Express Scripts Holding Company (NASDAQ:ESRX)
CAPS Rating:
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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Recs
Express Scripts was over-sold (Fall 2012) and will outperform the S&P mid-2013 into 2014 via a combination of increasingly profitable execution (post-Medco acquisition)and as yet unknown sums of additional customers due to late-2013 recovery and 2014 Obamacare mandates.