Express Scripts (ESRX) is one drug distributor which didn’t lower earnings estimates last qtr. At 11x earnings the stock is a value, but does come with risk.
Express Scripts (ESRX) has its issues, such as uncertainty with its largest customer and political pressure for lower drug prices. But at 11 times earnings, ESRX is a value.
Express Scripts (ESRX) is looking good on the profit front. But investors are overly skittish about the possibility of it losing its biggest customer.
Express Scripts (ESRX) fell after its largest client, Anthem, said it wanted $3 billion in better drug prices. Let’s talk about it.