Market Currents

• 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) 13 Comments

• Tuesday, November 3, 2009

• 08:43 AM Medco Health Solutions (MHS): Q3 EPS of $0.75 beats by $0.03. Revenue of $14.79B (+17.8%) in-line. Shares +2.5% premarket. (PR) Comment!
• 00:05 AM Notable premarket earnings: ABC, ACOR, ADM, AMT, ANR, CAM, COL, CTSH, EMR, EXPD, FTR, GET, HCP, HNT, ICE, JOE, JRCC, LPX, MA, MHS, MRO, MVL, NXG, OSK, PER, PKD, PQ, RCL, RDC, RL, SNH, TE, TEVA, THC, TLM, VIA, VNO Comment!

• Wednesday, July 29, 2009

• 06:54 AM Medco Health Solutions (MHS): Q2 EPS of $0.69 beats by $0.04. Revenue of $14.9B (+17%) vs. $14.5B. (PR) Comment!
• 00:05 AM Notable earnings before Wednesday's open: AMT, ARW, BPO, BWA, CCE, COP, EQT, GD, HES, HL, HSP, IACI, JNY, MCO, MDCO, MHS, MT, MWV, NYB, PAG, PX, Q, RCL, S, SAP, SEE, SLAB, SMG, SO, SPIL, TEL, TLM, TWC, TWX, UMC, VPHM, WLP, WPI, WYN Comment!

• Monday, July 27, 2009

• 07:47 AM Aetna (AET) is reportedly looking to sell its pharmacy benefits management business for up to $2B. Potential buyers include CVS Caremark (CVS) and Medco Health Solutions (MHS). Comment!

• Wednesday, April 29, 2009

• 06:56 AM MedcoHealth Solutions (MHS): Q1 EPS of $0.63 in-line. Revenue of $14.8B (+14.4%) vs. $13.7B. Sees FY '09 EPS of $2.67-$2.77 vs. $2.73 consensus. (PR) Comment!
• 00:05 AM Notable earnings before Wednesday's open: ABX, AET, AMG, AMT, ARW, BHI, BKC, CNP, ENDP, FCN, GD, GT, HES, IACI, JNY, MCO, MHS, MT, MTG, MWV, NYB, PX, Q, RAI, RDS.A, ROK, SAP, SEE, SI, SO, SPIL, SPW, TEL, TLM, TWC, TWX, UMC, VPHM, WMI, WYE, WYN Comment!

• Monday, April 13, 2009

• 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!

• Tuesday, February 24, 2009

• 09:00 AM Premarket gainers: RMBS +27%. DDR +19%. ONXX +12%. HOGS +9%. RBS +8%. YHOO +6%. JPM +6%. PHG +5%. RCL +5%. QGEN +5%. MHS +4%. BCS +4%. M +4%. DB +4%. ESI +4%. Comment!
• 06:41 AM Medco Health Solutions (MHS): Q4 EPS of $0.59 beats by $0.01. Revenue of $13.0B (+13.9%) vs. $12.7B. (PR) Comment!
• 00:05 AM Notable earnings before Tuesday's open: FE, FWLT, GTI, HD, HNZ, M, MGA, MHS, ODP, PCG, PKD, PWR, RDN, RSH, SRE, TGT, THC, VPHM, VRX Comment!

• Wednesday, November 5, 2008

• 06:39 AM Medco Health Solutions (MHS): Q3 EPS of $0.63 beats by $0.01. Revenue of $12.56B (+15%) in-line. (PR) Comment!
• 00:05 AM Notable earnings before Wednesday's open: ABK, AGU, BBG, BDX, CHB, CMS, CNP, COCO, CSE, CTSH, DLR, DUK, DVN, FWLT, GGP, GNA, HSP, IACI, KIM, KWK, MBI, MF, MHS, MMC, PCS, PKD, PWR, RAS, RDN, RIG, RL, RRD, SLE, SVR, TAP, TWC, TWX, UFS, WTR, XTO Comment!

• Thursday, August 21, 2008

• 09:56 AM Medical insurers (AET, WLP, MHS) refuse to pay for Alpharma's (ALO) $5 pain patch - a runaway success with doctors. The equivalent pill costs just $0.38. ALO -3%. Comment!

• Thursday, July 24, 2008

• 06:47 AM Medco Health Solutions (MHS): Q2 EPS of $0.56 beats by $0.02. [PR] Comment!