What Amazon's Pharmacy Launch Means for CVS and Walgreens
It could bring more competition, but not enough to change our valuations.
Soo Romanoff
Soo Romanoff is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers pharmaceutical distributors, pharmacies, generic pharmaceutical manufacturers, and healthcare IT companies.
Before joining Morningstar in 2019, Romanoff spent nearly 20 years in healthcare mergers and acquisitions at Houlihan Lokey and Huron Consulting and five years in equity research at UBS Warburg covering telecom and Internet companies.
Romanoff holds a bachelor’s degree from the University of Pennsylvania.
Latest
Amazon Pharmacy Causes Headline Risk for Walgreens
We're maintaining Walgreens' narrow moat rating and $42 fair value estimate.
Are Generics Back in Vogue?
Stabilizing pricing and improved efficiencies should lead to steady gains and needed debt repayments for the generic drugmakers.
Teva Shares Undervalued Despite Opioid Case
Teva's shares have declined nearly 70% from the 52-week high with the rise of opioid litigation.
Veeva Extends Its Leadership
The wide-moat company is expanding outside life sciences for even more growth.
What Opioid Litigation Means for Healthcare Stocks
It continues to inflict pain on drug manufacturers and distributors.
Mylan: Merger Creates Significant Generic Scale
We maintain our no-moat rating and await additional details on the Pfizer transaction.
Walgreens' Prescription for Growth
We think the pharmacy retailer can further leverage its significant scale.
Lowering Our Pharma Distributor Moat Ratings and Valuations
All three companies still trade at 4 stars, however.