AmerisourceBergen Corp. (NYSE:ABC)

CAPS Rating: 3 out of 5

A pharmaceutical services company providing drug distribution and related healthcare services and solutions to its pharmacy, physician and manufacturer customers, which currently are based primarily in the United States and Canada.

Recs

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Player Avatar bclan13 (99.07) Submitted: 1/18/2013 4:17:50 PM : Underperform Start Price: $44.72 ABC Score: -43.08

Most of the growth comes from the specialty business however this will reverse as these drugs move to pharmacy benefit and move through specialty pharmacies like express scripts instead of ABC. Note I am thumbs up McKesson because I think that since they are forward integrated into community oncology they can make things work in specialty (ie take share from abc) while continuing to benefit from the general trend toward more (profitable) generic distribution.

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