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Tuesday November 24, 2009 11:34 AM ET
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A Curious Reaction
The CVS-Caremark deal didn't trade as planned. That's an opportunity.
 
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Posted 11:41 PM EST November 08, 2006
Posted by: iwinograd
I purchased ADVP shortly after its IPO and I never sold anything even after the CMX buyout. For the first time I am getting nervous. What might the Democrats do in the way of direct negotiations with pharmaceutical companies or regulations? In the long run, prices are always higher as regulation replaces competition but in the short run could the stock tank?* What are your thoughts? (*Stigler won a Nobel Prize in economics using statistics to prove that regulation increases prices.)
Posted 11:38 PM EST November 08, 2006
Posted by: iwinograd
I purchased ADVP shortly after its IPO and I never sold anything even after the CMX buyout. First the first time I am getting nervous thinking about what the Democrats might do in the way of direct negotiations with pharmaceutical companies. In the long run, prices are always higher as regulation replaces competition but in the short run could the stock tank?* What are your thoughts? (*Stigler won a Nobel Prize in economics using statistics to prove that regulation increases prices.)
Posted 11:10 AM EST November 07, 2006
Posted by: jamesmcglynn
Mr. Stewart

I believe the hidden gem at CVS is the Minuteclinic. These clinics (only 100 now) can serve the uninsured and everyone who dreads going to an ER for a minor ailment. This is something Steve Case and his Revolution Group have been involved in.

James McGlynn
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