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DewDiligence

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DewDiligence

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Re: rph_in_wi post# 72751

Thursday, 02/05/2009 12:03:59 AM

Thursday, February 05, 2009 12:03:59 AM

Post# of 257262

my investment history would not allow me to ever be qualified to give advice...

I think you just did :- )

Let me probe one level deeper on the PBM sector… In your opinion, are the three big national PBM’s different from each other to any material degree, or do you see them as more or less fungible? (You may disregard the obvious difference that CVS is both a PBM and a retail pharmacy.) T.i.a.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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