djacome

Location: New York City

Bio: Equity research analyst - consumer sector. Prvsly covered healthcare for ~3 yrs. Tufts BA, Top 20 MBA, CAIA. CFA Level II candidate, CMT Level II candidate

djacome
http://t.co/vche9Bg positive on $CVS $WLP $UNH http://t.co/88AIP9V cites PBM turnaround, valuations, diversified top lines

Dec. 29 at 1:49 AM

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djacome
hearing $CI looking to unload PBM??? need color here - post if you have scoop

May. 18 at 9:08 PM

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djacome
gave4 you all $QSII under 50 - crushed it, just hit $59 and going higher ...squeezing all the bears here till oblivion

May. 18 at 9:07 PM

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djacome
$CVS gets a haircut after analyst day reveals nothing new under sun

May. 18 at 9:06 PM

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djacome
$WCG pops on settlement, note that this is old news

May. 18 at 9:05 PM

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djacome
$ALLI = niche disease mgmt for people with HIV

May. 18 at 9:05 PM

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djacome
$ALLI = good fit for $WAG

May. 18 at 9:04 PM

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djacome
crushed that $ALLI - hearing chatter

May. 18 at 9:04 PM

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djacome
nice day for flu $BCRX

May. 18 at 9:04 PM

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djacome
$CVS will be in play Friday $$

May. 14 at 10:54 PM

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djacome
$MHS CEO "“If I were President Obama, I wouldn’t touch having a government health plan" $$

May. 14 at 10:53 PM

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djacome
$MHS CEO doesnt like what is going on in DC http://bit.ly/5awWZ

May. 14 at 10:52 PM

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djacome
$CI had good day too - see my pre mkt heat on chatter its PBM is on the block

May. 14 at 10:52 PM

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djacome
like i said pre mkt - $CVH chatter - stock had a great day

May. 14 at 10:52 PM

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djacome
$CVS analyst day in NYC Friday $$

May. 14 at 10:51 PM

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djacome
More color on $VNDA - http://bit.ly/jDCD0

May. 14 at 6:37 AM

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djacome

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