Walgreens Boots Alliance Inc (WBA)

[Robbsbeach]

Walgreeens Topical or SubQ Directions.

Walgreens earnings and Stock pricing was under extreme pressure
after the Failed ESRX plan.
4th Q results needed a huge infusion of cash such as Alliance Boots could provide.

This A/B Merger will cost over 23 billion dollars with Debt included if completed, a credit downgrade, and a new direction as reported .
Is is a fact that Walgreens retail drug store model and its managing executives hit a Wall in negotiating with PBM's(ESRX, MEDCO) and Erisa groups(15% retention rate), the result caused a change of who would be the Chairman, at the Board of Directors level and within a few days a announced settlement with ESRX(PBM).

In a Hastily Assembled Investors Conference, the Alliance Boots merger and Walgreens S/P was declining.
Alliance boots chairman
Stefano Pessina announced:

"that the combined entity will focus first on acquiring wholesalers and then move into the retail business in some new markets."

This directional shift replaces the Walgreens Retail Drug store
Model... into a Wholesale supplier to the Retail Drug store
sector and Mail order entities, competing with Known suppliers as McKesson, CAD and ABC.

As for the needed Expertise for a competitive Wholesale Business, this moves operational control over to the Alliance boots KKR business model of Wholesale operations.
SG&A expenses are the first synergies that show savings in a Merger, the over-lapping of employee functions.
Yet, this was dismissed, when asked this Question.

I believe the Topical directions moved into Subcutaneous administration, after these revelent announcements.
Now accountabilty needs to be addressed with a clear
course for Investment growth should this Company ever plans on Stabelizing a 40 dollar selling price.
From 50 dollar to 28 dollars !!!!!!!
All comments are welcome.


Regards,