Tag Archives: ESRX

QUICK BLURBS [ESRX, JNJ, UNH, WBA]

(1,732 words) 10/18/2016: JNJ (Earnings Call) [PFE recently announced a biosimilar version of JNJ’s REMICADE (Crohn’s disease) for launch later this year], though the appeals process continues and commercial launch remains at risk.  Co. says that the threat from biosimilars is less than w/ generics – in Canada, Australia, and Brazil (where there is biosimilar […]
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QUICK BLURBS [ANTM, CVS, ESRX]

(2,249 words) 9/13/2016: ANTM (MS Global Healthcare Conference) ANTM is actively preparing for litigation w/ the DoJ, which has blocked its acquisition of CI.  The trial begins Nov. 21 and is expected to last through December, with a decision coming sometime mid-Jan.  Two year synergies / accretion target still achievable, but will obviously be pushed back […]
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Quick Blurbs [Cigna, CVS Health, Express Scripts]

9/14/2016: CI (MS Global Healthcare Conference) Over a year ago, the co. announced its intent to combine w/ ANTM (combining complementary capabilities), but DoJ is trying to foil this plan.  If the acquisition doesn’t go through, the co. will focus on improving performance at its underperforming group insurance business and deploying significant amounts of capital […]
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