$ESRX (Express Scripts Holding Company)

$ESRX {{ '2015-07-29T13:14:12+0000' | timeago}} • Webcast

$ESRX 2Q15 Call: Increasing our full-year EPS guidance by $0.08 to a range of $5.46 to $5.54 or growth at 12-14% over 2014. The ASR contributes $0.05 to the increase in the EPS range with the remaining increase due to our improved operating results. With respect to the 3Q15, we expect EPS to be in the range of $1.41 to a $1.45, up 9% to 12% YoverY.

$ESRX {{ '2017-07-25T21:31:49+0000' | timeago}} • Infographic

$ESRX Express Scripts Earnings AlphaGraphic: Q2 2017 Highlights

$ESRX {{ '2017-07-25T20:44:55+0000' | timeago}} • Announcement

$ESRX's enterprise value initiative is currently estimated to cost approx. $600-650MM and to deliver cumulative savings of nearly $1.2Bil by 2021. This initiative is expected to help the company achieve its targeted core PBM compounded annual EBITDA growth rate from 2017-2020 of 2-4%.

$ESRX {{ '2017-07-25T20:44:37+0000' | timeago}} • Announcement

$ESRX is updating its expected 2018 retention rate for the 2017 selling season to be 94-96%, excluding the impact of the remaining Coventry business rolling off in 2017. The company believes its contract with Anthem is unlikely to be extended even though Anthem has not yet issued a formal written notice regarding the contract renewal.

$ESRX {{ '2017-07-25T20:38:07+0000' | timeago}} • Announcement

$ESRX increased its guidance for 2017 adjusted diluted EPS to a range of $6.95-7.05, representing growth of 10% over 2016 adjusted diluted EPS results at the mid-point of the range. The company expects total adjusted claims for 3Q17 to be 340-350MM. Adjusted diluted EPS in 3Q17 is estimated to be $1.88-1.92, representing growth of 8-10% over 3Q16.

$ESRX {{ '2017-07-25T20:33:37+0000' | timeago}} • Announcement

$ESRX reported an 11% increase in 2Q17 earnings. Net income was $801.8MM compared to $720.7MM in 2Q16. Diluted EPS increased 21% to $1.37 from last year. Adjusted net income grew 1% to $1Bil and adjusted diluted EPS grew 10% to $1.73 in 2Q17. Revenues of $25.3Bil were relatively flat compared to the prior-year period.

$ESRX {{ '2017-06-27T21:02:46+0000' | timeago}} • Announcement

$ESRX has appointed Kathleen M Mazzarella to its BoD, effective June 27, 2017. Since 2012, Mazzarella has served as Chairman, President and CEO of Graybar Electric Company. From December 2010 to June 2012, she had served as EVP and COO of Graybar.

$ESRX {{ '2017-05-17T20:40:06+0000' | timeago}} • Announcement

$ESRX acquired myMatrixx, a pharmacy benefit solutions provider for the workers' compensation industry. The combination of Express Scripts and myMatrixx will make enhanced pharmacy services offerings available to current and prospective workers' compensation clients. Terms of the transaction were not disclosed.

$ABC {{ '2017-05-01T12:43:49+0000' | timeago}} • Announcement

$ABC has signed a new five-year agreement to supply pharmaceuticals to $ESRX. The agreement extends through September 30, 2022. AmerisourceBergen and Express Scripts’ most recent supply deal began in October 2012 and was set to expire in September 2017. The fiscal year 2016 revenue contribution from that agreement was approx $23Bil.

$ABC {{ '2017-05-01T12:40:25+0000' | timeago}} • Announcement

$ABC signed a new 5-year agreement to supply pharmaceuticals to $ESRX. The agreement extends through Sept. 30, 2022. $ABC and $ESRX most recent supply agreement began in October 2012 and was set to expire in September 2017. The FY16 revenue contribution from that agreement was about $23Bil.

$ESRX {{ '2017-04-25T18:18:02+0000' | timeago}} • Webcast

$ESRX said that over the next three years the company is going to generate tremendous amount of cash and would plan to deploy the cash thoughtfully. The company added that the cash generation that it would be targeting would be something that is in the double digits.

$ESRX {{ '2017-04-24T21:00:37+0000' | timeago}} • Infographic

$ESRX Express Scripts Holding Company Earnings AlphaGraphics: Q1 2017 Highlights

$ESRX {{ '2017-04-24T20:45:31+0000' | timeago}} • Announcement

$ESRX said Anthem contract has generated approx $2.2Bil and $1.9Bil of adjusted EBITDA, or approx 31% and 26% of its total adjusted EBITDA in 2016 and 2015, respectively. However, $ESRX believes it is unlikely its contract with Anthem will be extended.

$ESRX {{ '2017-04-24T20:38:22+0000' | timeago}} • Announcement

$ESRX's adjusted claims during 1Q17 edged down 1% to $351.7MM. EBITDA per adjusted claim grew 4% YoY to $4.25.

$ESRX {{ '2017-04-24T20:33:07+0000' | timeago}} • Announcement

$ESRX raised its guidance for 2017 adjusted EPS from a range of $6.82-7.02 to a range of $6.90-7.04. Total adjusted claims for 2Q17 is expected to be between $343MM and $353MM. Adjusted EPS for 2Q17 is estimated to be about $1.70-1.74.

$ESRX {{ '2017-04-24T20:28:01+0000' | timeago}} • Announcement

Pharmacy benefit management firm $ESRX posted higher net income in 1Q17, despite revenue remaining flat at $24.7Bil. Net income attributable to $ESRX was $546.3MM, or $0.90 per share, compared to $526.1MM, or $0.81 per share in the year-over quarter. Excluding items, net income was $1.33 per share, up 9%.

$ESRX {{ '2017-02-15T14:42:06+0000' | timeago}} • Webcast

In terms of capital deployment, $ESRX said the blackout period will be at the end of this week, and the company will be back in the market purchasing share at that time.

$ESRX {{ '2017-02-15T14:20:02+0000' | timeago}} • Webcast

$ESRX said its National Preferred Formulary (the most widely used drug list in the U.S. that provides prescription drug coverage guidelines) is very stable with around 25MM members for 2016, very similar to the last year's level.

$ESRX {{ '2017-02-15T14:07:22+0000' | timeago}} • Webcast

Regarding the Diabetes Care Value Program, which is going live in the next two weeks, $ESRX said it has strong enrollment for the program with over 6MM lives and it continues to grow.

$ESRX {{ '2017-02-15T13:47:22+0000' | timeago}} • Webcast

$ESRX generated net cash flow from operations of $4.9Bil for 2016. The company said it deployed $10.6Bil of cash during the year: $4.7Bil to repurchase common stock via an accelerated share repurchase agreement and open market purchases, and $5.9Bil to retire debt.

$ESRX {{ '2017-02-15T13:41:09+0000' | timeago}} • Webcast

$ESRX said it adjudicated 354.9MM adjusted claims during 4Q16, generating adjusted EBITDA of $2.1Bil. This resulted in adjusted EBITDA per adjusted claim of $5.79 or growth of 14% YoY, despite the continued roll-off of Coventry and Catamaran from the books.

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