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CVS Bear Case Scenario. Is it really so? $CVS, $VDC

As branded drug use migrates to generic CVS will experience some headwinds with lower margins.

As PBM’s constrain the amount of pharmacies retail customers may revolt and demand more choice and move spending elsewhere.

If pharmaceutical giants are successful in consolidating brands CVS will become less successful in exacting pricing concessions.

George Gutowski writes from a caveat emptor perspective.

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