With the Noise in the System, Express Scripts Remains a Strong Player in the Pharma Supply Chain
We strongly disagree with the recent short thesis regarding Express Scripts, and we are reiterating our $100 fair value estimate and wide moat rating for the stock. From our perspective, the recent short arguments that have been made are fundamentally wrong and misunderstand the flow of the pharmaceutical supply chain. Most developed Western countries have established a single-payer system, with the central governments dictating all aspects of their respective healthcare markets. The United Stat...Express Scripts Holding is a pharmacy benefit management (PBM) company. The company has two reportable segments: PBM, which consists of clinical solutions, Express Scripts SafeGuardRx
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