Market Currents

• Today - Tuesday, December 22, 2009

• 10:23 AM Winners in the Senate healthcare reform:
  - Drug and device makers (PFE, MRK, BSX, MDT)
  - Hospitals (UHS, THC)
  - Biologics (AMGN)
  - Cosmetics (JNJ, AGN)
  - Home healthcare providers (AMED, ADUS, GTIV)
  Losers:
  - Health insurers (WLP, UNH, AET)
  - Generic drugmakers
  - Pharmacy benefit managers (MHS, CVS, ESRX)
  - Nursing homes (SKH, KND) 1 Comment

• Wednesday, October 28, 2009

• 16:25 PM Express Scripts (ESRX): Q3 EPS ex-items of $0.81 beats by $0.01. Revenue of $5.6B (+3%) vs. $5.5B. Sees full-year EPS of $3.76-3.82 vs. $3.49. (PR) Comment!
• 00:10 AM Notable post-market earnings: AEM, AFL, AKAM, AVB, BDN, CBG, CDNS, CERN, DRE, EQR, ESRX, FSLR, GNK, HGSI, HLX, LNC, LSI, NLY, O, OI, ORLY, RYL, STR, SYMC, TER, TRN, XL Comment!

• Wednesday, July 29, 2009

• 16:15 PM Express Scripts (ESRX): Q2 EPS of $0.88 beats by $0.02. Revenue of $5.5B (-0.5%) in-line. Sees full-year EPS of $3.72-3.82 vs. consensus of $3.58, citing strong underlying fundamentals in the core business. Shares +1.3% AH. (PR) Comment!
• 00:10 AM Notable earnings after Wednesday's close: AEM, AFL, AIZ, AKAM, AMKR, AVB, BARE, BMR, CBG, CCI, CDNS, CERN, CLF, CTV, DRE, ELY, EQR, ESRX, FISV, FLEX, FLS, FMC, GG, GMCR, GNK, HBI, HIG, HIW, HLX, LNC, LRCX, LSI, MTZ, O, OI, ORLY, RYL, SYMC, TER, TRN, TSO, URI, V, VAR, WLL, XRAY Comment!

• Wednesday, April 29, 2009

• 16:08 PM Express Scripts (ESRX): Q1 EPS of $0.86 beats by $0.04. Revenue of $5.42B (-1.2%) in-line. Full-year guidance in-line. Shares -0.5% AH. (PR) Comment!
• 15:10 PM Notable earnings after Wednesday's close: AEM, AFL, AIZ, AKAM, AMKR, ANH, ARRS, AVB, BDN, BMR, BXP, CBG, CBL, CCI, CDNS, CLF, CNQR, CTXS, CVD, DRC, DRE, DTE, EQR, ERJ, ESRX, ESS, FLEX, FLS, FSLR, GERN, GNK, HAR, HGSI, HIW, ICO, JDSU, LSI, O, OI, OII, OKE, ORLY, OSIP, PLD, STR, RYL, SBUX, STM, TCO, TER, TRN, UNM, URI, V, VAR, WLL, WLT, WSH Comment!
• 00:10 AM Notable earnings after Wednesday's close: AEM, AFL, AIZ, AKAM, AMKR, ANH, ARRS, AVB, BDN, BMR, BXP, CBG, CBL, CCI, CDNS, CLF, CNQR, CTXS, CVD, DRC, DRE, DTE, EQR, ERJ, ESRX, ESS, FLEX, FLS, FSLR, GERN, GNK, HAR, HGSI, HIW, ICO, JDSU, LSI, O, OI, OII, OKE, ORLY, OSIP, PLD, STR, RYL, SBUX, STM, TCO, TER, TRN, UNM, URI, V, VAR, WLL, WLT, WSH Comment!

• Monday, April 13, 2009

• 09:00 AM Premarket gainers: DNDN +27%. MGM +17%. TCK +9%. WLP +9%. ENTU +8%. IIJI +8%. LVS +6%. HL +6%. YHOO +6%. AKS +5%. C +5%. APWR +5%. TTWO +5%. ESRX +5%. BRCD +4%. CDE +4%.
  Losers: GNW -24%. TRE -22%. GM -12%. WFR -10%. ACAS -5%. TXT -4%. STX -3%. RF -3%. Comment!
• 06:58 AM Express Scripts (ESRX) will buy WellPoint's (WLP) in-house pharmacy-benefit management business for $4.68B. The cash-stock deal will help Express Scripts compete against larger rivals like CVS Caremark (CVS) and Medco Health Solutions (MHS). Comment!

• Wednesday, February 25, 2009

• 16:09 PM Express Scripts (ESRX): Q4 EPS of $0.83 in-line. Revenue of $5.51B (-0.9%) vs. $5.45B. Shares -2.7% AH. (PR) Comment!
• 00:10 AM Notable earnings after Wednesday's close: AGO, CLF, CRM, ESRX, FLR, FLS, GDP, GNK, KEG, LTD, MEDX, MRX, PDGI, PXP, SCI, SVNT, TS, USU Comment!

• Thursday, October 30, 2008

• 16:10 PM Express Scripts (ESRX): Q3 EPS of $0.81 beats by $0.03. Revenue of $5.45B (+1.7%) vs. $4.65B. (PR) Comment!
• 15:10 PM Notable earnings after Thursday's close: ACS, AKAM, AMCC, ARNA, BARE, BMC, BVN, CEM, CHK, CPT, CTV, DRC, ERTS, ESRX, FBN, GFIG, JAVA, KLAC, MCRS, MEE, MFE, MNST, O, OII, ONNN, PSYS, PWAV, QSFT, RSG, SBAC, SGMS, SPN, SQNM, SWN, THOR, UNM, VSEA, WRI, WYNN, XL Comment!
• 00:10 AM Notable earnings after Thursday's close: ACS, AKAM, AMCC, ARNA, BARE, BMC, BVN, CEM, CHK, CPT, CTV, DRC, ERTS, ESRX, FBN, GFIG, JAVA, KLAC, MCRS, MEE, MFE, MNST, O, OII, ONNN, PSYS, PWAV, QSFT, RSG, SBAC, SGMS, SPN, SQNM, SWN, THOR, UNM, VSEA, WRI, WYNN, XL Comment!

• Wednesday, July 30, 2008

• 16:16 PM Express Scripts (ESRX): Q2 EPS of $0.76 beats by $0.04. Revenue of $4.71B (+2.9%) in-line. Sees full-year EPS of $3.03-3.10 vs. $3.00. Will buy back another 15M shares. Shares +2%. [PR] Comment!