Monday, January 31, 2011

Drug Channels Earnings Calendar: 2010Q4

Starting tonight, the big 3 drug wholesalers and the Big 3 Pharmacy Benefit Managers (PBMs) will begin reporting their latest quarterly financial results. 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 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 can contact me for post-game analysis on any of these reports. Gerson Lehrman Group customers can make a request via their GLG client representative.

BMO = Before Market Open
AMC = After Market Close

McKesson (NYSE:MCK)
Monday, January 31, 2011 (AMC)
Earnings Conference Call at 5:00 p.m. ET

Cardinal Health (NYSE:CAH)
Thursday, February 3, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

CVS Caremark (NYSE:CVS)
Tuesday, February 3, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

AmerisourceBergen (NYSE:ABC)
Friday, February 4, 2011 (BMO)
Earnings Conference Call at 11:00 a.m. ET

Express Scripts (NASDAQ:ESRX)
Thursday, February 17, 2011 (AMC)
Earnings Conference Call at 10:00 a.m. ET

Medco Health Solutions (NYSE:MHS)
Tuesday, February 22, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

Walgreen (NYSE:WAG) and Rite-Aid (NYSE:RAD) will report earnings in March.

Enjoy the financial fun!

No comments:

Post a Comment

Related Posts Plugin for WordPress, Blogger...