS would grow but didn't provide specifics, while the Street expects $4.50/share. A "weak business climate and the unemployment outlook" may lead to a loss of members, depressed drug utilization and "increased client demands and expectations," Express Scripts said. 1 Comment [Earnings, On the Move, Healthcare]
Monday, November 5, 2012, 4:05 PM Express Scripts (ESRX): Q3 EPS of $1.02 beats by $0.03. Revenue of $27B misses by $400M. Shares -6.7% AH. (PR) Comment! [Earnings, On the Move]
Monday, November 5, 2012, 12:10 AM Notable earnings after Monday’s close: ALNY, CF, CLNE, CTRP, CVI, DEPO, ED, ENOC, EOG, ESRX, FIS, FNF, JIVE, LF, LYV, MDR, MED, MM, MMLP, MR, MYGN, NRP, PAA, PDLI, PNG, SBAC, TEG, THQI, TWTC, UAN, VVC, WLT, WTW, XL, Z Comment! [Earnings]
Sunday, November 4, 2012, 5:35 PM Notable earnings after Monday’s close: ALNY, CF, CLNE, CTRP, CVI, DEPO, ED, ENOC, EOG, ESRX, FIS, FNF, JIVE, LF, LYV, MDR, MED, MM, MMLP, MR, MYGN, NRP, PAA, PDLI, PNG, SBAC, TEG, THQI, TWTC, UAN, VVC, WLT, WTW, XL, Z Comment! [Earnings]
Tuesday, August 28, 2012, 3:24 AM A judge yesterday dismissed most of the claims from pharmacy groups that Express Scripts' (ESRX) $29B acquisition of Medco breaches antitrust law. However, the judge allowed the plaintiffs to replead, and said their claims over clinical specialty drugs can move forward. Comment! [Healthcare]

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