Bis zu 90% sparen! Kostenloser Depotgebühren-Check
030-275 77 6400
DAX+1,31 % EUR/USD-0,02 % Gold-0,59 % Öl (Brent)0,00 %

AKTIEN IM FOKUS: Übernahme von Aetna setzen CVS-Health-Aktien unter Druck - Die letzten 30 Beiträge | Diskussion im Forum

Beitrag schreiben

Begriffe und/oder Benutzer


CVS Health raises 2019 profit forecast after beating quarterly estimates

...CVS Health Corp raised its full-year profit forecast and posted better-than-expected quarterly results on Wednesday, as higher U.S. prescription drug prices fueled rebates to its core pharmacy benefits business.


The pharmacy benefits unit brought in revenue of $34.84 billion in the second quarter, a 4.2% rise, helped by higher prices of branded drugs but the company said it continued to face pressure from high dispensing rates of generic drugs. Analysts on average had expected $34.2 billion, according to estimates compiled by Evercore ISI.

"We think shares will see some relief today," Evercore analyst Ross Muken said, pointing to the higher forecast which comes amid a nationwide crackdown on the dispensing of opioid drugs and investor concerns over potential changes to healthcare policy.

CVS plans to bring more health services to its stores to tackle chronic conditions, one of the goals of combining the country's largest drugstore operator with one of the oldest health insurers.

The unit which houses CVS's health insurance business brought in revenue of $17.4 billion in the quarter, slightly higher than the $17.3 billion analysts had expected.

Same-store sales at the company's front-end stores that sell over-the-counter drugs rose 2.9%, beating estimates of a 1.2% rise, according to three analysts polled by Refinitiv IBES.

Excluding items, CVS earned $1.89 per share, above the average analyst estimate of $1.69, according to IBES data from Refinitiv.

Operating costs rose 24.4% to $60.10 billion, as the company integrated Aetna into its operations.

CVS now expects full-year adjusted earnings per share of $6.89 to $7.00, compared with its previous forecast of $6.75 to $6.90.

The company reported net income of $1.94 billion, or $1.49 per share, for the second quarter ended June 30, compared with a loss of $2.56 billion, or $2.52 per share, a year earlier.

CVS had taken a $3.9 billion goodwill impairment charge related to its Omnicare business in the second quarter of 2018.

Total revenue rose 35.2% to $63.43 billion, ahead of estimates of $62.65 billion...
CVS Health | 56,75 $
How CVS Makes its Money…

The Bottom Line

Americans allegedly love freedom and football, but the true national pastime is consuming pharmaceuticals.

Everything from anxiety to restless legs syndrome now has a corresponding pill or injection to alleviate or eradicate the symptoms, and companies like CVS are at the forefront of getting those drugs to users. With the number of medical conditions being newly identified consistently outpacing those being eradicated, the amount of money spent on pharmaceuticals will likely increase—a development that should be resonant music to CVS shareholders.
CVS Health | 50,47 €
CVS begins clinical trials for home-dialysis device

...CVS Health Corp. is making an ambitious move into kidney care, launching a clinical trial for a new home-dialysis device designed by the firm of Dean Kamen, the Segway inventor.

The company is delving into unusual territory for a drugstore and health insurer. The plan will make it a medical-device firm and a provider of dialysis, the complex blood-cleansing procedure vital to patients suffering from kidney failure. CVS holds exclusive U.S. rights to the HemoCare device, which was created by Mr. Kamen’s firm, Deka Research & Development Corp.

CVS will work to capitalize on an initiative announced last week by the Trump administration, which wants to move more dialysis into the home, rather than dialysis centers, where most U.S. patients currently get the procedure.

Dialysis is covered by Medicare, including for patients under the age of 65. The care of patients with end-stage renal disease is a major cost for the program, amounting to around $35 billion in 2016, or roughly 7% of total spending under traditional Medicare.

The Department of Health and Human Services said increased use of home dialysis could reduce costs and “preserve or enhance the quality of care.”...
CVS Health | 50,28 €
Dieser Beitrag wurde von MadMod moderiert. Grund: bitte jetzt nicht Eigenwerbung übertreiben
Antwort auf Beitrag Nr.: 60.467.324 von faultcode am 02.05.19 00:43:25
Stocks of drug distributors and PBM-owners surge after Trump administration pulls rebate proposal
July 11, 2019 10:42 a.m. ET…

...Shares of drug distributors and pharmacy-benefit-manager owners got a boost on Thursday after the Trump administration said it would be withdrawing its plan to overhaul the rebates that drugmakers give to middlemen in Medicare.

