MORE EVIDENCE TO SUPPORT OUR THEORY OF DISINTERMEDIATION OF PHARMACY BENEFIT MANAGERS IN THE LONG TERM
We have been short with a very long term perspective on pharmacy benefit managers $MHS and $ESRX. The point of ZYX Change metod is all about catching the change ahead of the crowd. Our theory is that in the long term pharmacy benefit managers will be disintermediated and their opaqueness will move their clients to other newer pharmacy benrfit managers who provide price transparency to their clients.
Recent earnings from $SXCI support the opaqueness theory.
Now, today following is the news from $WAG:
Delta in talks over prescription drug plan, sources says – DJ (34.39 ) : DJ reports Delta Air Lines (DAL) is in talks with Walgreens for the drugstore giant to offer prescription drugs directly to Delta employees, according to sources familiar with the matter.… Please click here or the title below to read more.