A capacity tie-up between CVS Health and insurer Aetna may force the health-care dynamism to rethink and further shuffle ownership.
One analyst sees a natural ally between Wal-Mart and Humana as a reason the retail giant could gain the health insurer. Humana steers its members to Wal-Mart pharmacies for transactions on prescription co-pays.
“Humana and Wal-Mart have been in a very firmly relationship for six, seven years,” Dr. Ana Gupte, a senior health-care services analyst at Leerink Sharers, told “Squawk Box” on Friday.
Walgreens, Cigna and Anthem also may be to each those who are looking to strike a deal to better compete in the shifting aspect, according to Gupte.
She sees a potential deal for Humana going for sundry than $46 billion, saying a buyer would have to pay a “25 percent to 30 percent stock now.” The company has a market value of over $37 billion, according to FactSet.
CVS is arranging in on a $66 billion deal for Aetna, which would be the largest endlessly in health insurance history, according to an analysis of Thomson Reuters statistics.
The deal could improve CVS’ competitiveness to offer a fully integrated fitness insurance and drug service.