Looks like we picked the wrong week…

 

We’ll leave you to finish the quote from 1980’s Airplane!, but there’s no rest for the event-weary here at Nephron Research.  Another opportunity to show off the collaborative work of Eric Percher (ESRX) and Josh Raskin (CI). We were out with early this AM with reads on CI/ESRX in front of the call  – more on the way now that its wrapped up…

  • CI – You Are What You Eat – Josh Raskin – Spoiler alert: our initial take was more skepticism than excitement despite financial benefits and a compelling valuation.
  • Industry Note – Cigna to Acquire Express Scripts for $67 Billion – We logged pre-market views and handicapped lateral implications for covered universe inlcluding – CVS/AET, MCK/ABC, ANTM, HUM, WCG/MOH/CNC

info@nephronresearch.com for more.