Replies to post #72822 on Biotech Values

[DewDiligence]

Re: MHS, CVS, and ESRX

I wouldn't short a stock whose Pharmacies fill 17 out of every 100 prescriptions filled each day in the United States

I was asking about the wisdom of a strategic short, not a tactical one. I.e., are the PBM companies going to see their profitability decline as the US moves toward some kind of single-payer healthcare system?

rph_in_wi asserts that PBM’s offer no real value to their clients or to society. Do you disagree?

Actually that number will be a little better after we post this quarters financials. That being CVS.

If you’re a CVS insider, you shouldn’t post stuff like this, even anonymously. I’m saying this for your own good. Regards, Dew