Consider the following quotes:
"What they have done with this particular drug will break the country."
"We expect the impact to be minimal for this year."
These two quotes, the first from Express Scripts' (NASDAQ: ESRX ) chief medical officer Steven Miller, the second from John Roberts, president of CVS Caremark 's (NYSE: CVS ) Pharmacy Services division, are about the same drug: Gilead's (NASDAQ: GILD ) Sovaldi. CVS is clearly confident in its plan to handle the increased hepatitis C spending caused by Sovaldi's excellent cure rate and $84,000 per patient price tag -- Express Scripts is not.
CVS' confidence doesn't just contrast with Express Scripts, either. UnitedHealth Group (NYSE: UNH ) , the largest insurer in the United States, also had difficulty handling demand, which was "a multiple" of what management had expected.
CVS appears to have controlled well for the expense, and additional projects like the Minute Clinic concept appear poised to drive further growth at this impressive company.
In the video below, Motley Fool health care analysts Michael Douglass and David Williamson discuss CVS' potentially strong future and how the company continues to embarrass its competitors.
Will this stock be your next multi-bagger?
Give me five minutes and I'll show how you could own the best stock for 2014. Every year, The Motley Fool's chief investment officer hand-picks 1 stock with outstanding potential. But it's not just any run-of-the-mill company. It's a stock perfectly positioned to cash in on one of the upcoming year's most lucrative trends. Last year his pick skyrocketed 134%. And previous top picks have gained upwards of 908%, 1,252% and 1,303% over the subsequent years! Believe me, you don't want to miss what could be his biggest winner yet! Just click here to download your free copy of "The Motley Fool's Top Stock for 2014" today.