Express Scripts Holding Company (NASDAQ:ESRX)
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Provides pharmacy benefit management services, including retail drug card programs, mail pharmacy services, drug formulary management programs and other clinical management programs for HMOs, health insurers, third-party administrators and employers.
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They keep raising guidance and outperforming. Lots of generics are coming to market by 2011. Also, if CVS' acquisition of Caremark plays out well, what if RiteAid, Walgreens, or whoever comes calling?