Express Scripts Holding Company (NASDAQ:ESRX)

CAPS Rating: 5 out of 5

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.


Player Avatar adamlevy (71.74) Submitted: 3/14/2013 1:37:15 PM : Outperform Start Price: $58.49 ESRX Score: +6.41

With an aging population that's becoming more reliant on prescription drugs the entire healthcare sector is poised to gain.

Additionally, Express Scripts stands to gain from the impending patent-cliffs of several blockbuster drugs in 2013 and 2014.

The company also has its foot in the booming specialty drug treatment market, and the purchase of Medco last year increases its position in cancer treatment, which is one of the fastest growing segments.

Finally, Obamacare will increase the number of insured citizens. While most will be through medicare, one of Express Scripts largest clients, WellPoint, is the biggest medicare-based insurer. This means a flood of new customers for Express Scripts.

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