Keckley Report December 17, 2018
In healthcare circles, 2018 will be remembered as the year of big deals and new players. By contrast, 2019 is likely to be the year of THE GREAT DEBATE.
In 2018, the most notable storylines about healthcare were these:
Big Deals: 2018 was a record year for deal-making in healthcare. Per Refinitiv, big pharma, health insurers and providers agreed to record high $421 billion in transactions—11% of total. Examples: Optum’s $4.9 billion acquisition of DaVita Medical Group; Takeda’s $77 billion acquisition of Shire; CVS’ $69 billion acquisition of Aetna; Sanofi’s $11 billion acquisition of Bioverativ; KKR’s $9.5 billion acquisition of Envision; Celgene’s $9 billion acquisition of Juno; Cigna’s $67 billion acquisition of Express Scripts and others.
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