Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen?
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According to many market commentators, value investing doesn’t work the way it used to, and some tout statistics that growth has outperformed value over the last decade. Is value investing dead?
Companies are worried about Amazon’s potential entry into the retail pharmaceutical industry. However, a slower changing older population, combined with the fact that Amazon’s sales would only represent a small portion of total drug sales, suggests that it is unlikely to have a significant impact on the industry.
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