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18	member 4/03/19 9:29PM Re: Re: Still involved? 17
Are you following cvs as well? I’m on the fence there - I think Aetna will grow, retail will decline, and Caremark I’m not sure...If that’s stable the stock’s prob too cheap - but not view available tags
11	member 6/18/17 8:56AM Amzn
Any thoughts on CNBC piece last month on amzn looking more seriously on developing or buying a PBM and pharmaceutical platform, beginning with internally developing their own PBM? im less concerned by the WFM acquisition, as... login to read the rest 1 view available tags
7	member 2/02/17 12:14PM Re: Re: Re: Re: Re: Re: Why WBA over CVS? 6
Thanks - That report is interesting, appears to be the lobbying position of most of retail pharma excluding CVS -there are 4 bil RX dispensed at retail annually in US, so the $2 - $7 DIR... login to read the rest view available tags
5	member 2/02/17 11:16AM Re: Re: Re: Re: Why WBA over CVS? 4
"I'm not a PBM uber-bear, and think that they absolutely provide value. At the same time, I do think that they smartly use GAAP accounting to make their business look less profitable than it really... login to read the rest view available tags