Adam Fein

CVS Could Be Stronger After Caremark Merger

I agree -- Although the stock market doesn’t seem to like the CVS-Caremark deal, I believe that it represents an inevitable compression of the industry.

Additional comments are on my blog:
Consolidation of the US Pharmaceutical Infrastructure

Adam
drugchannels.blogspot....

CVS-Caremark Deal Would Create Pharmacy Powerhouse

My $0.02: Wal-mart is not really a factor in this deal. This move is about power in the pharmacy supply chain, a development that I predicted in June.

Check out my blog post here: Consolidation of the US Pharmaceutical Infrastructure

My June prediction is discussed in Wednesday's post: CVS + Caremark: I called it!

Adam
drugchannels.blogspot....