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    1. Express Scripts : One of the Widest Moats in Health Care

      Video Reports

      Wed, 22 Apr 2015

      name that was very close to the top was [TICKER:ESRX] Express Scripts (ESRX). When we couple this analysis with the firm's ..... S. This dynamic endows these players--and especially Express Scripts --with enormous supplier-pricing and centralized-scale

      Express Scripts found at 0:09, 0:57

      players, and one name that was very close to the top was [TICKER:ESRX] Express Scripts (ESRX). When we couple this analysis with the firm's current market valuation, we believe it provides investors an opportunity to buy shares
      all prescriptions filled in the U.S. This dynamic endows these players--and especially Express Scripts --with enormous supplier-pricing and centralized-scale advantages. With that said, I believe these players are some of the most competitively advantaged within the health-care
    2. New Era Begins for Walgreens

      Headlines

      Mon, 13 Apr 2015

      explicit forecast. The 2012 contract/pricing dispute with Express Scripts served to highlight the precarious situation in which Walgreens ..... addition, these partnerships were in direct response to the Express Scripts contract dispute. In our opinion, Walgreens needed to

    3. UnitedHealth to buy pharmacy benefit firm Catamaran for $12.8 billion

      Headlines

      Mon, 30 Mar 2015

      (Reuters) - Health insurer UnitedHealth Group Inc agreed to buy Catamaran Corp in a deal worth about $12.8 billion to boost its pharmacy benefit business as it competes with bigger rivals such as Express Scripts Holdings Co .

    4. UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM

      Headlines

      Mon, 30 Mar 2015

      prescription claims annually and become the third-largest PBM in the nation following CVS CVS (1.1 billion annual claims) and Express Scripts ESRX (1.3 billion annual claims). After analyzing the deal, we don't plan on making changes to our fair value estimate

    5. UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM; We Believe It's a Positive Transaction

      Commentary

      Mon, 30 Mar 2015

      prescription claims annually and become the third-largest PBM in the nation following CVS (1.1 billion annual claims) and Express Scripts (1.3 billion annual claims). After analyzing the deal, we don't plan on making changes to our fair value estimate

    6. Express Scripts Reports Solid 4Q Results as PBM Turns the Corner

      Commentary

      Tue, 24 Feb 2015

      Express Scripts exited a tumultuous 2014 on a high note as it reported solid fourth-quarter results and seems to have almost fully recovered

    7. Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio

      Headlines

      Wed, 18 Feb 2015

      companies. Berkshire also eliminated its stake in Bank of New York Mellon BK (picked up in the third quarter of 2010) and Express Scripts ESRX (bought during the third quarter of 2014), picking up another $100 million (by our estimates). The insurer used

    8. Ultimate Stock-Pickers' Top 10 High-Conviction Purchases

      Headlines

      Wed, 18 Feb 2015

      Transportation, and Health Care will continue to produce solid results for GE in 2015. While both Cisco Systems CSCO and Express Scripts ESRX were also new-money purchases bought with conviction by Dodge & Cox Stock DODGX and FPA Crescent, respectively

    9. Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio

      Commentary

      Tue, 17 Feb 2015

      companies. Berkshire also eliminated its stake in Bank of New York Mellon (picked up in the third quarter of 2010) and Express Scripts (bought during the third quarter of 2014), picking up another $100 million (by our estimates). The insurer used most

    10. Mixed 4Q for CVS as Solid Top-Line Growth Is Again Offset by Profit Headwinds

      Commentary

      Tue, 10 Feb 2015

      benefit management products moderately more aggressively during 2014 in order to take advantage of operational missteps by Express Scripts . Express has lost some key accounts during the course of the past year as it experienced material client service issues

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