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$ESRX 2Q15 Call: Home delivery. Our model of alignment drives a higher mail penetration over the long term. Over the past 2 years, we have had lower-than-expected retention levels of our existing clients, resulting in a loss of disproportionate number of home delivery scripts.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.