What do you think about ESRX? Message Board

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Biotech / Medical : What do you think about ESRX?

ESRX 92.33

-3.6%

Dec 20 4:00 PM EST

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To: lin huan chen who wrote (33)	5/20/1999 8:37:00 AM
From: David L. Wasylenko	of 39

ok... now I understand... you are confused! Express Scripts purchased DPS (Diversified Prescription Services) for ~ $700 million last month. My question (suggestion) is that they are going to purchase DPD (Diversified Prescription Delivery) and fold that customer base into the DPS business unit, then close DPD down. DPD has 3 segments, can only remember 2 right now: DPD and EMC (Eagle Managed Care) Some part of this business could be given to Medco. This is NOT widely known. I don't have numbers though. If DPD is a little deal, no action to take. IF it's a big boy, good profit etc, then I buy Rite Aid, sell short (short term) on Express Scripts. DPD is not public. It's going to be tough to get info. ... david ...

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