Medco Health Solutions, Inc. (MHS)

ikkyu2 (94.90) Submitted: 1/27/2009 3:14:26 PM : Start Price: $44.37 MHS Score: +10.57

I work with these companies daily in my day job as a practicing doc.In terms of market share, responsiveness to patients and physicians, and back end, I am beginning to feel strongly that Medco is best of breed.The major risk, I think, is regulatory risk - the current administration may decide to alter the face of American medicine, record-keeping, and/or prescription drug benefits in a way that doesn't benefit MHS.I am not the decider, but I think I tend to doubt this will come to pass. If anything, I suspect Medco's model will be a basis for the shape of drug dispensing to come, and so they'll probably be able to fit into whatever the new administration has in mind.