Any constructive discussion is welcome, positive or negative to Walgreens, as long as it doesn't degenerate into some backdoor slandering of Walgreens for degrading balance sheet assets in seeking a new supply agreement with Amerisource-Bergen or other, similar old rants on which I will waste no more energy.
For the discussion, I thought the Fitch article raised an interesting point on ESRX possibly being painted into a strategic box. I guess that CATX could also be considered at risk of a similar jeopardy. I wonder if this is the beginning of the end for some PBM's, or, the beginning of a new initiative for PBM's. Then there remains the question of Walmart and, to a lesser extent, Target and grocery chain pharmacies that might also need to carve out some form of multi-tier relationship of some sort to avoid getting left behind as reimbursement pressure continues to squeeze the industry, in toto.
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