Amazon Is Going to Crush This Entire Group of Companies | Consultancy

Amazon.com Inc. (Nasdaq: AMZN) is about to bang at a new target.

“It’s a amount of when, not if,” David Larsen told audience in a address endure Thursday.

Larsen is an analyst at Leerink Partners, an aristocratic bazaar allowance close that’s an able on bloom affliction stocks.

From my 20 years on Wall Street, I apperceive that Leerink’s analysts are top-notch.

When they say something, you pay attention… which is absolutely what abounding of you charge to do now.

Because if Amazon enters this market, it would affectation an actual blackmail to abounding of your stocks.

These are popular, dividend-paying stocks that I’m assertive abounding of you own.

And that’s abhorrent account for you and your portfolio.

See, here’s what happens if Amazon targets your stock…

First, they alpha traveling down.

Second, as the business that your banal controls gets “Amazoned,” it keeps traveling down.

In this case, it’s a business that’s apparent as safe. It has abounding barriers to entry, according to one of the CEOs who’s accepting targeted.

However, an analyst at a consultancy believes otherwise.

“They are confusing instantly if they do it differently,” says Linda Cahn at Pharmacy Benefit Consultants.

So, what’s the business that Amazon is accepting accessible to disrupt?

Ripe to Be Amazoned

It’s the decree biologic market.

You may not accept accepted this, but afore you get your drugs from your bounded drugstore, they go through absolutely a agrarian ride.

This bizarre activity enriches middlemen. It aswell makes drugs added big-ticket by as abundant as 36%.

This is a big deal. Total decree biologic spending in the U.S. was $457 billion in 2015. And it’s set to accelerate to $610 billion by 2021, according to contempo research.

The accepted arrangement is a gold abundance for the middlemen – companies like Walgreens Boots Alliance Inc. (Nasdaq: WBA), CVS Bloom Corp. (NYSE: CVS) and Express Scripts Holding Co. (Nasdaq: ESRX) get affluent off of us.

That’s because in the end, all the added banknote comes from you and me, a lot of anon through college copays at the pharmacy and from ascent bloom allowance rates. Finally, we aswell pay through our taxes if we pay for government programs like Medicare and Medicaid.

In added words, this accumulation of companies is accomplished to be Amazoned.

Transparency and Efficiency

You see, Amazon specializes in bringing amount accuracy and ability to the businesses it goes after. That’s because these are businesses that accomplish their money because they abridgement accuracy and efficiency.

“Amazon could accompany accuracy into a exchange that is absolutely lacking,” says Cahn.

Amazon poses a real, absolute blackmail to the big angishore companies, according to Leerink Partners.

I agree. And the banal bazaar is acquainted and alpha to amount in this threat.

Already, the banal of CVS is down from its top point hit in May 2016. Walgreen is down from its top in August 2015. Finally, Express Scripts is down from its top point in July 2015.

I accept that these companies are traveling to get destroyed by Amazon. That’s because their alone accurate aggressive advantage is information.

It acclimated to be harder to get advice about biologic prices and pharma spending. However, this is no best true.

This advice is now accessible widely. And in Amazon’s hands, it’ll become a flamethrower that destroys the profits these middlemen businesses generate.

Death Accessories for Your Money

When Amazon enters this business, it’ll cut prices. We apperceive this because of added businesses that accept been Amazoned. It’s aswell the aboriginal affair that Amazon did if it got ascendancy of Whole Foods, which it afresh acquired.

With that, the profits margins of CVS, Walgreens and Express Scripts are traveling to be crushed. Their stocks will follow.

Now, abounding of you are traveling to be tempted to buy these stocks. They are traveling to attending cheap. And they’ll accumulate searching cheap. But don’t be absorbed into them.

I accept these companies are afterlife accessories for your money. They are doomed. Amazon and avant-garde companies like it are traveling to drove them until they are gone.

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