Surprise? CVS Health and Aetna announced their long-rumored merger. Relevant links below.
This transaction will create a healthcare organization with significant market share in the pharmacy, pharmacy benefit management (PBM), and health insurance businesses. There could be many potential opportunities for new consumer-oriented offerings. Finding the consumer value in this multi-headed $221 billion behemoth will be a major challenge.
Read on for my initial thoughts on the deal and what it means for PBMs, manufacturers, and pharmacies. I also highlight some of the implementation challenges.
Feel free to add your own thoughts on this mega-deal in the comments below. (Yes, you can comment anonymously.)
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