Wednesday, April 27, 2011

Drug Channels Earnings Calendar: 2011:Q1

The largest drug wholesalers and Pharmacy Benefit Managers (PBMs) all report quarterly financial results for the first calendar quarter of 2011 this week and next week. 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 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

Express Scripts (NASDAQ:ESRX)
Tuesday, April 25, 2011 (AMC)
Earnings Conference Call at 8:30 a.m. ET (April 26)

Cardinal Health (NYSE:CAH)
Thursday, April 28, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

AmerisourceBergen (NYSE:ABC)
Thursday, April 28, 2011 (BMO)
Earnings Conference Call at 11:00 a.m. ET

Medco Health Solutions (NYSE:MHS)
Thursday, April 28, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

McKesson (NYSE:MCK)
Tuesday, May 3, 2011 (AMC)
Earnings Conference Call at 5:00 p.m. ET

CVS Caremark (NYSE:CVS)
Thursday, May 5, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

SXC Health Solutions (NASDAQ:SXCI)
Thursday, May 5, 2011 (BMO)
Earnings Conference Call at 8:30 a.m. ET

Catalyst Health Solutions (NASDAQ:CHSI)
Thursday, May 5, 2011 (BMO)
Earnings Conference Call at 10:00 a.m. ET

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

Enjoy the financial fun!

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