CVS Health and Aetna. Cigna and Express Scripts. Amazon, Berkshire Hathaway and JPMorgan Chase. Each one of these deals is evidence that corporate America will continue to march into the medical arena, uniting once-distinct healthcare enterprises under one roof. While the long-held divisions between U.S. healthcare stakeholders may be getting hazy, the aim is clear: to deliver convenient, high-quality care to consumers at a lower cost.
digital health tools,
pharma business model,
health and wellness
The walls are coming down throughout the healthcare ecosystem as cross-industry M&A activity continues. From Walmart’s interest in Humana to Cigna’s push for Express Scripts, vertical integration is pairing up pharmacies, payers and PBMs. Healthcare sectors once separated by rigid corporate HQs now will be separated by the flimsy, pushpin-filled walls of office cubicles. Such deals abound across the healthcare landscape, and in corporate America, too, where companies—many of which already act as their own payers—are teaming up with providers to offer in-house healthcare options to employees.
Paul Darling co-wrote this blog post with Pratap Khedkar.
This is the second post in a two-part series on the recently announced Berkshire Hathaway/Amazon/JPMorgan Chase healthcare venture.
The U.S. healthcare system is broken. Most healthcare stakeholders now are willing to admit that, and many are actively trying to fix it—or at least starting to talk about what it would take to do so. Many of the recent consolidations and vertical integrations are the involved parties’ attempts at solving for links in the healthcare chain that they previously had no access to, or influence over. Now three giants from corporate America are looking to wade deeper into healthcare delivery to see if they can make some fixes for their employees—and for themselves.
data and analytics,
employee health and wellness
Bill Coyle, Paul Darling and Pratap Khedkar co-authored this post with Howard Deutsch.
This is the first post in a two-part series on the recently announced Berkshire Hathaway/Amazon/JPMorgan Chase healthcare venture.
Look! Out in the distance! What’s that creature that’s destroying everything in its path? Why, it’s the scariest three-headed monster this side of Cerberus! It’s… it’s… it’s BerkshAmazMorgan! Will any of us be safe from this dreaded, rampaging beast?
CVS Health’s proposed purchase of Aetna and UnitedHealth Group’s plan to buy DaVita’s primary care units could bring a sea change for healthcare delivery. They are two examples of the corporatization of healthcare delivery and the broader evolution of the healthcare landscape that’s currently under way. In addition to securing the position of immediate care facilities and pharmacies as first-line healthcare providers—which is expected to continue to reframe the healthcare delivery model as we know it—these deals would affect all corners of the healthcare ecosystem in areas from data and analytics to drug pricing and pharmaceutical customer influence.
local healthcare market,
immediate care facilities