Author Topic: ESRX - Express Scripts  (Read 19980 times)

Scuttlebutt Plunger

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Re: ESRX - Express Scripts
« Reply #70 on: May 01, 2017, 06:04:07 AM »
Could be a possibility.  Aetna's interest in Humana definitely accounted for Humana's small pbm (for their members only).  It is interesting that ESRX is the sole pure play PBM left.

There are serious synergies from tucking a PBM into a health insurer, I.e. Optum and UnitedHealth.  The claims database and ability to increase medical adherence is invaluable, if they can execute.


Adherence & compliance are 2 huge drivers of efficacy & can definitely be used to improve efficiency & bolster brands.


The question is, is Express Scripts able to influence patients to take their meds correctly? (especially when their relationships with patients are so contentious...)


Still waiting for a return call from the ex-company medical officer (starting to wonder if it matters...)


Hell yeah, it matters (I have a beginning to the ESRX story but no middle & it's impossible to guess the end without it...)

Daubtfulthat ESRX can improve adherence much.What do they know about the patient? they can probably tell if the patient is not refilling his Meds when he should, which probably is sign that he is not taking them as he should, because but besides that....

ESRX inside a health insurer can in fact boost adherence, if done correctly.  UNH has already done it...  Analytics, such as reminding patients to refill meds, take meds, etc.  They can also be used to identify high risk patients and get ahead of the curve.

http://phrma-docs.phrma.org/sites/default/files/pdf/PhRMA_Improving%20Medication%20Adherence_Issue%20Brief.pdf


DooDiligence

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Re: ESRX - Express Scripts
« Reply #71 on: May 05, 2017, 07:53:26 AM »
ESRX may be walking dead because of the WBA ABC alignment (and UNH Optum, CVS Caremark and more...)

Can enough be extracted for owners to make it worth holding? (No, there's not much left if the biz goes bust...)

Someone will likely pilfer the corpse for the valuable bits (unless George Paz manages to make the sale of a lifetime...)
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

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DooDiligence

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Re: ESRX - Express Scripts
« Reply #72 on: May 17, 2017, 09:57:07 AM »
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

DooDiligence

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Re: ESRX - Express Scripts
« Reply #73 on: May 19, 2017, 12:26:42 PM »
2017 BofAML Conference

http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c=69641&eventID=5256740

Lots more transparency & valuable discussions about operations in the PBM business  (seriously, bull or bear they talk about some important stuff...)
They’re promoting themselves rationally & seem honest (no mud slinging, Anthem's done.)
The new found altruism & openness needs to make its way to patients (GoodRX is running with that.)

MyMatrixx purchase gets them a book of business in Workman’s Comp & the founder CEO Steve MacDonald created a great culture there (don’t know how involved he’ll be post purchase.)

http://www.joepaduda.com/2017/05/express-scripts-buys-mymatrixx-smart-move/

He estimates they paid $300M to $350M for MyMatrixx.



Profile of MacDonald (Founder & CEO of MyMatrixx)

http://www.ih-mag.com/health-solutions/1473-mymatrixx.html



SafeGuardRX solution driving new biz & client retention.
Saving money for payers, patients & clients.
Rebates are getting better & are being passed to payers.

The discussions about negotiations & value based care are very informative.

These guys sound like pharma supply chain logistics experts!

My Twitter feed for more on ESRX, FFXDF & other stuff…

https://twitter.com/tunawish
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

DooDiligence

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abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

DooDiligence

  • Hero Member
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  • Posts: 989
  • Pub 102 ICS
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

DooDiligence

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Re: ESRX - Express Scripts
« Reply #76 on: May 30, 2017, 10:45:47 AM »
Jeez, reading thru some of my older garbage re: Express Scripts makes me cringe.

(might should've paid attention to my earlier self?)

This was a pretty good article on pharma supply & the Hill (the hatchets come out & get blocked)

https://mobile.nytimes.com/2017/05/29/health/drug-lobbyists-battle-cry-over-prices-blame-the-others.html

(how bout a naked link for a call 2 action?)
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

DooDiligence

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Re: ESRX - Express Scripts
« Reply #77 on: May 31, 2017, 07:56:05 AM »
Brave Warrior sold a bunch last Q
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

DooDiligence

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Re: ESRX - Express Scripts
« Reply #78 on: May 31, 2017, 08:09:52 AM »
I think the question to ask is, can someone else spend less than $40B & recreate this business? (of course they can, significantly less...)
(but with the same scale?)

I get it
« Last Edit: May 31, 2017, 08:11:33 AM by DooDiligence »
abc | abev | aapl | azo | bbh | brk.b | cri | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | vde

10 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

-----

https://twitter.com/tunawish

roark33

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Re: ESRX - Express Scripts
« Reply #79 on: May 31, 2017, 04:01:55 PM »
This is a good article, if you are basically taking a percentage of the list price, you have every incentive for the list price to go up, not down. 

https://www.propublica.org/article/drug-quintupled-in-price-now-drug-industry-players-feuding-over-windfall?utm_campaign=bt_twitter&utm_source=twitter&utm_medium=social