Morningstar Analyst Vishnu Lekraj says Express Scripts Holding Company (ESRX) is one of his top stock picks at the moment. He says the company is poised to see an increase in demand for its services.
“It’s a pure-play pharmacy benefit manager, but the services this firm provides again push us through, or at least helps clients capture as much savings as possible from their drug benefit plan,” Lekraj says.
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In addition, Lekraj says Express Scripts also helps clients run their drug benefit plans significantly more efficiently than they can do on their own — a service clients will increasingly be seeking in the coming years.
“So the services Express Scripts provides will be in great demand over the next several decades,” Lekraj says.
He says Express Scripts is one of the key opportunities that investors should keep an eye on if they want to benefit from the health care industry’s positive economics. And, he says if there were significant discount to the share price, he would “be a buyer of their equity all day.”
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