Many know UnitedHealth Group (NYSE: UNH ) as the largest health insurance provider in the U.S., but you may not know it as the nation's third largest pharmacy benefit manager, or PBM, after Express Scripts (Nasdaq: ESRX ) -- which recently acquired Medco -- and CVS Caremark (NYSE: CVS ) . In recent years, Medco has managed the pharmacy benefits for UnitedHealth's commercial customers, but UnitedHealth is ending that relationship and bringing all PBM services in-house. This cost-cutting move by UnitedHealth should save the company hundreds of millions of dollars, but represents the loss of a huge customer for Express Scripts. Is this move part of a larger trend of companies cutting costs by bringing PBM services in-house? That could have major implications for investors, as Motley Fool analyst Brenton Flynn outlines in the video below.
Express Scripts shares took a massive dive after a recent earnings report. Has the company's long-term outlook really changed, or is this a classic example of Wall Street being blinded by its short-term lens? In this brand new premium report on Express Scripts, Stock Advisor analyst Jim Mueller dives deep into the company's prospects. Here's a hint: There's plenty of room for growth. You'll understand why, along with an outline of the key must-watch areas of the company, if you claim a copy by clicking here now.