The administration, which is making lowering drug costs for Americans a key priority, had said such a proposal would help drive down the prices people pay for prescription medications. However, that would have been a blow to drug distributors and pharmacy-benefit managers, or PBMs.

PBMs act as middlemen between drugmakers and insurance plans, negotiating discounted prices on branded prescription drugs in the form of a rebate. However, PBMs end up pocketing some of those rebates for themselves. The proposal looked to direct those discounts toward patients instead.

“The rule has been an overhang for... stocks for well over a year,” Evercore ISI’s Ross Muken wrote in a note to clients. “Its withdrawal is positive news for companies in the drug channel with economics tied to higher gross list prices, including PBMs and their parent companies, distributors and pharmacies.”


The pulling of the proposal comes after a federal judge on Monday blocked a plan put forth by the Trump administration requiring drugmakers to disclose their drug prices in television ads. It was another part of the president’s plan to lower drug costs.

The administration is still looking at ways to lower those costs. Just last week, the president said he was planning to issue an executive order allowing the U.S. to buy drugs based on the lowest price paid by other developed countries.
CVS Health | 58,60 $
CVS Health raises full-year profit forecast on Aetna strength

...CVS Health Corp on Wednesday raised its full-year profit forecast and reported first-quarter earnings that topped Wall Street estimates due to growth in its Aetna health insurance business, and as drug prices fell within its expectations.

Shares rose more than 5 percent to $57.35. They had fallen 17 percent this year, hurt by a weak forecast in February and a cut to rival Walgreen Boots Alliance's full-year outlook last month due to lower generic drug prices.

Aetna, CVS's health insurance unit, beat analysts' consensus by more than a billion dollars in the quarter, helped by its accounting for lower medical costs than anticipated during the fourth quarter.

The company, which bought Aetna for $69 billion in November, said 2019 cost savings from the deal were tracking near the high end of its $300 million to $350 million range, and that 2020 savings would likely exceed its $750 million target...
Update Die planen nicht sondern es ist bereits soweit. Bis zum heutigen Tage werden insgesamt 800 Apotheken mit der Ware beliefert.…
Fantastische Aussichten
Die planen den Verkauf von cannabisprodukte in acht Bundesstaaten.… insgesamt hat CVS 500 Apotheken. Ich glaube damit ist alles gesagt um sich dieses WERTpapier ins Depot zu legen. Das wird uns noch sehr viel Freude bereiten
nun auch hier mit Cannabis
Größte Apotheken-Kette der USA steigt ins Cannabis-Geschäft ein…

...CVS Pharmacy, mit mehr als 9.800 Filialen die größte Apotheken-Kette der USA, steigt ins Cannabis-Geschäft ein.

In US-Bundesstaaten, in denen Cannabis legalisiert wurde, wird die Apotheken-Kette ab sofort Produkte mit dem nicht-psychoaktiven Hanf-Inhaltsstoff Cannabidiol (CBD) verkaufen.

Dies berichtet der US-Nachrichtensender "CNBC". Die Apotheken-Kette erklärte, dass sie auf CBD-basierte Salben, Cremes, Sprays, Roll-ons und Lotionen im Programm hat. Diese Produkte sind in CVS-Apotheken in acht US-Bundesstaaten erhältlich: Alabama, Kalifornien, Colorado, Illinois, Indiana, Kentucky, Maryland und Tennessee.

CVS Pharmacy ist eine Unternehmenstochter von CVS Health, ein im S&P 500 gelistetes Unternehmen. CVS erklärte, dass sie keine CBD-haltigen Lebensmittelzusatzstoffe oder Nahrungsergänzungsmittel verkaufen wird.

In einer Pressemitteilung des Konzerns heißt es: "Wir sind eine Partnerschaft mit CBD-Produzenten eingegangen, die die geltenden Gesetze einhalten und die die hohen Qualitätsstandards von CVS erfüllen"...
CVS hat charttechnisch alle Widerstände nach unten durchbrochen. Letzter Widerstand 57 USD

Mal sehen wo die Haltelinie ist. Sollte es auf das Kursniveau von 46 USD gehen, pendeln wir wieder in der Preisrange von 2012.
Antwort auf Beitrag Nr.: 59.884.573 von faultcode am 15.02.19 15:49:35aus der 2018Q4-Präsi:

Balancing Near-term Execution with Long-term Vision: The Challenges in 2019

• Ongoing pharmacy reimbursement pressures in our businesses and reduction in offsets to those pressures, including a declining benefit from generics
• Lower brand inflation and ongoing questions around rebates
• Structural and CVS-specific challenges in long-term care space
These challenges are having a disproportionate impact compared to prior years

