Express Scripts Holding Company (NASDAQ:ESRX)
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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Cost savings provided by this rapidly growing company will be real and will generate profits.
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great groth
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valueline strat
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good business, good management, very good numbers
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ESRX HAS CONTINUED TO GROW OF THE LAST 8 YEARS USUALLY SPLITTING AROUND $100. tHEY ARE ONE OF THE LEAQDERS IN THIS INDUSTRY AND THEIR BLOCK OF BUSINESS ACCOUNTS HAVE BEEN STEADY. THEIR OVER SES ACCOUNTS ARE GROWING AS WELL. i AM GLAD THEY DID NOT PURCHASE CAREMARK. THEIR DEBT IS LOSEW AND THEIR SYSTEM IS VERY GOOD. (SO MUCH FOR BS)
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express scripts will do well in the weeks to come.. although revenues declined, it beat analysts estimates and also increased its eps guidance for next quarter..
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Express Scripts will outperform the market regardless of whether or not the Caremark aquisition happens. With the stock buyback of 500 million to 1 Billion in addition to the '06 record profits and upped guidance for '07, this is a no brainer.
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Beaten down - Hostile takeover situation for Caremark holds stock down temporarily
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Stock's been beaten down from its $95-high on 22-Feb-2006. Projected P/E for year ending 31-Dec-2007 is 17.06, which is low for a healthcare-management growth stock (growth stocks on the NASDAQ 100, I have observed, can be given multiples of 30 to 50). The 22-Nov-2006 close of $67.21 is a good entry point.
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Expected earnings growth of 22.5% over the next three to five years. Earnings grew at 35% in prior period.
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More managed medical care
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Consistently returns 20%+, driven by the move to prescriptions by mail, increasing use of generics.
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supplier to many health plans with both generic and brand name grugs
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Strong cash flow and a leader in the marketplace; a beneficiary from the recent Medicare bill.
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