Food for thoughts:
Why all the buzz about PBMs - if their total cost to the system is only 6%?
Aren't pharmacies with their 20% share a far more worthwhile target for cost savings / Amazon (AMZN)? Especially considering the following:
Why should the sale of $100 of generic drugs imply a total cost of $32 for pharmacy services?
Disclosure: I am/we are long ESRX.