Early CallsBy now, investors have come to expect plenty from PBMs in general and Express Scripts in particular. Express Scripts' stock has proven to be a star performer already, rocketing past the broader market -- and even rivals Medco ( MHS) and Caremark ( CMX) -- over the past year. Thus, many people have assumed that the company would send more good news their way. In a brief note published on Monday morning, SG Cowen analyst Kemp Dolliver portrayed the company's 2006 outlook as little more than a "short-term risk" to the stock. If anything, Dolliver assumed that the stock would at least hold steady.
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Express Scripts accelerates