Rite Aid Corp (fka RADCQ)

[IVRT]

Your statement flys in the face of reasoning. The original offer was a 100% buyout. This last offer leaves RAD bloated, with 4.3 to 5 billion dollars. Yes, they have debt, but stores are gone that cost to operate. Their debt will be substantially less and the reduction in RAD's operating costs will increase their EBITA. If Amazon buys out a PBM, Rite Aid could be a vehicle to service tens of thousands, of patients that otherwise would not have insurance as Amazon could setup their own RX plan for these self insured customers. I see Amazon, a PDM and a vehicle (RAD) to deliver RXs as a win for Amazon and RAD. I've spent 28 years in the pharmacy biz. CVS and Caremark was a win win. RAD is just the right size to take over and merge with a PBM to service self-insured customers. Will it happen? Who knows, but it is possible.