=> daher die Ernüchterung gestern mit -8% =>

Antwort auf Beitrag Nr.: 59.661.401 von faultcode am 18.01.19 12:58:46auch so'n Ober-Aktienrückkäufer - eine Seuche:

Antwort auf Beitrag Nr.: 59.360.066 von faultcode am 04.12.18 15:19:34
CVS's stock jumps after deal to keep Walmart participating in PBM networks

...Shares of CVS Health Corp. rallied 2.6% in premarket trade Friday, after the drugstore chain and Walmart Inc. have reached a multi-year agreement in which Walmart will continue to participate in the CVS Caremark pharmacy benefit management (PBM) retail pharmacy networks.

Walmart shares were still inactive. The companies did not disclose financial terms of the agreement. Earlier this week, CVS said Walmart had decided to leave its PBM networks because of a dispute over pricing. "We are very pleased to have reached a mutually agreeable solution with Walmart. As a PBM, our top priority is to help our clients and consumers lower their pharmacy costs," said CVS Caremark President Derica Rice. "This new agreement accomplishes our top priority and enables Walmart to continue participating in CVS Caremark's commercial and Managed Medicaid pharmacy networks and provides enhanced network stability for our clients and their members."...
Antwort auf Beitrag Nr.: 59.148.543 von faultcode am 06.11.18 13:51:35
WSJ: Judge questions CVS-Aetna merger, says he may halt asset integration…

...WASHINGTON — A federal judge on Monday sharply questioned the Justice Department’s decision to green-light CVS Health Corp.’s nearly $70 billion acquisition of Aetna Inc. , and said he may order CVS to halt its integration of Aetna’s assets while he considers the merger’s implications.

It is highly unusual for a judge to make such an announcement, since Justice Department antitrust enforcers had approved the deal in October under the condition the companies sell Aetna’s Medicare drug business to preserve competition. The companies sold those assets to WellCare Health Plans Inc.

When the Justice Department identifies concerns with a merger — and reaches an agreement with the merging companies to address them — a federal law called the Tunney Act requires the government to file the proposed settlement for approval by a federal court, which determines whether the deal is in the public interest.

Such settlements are almost universally approved, often without a judge calling a hearing. But U.S. District Judge Richard Leon — who was a central figure in AT&T Inc.’s merger with Time Warner Inc. — made clear he would play an active role.

He said at a terse hearing Monday — in which he sought no input from either the Justice Department or the companies — that he was concerned that the department hadn’t adequately addressed the potential competitive harms raised by the merger.

=> Aktie eigentlich ungerührt
Antwort auf Beitrag Nr.: 58.918.755 von faultcode am 10.10.18 17:07:02
CVS shares rise after earnings and sales beat consensus
Published: Nov 6, 2018 7:14 a.m. ET…

CVS Health Corp. shares rose 2.6% in Tuesday premarket trading after the pharmacy retailer reported third-quarter earnings and sales that beat consensus.

Net income totaled $1.39 billion, or $1.36 per share, up from $1.29 billion, or $1.26 per share, last year.
Adjusted EPS was $1.73. Revenue totaled $47.3 billion, up from $46.2 billion. And same-store sales rose 6.7% with pharmacy same-store sales up 8.7%.

The FactSet consensus was for EPS of $1.71, revenue of $47.2 billion, and same-store sales growth of 5.4%.

Pharmacy same-store sales were forecast to be up 7.6%.

CVS continues to expect full-year EPS of $1.40 to $1.50 and adjusted EPS of $6.98 to $7.08. The FactSet guidance is for EPS of $7.04....

=> P/E|2018e = ~USD76 / USD7.04 = ~10.8 --> nicht sehr teuer würde ich mal sagen ;)
Antwort auf Beitrag Nr.: 58.632.165 von faultcode am 06.09.18 15:13:18--> nun ist es fast geschafft:

DOJ approves CVS-Aetna merger as long as prescription drug business sold to WellCare…

The Justice Department said Wednesday that CVS Health and Aetna will have to divest Aetna's Medicare Part D prescription drug plan business to proceed with its merger.

The proposed divestiture to WellCare Health Plans, Inc. would fully resolve the Justice Department's competition concerns, the agency said.

=> CVS zuletzt:

Antwort auf Beitrag Nr.: 58.088.437 von faultcode am 28.06.18 14:58:17
CVS-Aetna, Cigna-Express Scripts mergers close to Justice Department approval
Antitrust approval may come in the coming weeks…
Antwort auf Beitrag Nr.: 58.020.598 von faultcode am 19.06.18 19:40:34
Amazon hat wieder zugeschlagen
premarket: -9%

...und nicht nur dieser Wert nach unten.

