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  • CVS Is in Good Health - Barron's [View article]
    Looks like something rose to the surface for CVS, and it wasn't cream.
    Nov 06 03:48 am |Rating: 0 0 |Link to Comment
  • CVS Is in Good Health - Barron's [View article]
    Not mentioned here is the fact that the feds are taking a hard look at the CVS/Caremark combination on complaints that the outcome has been anti-competitive. It seems unlikely that they would unwind the combination, but they could certainly cause some grief. A possible outcome is that they could be forced to build a firewall between the to parts of the organization, which would take from the "synergies", and limit the PBM's side from forcing customers to their captive pharmacy, as well as their ability to direct market to insurance customers who use competing retail outlets. It remains to be seen if this combination model will prove the most successful. If it does, I would expect that over time Walgreens will merge with ExpressScripts and Medco will purchase Rite Aid.
    Aug 24 23:08 pm |Rating: +1 0 |Link to Comment
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