November 27, 2007 
When you are in healthcare, all you ever hear about is how tight the margins are and how important it is to manage costs. Obviously, healthcare has produced a lot of wealth over the years for a lot of people. In my time at Express Scripts, the stock when from $37 in 2001 to (split adjusted) about $180 when I left in 2006. (Not bad)
I thought this chart which I found in an IBM publication did a good job of portraying how the investment market has viewed and rewarded healthcare. This is based on a payor (HMO) index. The PBM index would probably be even higher over that same time period as Medco, Express Scripts, and Caremark have grown immensely over the past decade.
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