ESRX News and Press, Express Scripts Holding Company From 03/26/19

There is always a recession coming During the Q4/18 sell-off, quite a few "guru" investors (e.g. David Tepper ) evidently anticipated a longer and deeper downturn and therefore sold more stocks than just some redemptions might have required. In January, these fund managers were certainly ...

This article is part of a series that provides an ongoing analysis of the changes made to Larry Robbins’ 13F portfolio on a quarterly basis. It is based on Robbins’ regulatory 13F Form filed on 02/14/2019. Please visit our Tracking Larry Robbins’ Glenview Capital Mana...

This article is part of a series that provides an ongoing analysis of the changes made to David Abrams’ 13F portfolio on a quarterly basis. It is based on Abrams’ regulatory 13F Form filed on 02/14/2019. Please visit our Tracking David Abrams’ Abrams Capital Management ...

In a move that drew headlines galore last week, Regeneron ( REGN ) and Sanofi ( SNY ) decided to lower the cost of Praluent by a whopping 60%. This raised eyebrows because this drug was just recently approved by the FDA in September of 2018 and the companies spent hundreds of millions in res...

According to the Centers for Medicare & Medicaid Services (CMS), U.S. healthcare spending is expected to rise 5.5% each year over the next decade, reaching ~$6T by 2027 (19.4% of GDP). More news on: ProShares Ultra Nasdaq Biotechnology ETF, The Gabelli Healthcare & Wellness Rx Tr...

This article is part of a series that provides an ongoing analysis of the changes made to George Soros’s 13F stock portfolio on a quarterly basis. It is based on George Soros’s regulatory 13F Form filed on 02/14/2019. Please visit our Tracking Soros Fund Management Holdings ar...

The U.S. Supreme Court has rejected the state of Maryland's appeal of an appeals court ruling that struck down its anti-price gouging law citing the illegality of state-level regulation of interstate commerce. More news on: Health Care Select Sect SPDR ETF, iShares Nasdaq Biotechnology E...

Humana ( HUM -1.8% ) executives believe that the Trump administration's proposed drug rebate program, forcing insurers to pass discounts to the pharmacy counter, would raise premiums and restrict consumer choice (sounds a bit dogmatic). More news on: Humana Inc., Express Scripts, Inc.,...

Drug wholesalers and pharmacy benefit managers (PBMs) are under modest pressure on the heels of a proposed rule from the U.S. Department of Health and Human Services (HHS) that would significantly alter the drug rebate landscape. More news on: CVS Health Corporation, Anthem, Inc., United...