$ESRX (Express Scripts Holding Company)

$ESRX {{ '2016-02-29T06:58:03+0000' | timeago}} • Announcement

$ESRX reported that as per Global Bondholder Services Corporation, $934,781,000 total principal amount of notes was tendered prior to or at the expiration date and not validly withdrawn. This includes $46,000 total principal amount of outstanding notes tendered pursuant to the guaranteed delivery procedures.

$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.

$ESRX {{ '2017-02-14T21:19:58+0000' | timeago}} • Announcement

$ESRX reaffirmed its 2017 adjusted EPS guidance of $6.82-7.02, which represents a 8% growth over 2016 adjusted EPS results at the mid-point of the range. For 1Q17, $ESRX sees total adjusted claims of $345-355MM and adjusted EPS of $1.30-1.34, which represents growth of 7-10% over 1Q16.

$ESRX {{ '2017-02-14T21:16:53+0000' | timeago}} • Announcement

$ESRX reported a jump in 4Q16 earnings driven by lower costs and expenses as well as net tax benefit from disposition of PolyMedica. Net income rose to $1.43Bil or $2.34 per share from $773.5MM or $1.13 per share last year. Revenue dropped to $24.86Bil from $26.18Bil. Adjusted EPS increased to $1.88 from $1.56.

$ESRX {{ '2016-12-14T14:41:07+0000' | timeago}} • Announcement

$ESRX updated its 2016 EPS guidance from the previous range of $4.47-4.53 to a range of $5.28-5.34 and the company reaffirmed its previous adjusted EPS outlook of $6.36-6.42. For 2017, $ESRX expects adjusted diluted EPS to be $6.82-7.02.

$ESRX {{ '2016-10-26T18:14:36+0000' | timeago}} • Webcast

$ESRX expects share repurchases in 4Q16 of between $0.750-1.000Bil. The impact of the company's share repurchase program more than offsets the forecasted reduction in its EBITDA range, resulting in a $0.01 increase at the midpoint of its EPS range.

$ESRX {{ '2016-10-26T18:11:00+0000' | timeago}} • Webcast

For 4Q16, $ESRX is decreasing the midpoint of its adjusted SG&A range by $10MM, which represents a decrease of approx. 6% YoverY at the midpoint. The company is also decreasing the midpoint of its EBITDA range by $50MM, which represents growth of approx. 3% YoverY at the midpoint.

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