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Hospitals' DIY approach could disrupt pharmacy space - Baird

Jul. 31, 2018 3:28 PM ETExpress Scripts, Inc. (ESRX) StockCVS, UNH, HCA, ESRX, COR, CAH, MCK, HUM, DPLO, WBABy: Douglas W. House, SA News Editor23 Comments
  • In a note, Baird analyst Eric Coldwell says he is "increasingly concerned" about hospitals disrupting the pharmacy business by doing it themselves, citing a report from a consultant that NY-based Northwell Health is expanding its own pharmacy to serve its 66K eligible employees, replacing Express Scripts. He views Northwell's action as immaterial on a standalone basis but "thematically important" since it represents "another paper cut to a frail healthcare supply chain."
  • Selected tickers: (ESRX -0.2%)(UNH -0.1%)(CVS -3.5%)(CAH -0.4%)(WBA -2%)(ABC -0.9%)(MCK -0.2%)(DPLO -3.2%)(HUM +0.7%)(HCA -0.1%)

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