Brian Tanquilut

Amazon.com, Inc. (NASDAQ: AMZN) announced its acquisition of PillPack, an online pharmacy previously targeted by Walmart Inc (NYSE: WMT). The transaction is seen to advance Amazon’s health care campaign to the detriment of the vast and diverse sector. What It Means For Amazon Amazon had...

Tenet Healthcare Corp (NYSE: THC) shares are up 128 percent year-to-date, reflecting cost-cutting efforts and earnings stabilization. But given the firm’s gains in top-line growth and multiple expansion, Jefferies expects the rally to come to an end.  The Rating Analyst Brian...

Walgreens Boots Alliance Inc (NASDAQ: WBA) suffered a blow Thursday when Amazon.com, Inc. (NASDAQ: AMZN) announced its official foray into the pharmacy business. The retailer’s stock plunged on the news, and while Jefferies backed investor sentiment, it measured a higher Walgreens valuation...

Here we have it: the largest deal of 2017. CVS Health Corp (NYSE: CVS) confirmed Monday its agreement to acquire Aetna Inc (NYSE: AET) as a standalone business unit for about $207 per share. The parties intend to close the deal in the second half of 2018 to yield $750 million in near-term synergies...

Shares of Envision Healthcare Corporation (NYSE: EVHC) were trading notably lower by more than 30 percent Wednesday morning in reaction to the company's disappointing earnings report. Envision Healthcare cited the impact of hurricanes Harvey and Irma for its poor performance in the quarter, but...

Jefferies initiated coverage on Cardinal Health Inc (NYSE: CAH), AmerisourceBergen Corp. (NYSE: ABC) and McKesson Corporation (NYSE: MCK) Wednesday with Hold ratings. Jefferies’ analysis of prices paid by independent pharmacies for generic drugs leads analyst Brian Tanquilut to the conclusion...

Jefferies’ Brian Tanquilut maintains a bullish stance on Walgreens Boots Alliance Inc (NASDAQ: WBA), stating that the stock volatility over the past week, driven by speculations regarding FTC concerns with the pending Rite Aid Corporation (NYSE: RAD) deal, is just near-term “noise....

While mentioning the pullback in CVS Health Corp (NYSE: CVS) shares in recent months, Jefferies’ Brian Tanquilut expressed concern regarding the stock’s outlook for the next 12 months. Tanquilut initiated coverage of the company with a Hold rating and price target of $82. Stock...

Walgreens Boots Alliance Inc (NASDAQ: WBA) and Rite Aid Corporation (NYSE: RAD) shareholders have been in limbo in recent months, as they wait to see whether the proposed merger of the two drugstore chains will be approved by regulators. Earlier this month, FTC commissioner Terrell McSweeny said...

In a report published Friday morning, Jefferies analyst Brian Tanquilut and associate Jason Plagman provided some takeaways from the 2015 Jefferies Healthcare Conference. The analysts walked away with the sense that most companies were optimistic about "their near- and longer-term outlooks as...