Tuesday, October 27, 2009

Drug Channels Earnings Calendar

In an unusual confluence of the calendar, the big 3 drug wholesalers and big 3 pharmacy benefit managers (PBMs) will all be reporting their latest financial results on 4 of the next 9 days. These financial reports and accompanying conference calls provide invaluable insights into the strategies and economics of companies within U.S. drug channels.

As a service to Drug Channels readers, I'm providing a brief rundown of the upcoming calendar along with links to the earnings conference call webcasts for each company. If you don’t have time to listen to the calls, free transcripts show up on Seeking Alpha within a few days.

Pembroke Consulting retainer clients should feel free to contact me for post-game analysis on any of these reports. Gerson Lehrman Group customers can make a request via their GLG client representative.

McKesson (NYSE:MCK)
Tuesday, October 27, 2009
Earnings Conference Call at 5:00 p.m. ET

Express Scripts (NASDAQ:ESRX)
Thursday, October 29, 2009
Earnings Conference Call at 10:00 a.m. ET

AmerisourceBergen (NYSE:ABC)
Tuesday, November 3, 2009
Earnings Conference Call at 11:00 a.m. ET

Medco Health Solutions (NYSE:MHS)
Tuesday, November 3, 2009
Earnings Conference Call at 8:30 a.m. ET

Cardinal Health (NYSE:CAH)
Thursday, November 5, 2009
Earnings Conference Call at 8:30 a.m. ET

CVS Caremark (NYSE:CVS)
Thursday, November 5, 2009
Earnings Conference Call at 8:30 a.m. ET

----

BONUS: Should we hope that the Phillies lose?

Last year, I pointed out the dangers to the U.S. economy if the Phillies win the World Series. Check out Phillies win!! Economy doomed? from October 2008.

Alas, my warning has proven to be depressingly prescient because the U.S. has lost 5.4 million jobs since the 2008 series ended.

I hate to think that I need to become a Yankees fan now…

2 comments:

  1. This is useful. Thanks!

    ReplyDelete
  2. Are there any topics that you think will be of particular interest on these calls? In other words, if we're still only half awake at 8:30 a.m. ET, what key topics or phrases should rouse us from our lethargy?

    ReplyDelete

Related Posts Plugin for WordPress, Blogger...