Replies to post #181101 on Biotech Values

[DewDiligence]

Addendum re PBM exposé: The new “transparent” PBMs described in the Fortune article are going to have a tough sell insofar as switching clients from ESRX and CVS requires that the clients acknowledge that they’ve been hoodwinked. I.e., some clients will stick with their current PBM simply to avoid losing face.

[DewDiligence]

ESRX continues to bang the drum in effort to lower drug prices (and thereby earn a bigger margin for itself):

http://www.bloomberg.com/news/2014-11-25/more-medicine-goes-off-limits-in-drug-price-showdown.html

[DewDiligence]

More on the longrunning PBM scam, from Barron's:

http://www.barrons.com/articles/pharmacy-benefit-managers-under-fire-1469247082