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big-yank

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big-yank

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Wednesday, 02/26/2014 10:24:19 AM

Wednesday, February 26, 2014 10:24:19 AM

Post# of 3161
Don't be surprised if all the "noise" in the financial markets indicates a broader relationship between Walgreens and Amerisource-Bergen. Maybe we are headed more in the direction of a 50/50% deal...

http://marketwatch.com/story/fitch-drug-channel-aligns-further-on-mckesson-rite-aid-deal-2014-02-21

Could be that the big bucks in wholesale partnerships will inure to the wholesaler who controls the discounts and generic rebates... and the parties that own equity in the wholesalers like ABC. Maybe the first blush at the CVS/Cardinal deal doesn't smell so sweet, anymore?
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