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Walgreen and CVS Drama Heats Up (CVS, WAG, NPD, OCR, PMC, RAD)

Posted by Sue Miller at 7:49AM on June 10th

The game of brinkmanship between CVS Caremark (CVS) and Walgreen (WAG) continued on Wednesday as CVS Caremark announced that those enrolled in its plans had 30 days to stop filling their prescriptions at Walgreen, the New York Times reported. The saga began on…

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Debt Jitters Strike Wall Street (MA, PFE, CVS, TEVA, NTRI)

Posted by Jim Ambrosio at 4:53PM on May 4th

After yesterday’s rally, stocks took it on the chin today as fears over European debt problems crept back into investors’ minds. Nothing materially changed from yesterday to today, but pushback from the Greek populace and concerns that the debt contagion…

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Post-Bill Healthcare Checkup: One Month Later (HMA, THC, CYH, MRK, SNY, ABT, GSK, AZN, RAD, CVS, UNH, HUM, HNT)

Posted by Owen Vater at 1:44PM on April 21st

A month ago we covered the broad-based healthcare rally that ensued following the passing of President Obama’s healthcare reform bill, and while stocks have largely hung on to gains ever since, many sub-sectors have fallen short of the S&P 500…

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Look to Large Cap Tech For Ideas In a Continued Slide

Posted by Geoff Seiler at 4:41PM on February 8th

Stocks faded as the day wore on, showing that despite Friday’s big reversal, the sentiment is still on the bearish side. The S&P is now -8.1% off its high, nearing closer to the top end of the -10% to -15%…

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Deal Generates Positive Action in PBMs and Health Insurers

Posted by Max Magee at 11:10AM on April 13th

Investors eyed healthcare Monday, as Express Scripts (ESRX) announced its acquisition of WellPoint’s (WLP) benefit management business.

Express Scripts will pay $4.68 billion for WellPoint’s pharmacy benefit management business. The deal consists of cash and $1.4 billion in common stock. Express Scripts will…

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