This does look like a death blow from multiple angles for ES.
I think ES does provide a service that people want regardless if it hurts Pharmacies and it doesn't hurt consumers if they want to pay for the service; but maybe it affects drug prices in other ways?
If the Cigna deal fails to go through they both owe some billions, coupled with Amazon in their space, ES looks doomed.
If Cigna's deal to acquire Express Scripts is terminated, either party could owe a fee of either $2.1 billion or $1.6 billion depending on the reason for the breakup, according to the filing.
I think ES does provide a service that people want regardless if it hurts Pharmacies and it doesn't hurt consumers if they want to pay for the service; but maybe it affects drug prices in other ways?
If the Cigna deal fails to go through they both owe some billions, coupled with Amazon in their space, ES looks doomed.