A potential tie-up between CVS Health and also also also insurer Aetna may force the health-care industry to rethink and also also also further shuffle ownership.
One analyst sees a natural connection between Wal-Mart and also also also Humana as reason the retail giant could acquire the health insurer. Humana steers its members to Wal-Mart pharmacies for deals on prescription co-pays, which could lead to another blockbuster deal.
“Humana and also also also Wal-Mart have been in a very tight relationship for six, seven years,” Dr. Ana Gupte, a senior health care services analyst at Leerink Partners told “Squawk Box” on Friday.
Walgreens, Cigna and also also also Anthem also may among those who are looking to strike a deal to better compete inside shifting landscape, according to Gupte.
She sees a potential deal for Humana going for more than $46 billion, saying a buyer might have to pay a “25 percent to 30 percent premium currently.” The company features a market value of over $37 billion, according to FactSet.
CVS is actually closing in on a $66 billion deal for Aetna, which might be the largest ever in health insurance history, according to an analysis of Thomson Reuters data.