Did This Lightning-Rod Drug Go Too Far?

By Dave Williamson and Michael Douglass – May 3, 2014 at 3:12PM

NASDAQ: ESRX

Express Scripts Holding Company

Express Scripts and Gilead are at odds over hepatitis C cure Sovaldi's pricing.

In this segment from Market Checkup, Motley Fool health-care analysts David Williamson and Michael Douglass discuss the continuing backlash from pharmacy benefits manager Express Scripts (ESRX) against the price point Gilead (GILD 0.23%) has set for its blockbuster hepatitis C drug Sovaldi.

They discuss Express Scripts' position that price points like Sovaldi's aren't sustainable for customers, and they also look at the company's hints at strategic initiatives it may take if Gilead doesn't relent on Sovaldi's cost. The guys also discuss the bad news from Express Scripts' earnings report, and why the market's resulting sell-off may have been an overreaction.

David Williamson owns shares of Express Scripts. The Motley Fool recommends and owns shares of Express Scripts and Gilead Sciences. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.