Tag Archives: ESRX

[ESRX] POST-ANTM THOUGHTS

(2,410 words) [ESRX] After more than a year of acrimonious public squabbling, it appears ANTM will be terminating its relationship with ESRX: The Company’s current long-term PBM contract with Anthem expires on December 31, 2019, and Anthem is currently engaged in a Request for Proposal (RFP) process for a PBM service provider following the end of its […]
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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 [CI, CVS, ESRX, UNH]

(1,582 words) 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 […]
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QUICK BLURBS [AET, ANTM, CVS, ESRX, MCK, UNH]

8/3/2016: CVS (Earnings Call) From 2012-2017, co.’s formulary management strategy has saved $9bn for clients without disrupting member care, and on a quarterly basis, co. is evaluating products w/ significant cost inflation that can be replaced w/ more cost-effective, available alternatives.  And so….effective 1/1/2017, CVS is removing 35 products from standard formulary (including 10 hyperinflationary […]
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