This Week's Highlights
- News about the potential Walmart (WMT) acquisition of Humana (HUM) is the next chapter in the changing dynamics of the healthcare sector.
- If completed, the acquisition would pair one of the largest and most well-known retailing brands with a large insurance provider. But it’s not the first. CVS entered an agreement to purchase Aetna in December 2017. How did we get here?
- In our view, uncertainty around healthcare is at an all-time high as the midterms approach and political messaging begins.
- Some companies see this an opportunity. Amazon (AMZN) is working to establish itself in the medical supplies segment and recently announced a partnership with Berkshire Hathaway (BRK.A) and JP Morgan (JPM) to form an independent health care company for their employees.
Read More: Healthcare Shakeup.
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