Walgreens Boots Alliance Inc (WBA)

[big-yank]

robb, I did not see the report you reference, but I did read some highly detailed Red Chip dosssiers on both healthcare and Rx/pharma in China which were both interesting and very different from the norms, even in single-payor systems. Chinese medicine is a blend of modern technology with centuries-old treatments like accupuncture and homeopathic potions operating well outside the limits of FDA-controlled medication. It is a blend of old and new, with a splash of science and a splash of near-witchcraft thrown in for good measure.

What perspective did you gain from the KKR paper? I thought that China was a tiny portion of A-B/Boots market presence.