CVS - Walgreens: New Management Team And Cost-Plus Model Are Exactly What The Doctor Prescribed
2024-04-04 13:30:10 ET
Summary
- Walgreens is a 2,500lb great white in the global healthcare system, but the stock is a minnow.
- The U.S. Pharmacy business is structurally broken, but the reimbursement model is set for a major change and Walgreens hired the right man for the job.
- The most recent quarter suggests that business trends remain strong despite a soft global consumer environment.
- Walgreens is collectively responsible for filling over 1.2B prescription orders per year in the U.S., its VillageMD urgent care facilities care for 7 million registered patients and in the U.K. Boots pharmacists were recently authorized by regulators to advise and prescribe for the treatment of seven common health conditions.
- The valuation is crazy cheap.
Walgreens Boots Alliance, Inc. ( WBA ) is a hidden powerhouse in the global healthcare system that is primed for a significant resurgence....
Walgreens: New Management Team And Cost-Plus Model Are Exactly What The Doctor Prescribed