CVS, Walgreens among pharmacy stocks trading lower after Amazon announces acquisition of online pharmacy PillPack…

=> Inc. said Thursday that it has agreed to acquire PillPack, an online pharmacy that pre-sorts medications into different doses and handles both refills and renewals.

PillPack delivers medications to customers and specializes in customers who take multiple prescriptions per day. The deal is expected to close in the second half of the year, and terms weren't disclosed. "PillPack's visionary team has a combination of deep pharmacy experience and a focus on technology," said Jeff Wilke, the chief executive officer of Amazon's Worldwide Consumer segment, in a release.

Shares of pharmacy stocks CVS Health Corp., Walgreens Boots Alliance Inc. and Rite-Aid Corp. are down in premarket trading. Rite-Aid shares turned lower on the news, after they were initially up following earnings results. Insurers UnitedHealth Group Inc. and Aetna Inc. have seen their stocks fall as well.
Shares of Walmart Inc., McKesson Corp. and Express Scripts Holding Co. are also down.
CVS And Aetna Are Changing The Healthcare Paradigm…

• CVS & Aetna are changing the healthcare paradigm
• CVS's stock has lost a lot of value from taking on huge amounts of debt, but is now cheap on an absolute and relative basis
• Free cash flow generation is exceptional which alleviates much of my debt concern
• Buy-and-Hold CVS

With the recent proposed purchase of Aetna (NYSE:AET), CVS (NYSE:CVS) has positioned itself as the only player in the market with such a significant market share in both the pharmacy and healthcare insurance markets.

It seems highly likely the deal will close given neither of these companies control too much of their respective industries to worry about anti-trust issues. In light of this, CVS has detailed some very high-level plans for integration. A team has been developed with execs from both companies to help accomplish 1) $750mm worth of synergy savings in two years and 2) “to create the long-term roadmap for success in growth.”

The latter is rather ambiguous, but I agree all the same that the marriage of CVS and Aetna can deliver long-term returns for investors who are willing hold this stock for a few years.

Demand for health care is only going to increase. With increasing drug costs (+) and an aging American population, CVS will have a steadily growing market in years to come. CEO Larry Merlo cited in an investor relations call that 10,000 baby boomers turn retirement age every day. That creates an irreversible stream of participants coming to market and by combining the two companies, it offers a holistic treatment to each customer that also captures revenue at each point in the process...

(+) hier habe ich Einwände: die Zuwachsraten der Vergangenheit (in den USA) lassen sich nicht mehr so wiederholen.
Grob gesagt, (mMn) sterben die Leute zunehmend eher, bevor sie überhaupt in der Lage sind - als Masse - weitere (eigene) Geldmittel ins US-Gesundheitssystem zu pumpen

--> Medicare-Schwierigkeiten lassen grüssen:
New warnings about cuts to Social Security and Medicare are a reason to worry…
(Pflichtlektüre mMn)
Antwort auf Beitrag Nr.: 57.558.903 von flying.kangaroo am 17.04.18 01:57:45Besten Dank für die Info!
Antwort auf Beitrag Nr.: 57.557.481 von Performancekiller am 16.04.18 20:50:55Amazon hat seine Pläne für den Verkauf und Vertrieb von pharmazeutischen Produkten auf Eis gelegt. :lick:…
Gibt es Gründe für diesen starken Anstieg?Oder sind das Shorteindeckungen?
CVS Health to initiate trial of home dialysis device as part of new kidney disease initiative…

...CVS Health Corp. said Wednesday it was launching a new initiative to focused on chronic kidney disease, including early identification of kidney disease and the expansion of home dialysis.

As part of the home dialysis program, CVS will initiate a clinical trial to demonstrate the safety and efficacy of a new hemodialysis device in support of a planned submission to the Food and Drug Administration to obtain market clearance.

"Many patients believe in-center dialysis is their only kidney failure treatment choice, and do not know about patient-centered options, including home dialysis or kidney transplant," said Joseph Vassalotti, chief medical officer of the National Kidney Foundation.

The stock, which slipped 0.9% in premarket trade, had slumped 17% over the past three months through Tuesday, while the S&P 500 had lost 4.0%.
als einzig grosser - "alter" - US-Retailer wächst CVS Health Corporation = vormals CVS Caremark Corporation = davor CVS Corporation:

Beitrag zu dieser Diskussion schreiben