Keckley Report February 27, 2023
Last week was a week for big announcements in healthcare:
· Amazon closed its $3.9 billion acquisition of primary care company One Medical.
· UnitedHealth Group (UHG) closed its $5.4B acquisition of home-health provider LHC Group which operates in 37 states.
· Humana announced its plan to exit the employer-sponsored insurance market.to focus on its Medicare Advantage strategy.
· Walgreens CEO Rosalind Brewer announced it is shifting its focus from retail drug stores to urgent care vis a vis its plan to acquire Village MD in a $9 billion deal announced in November. (Note: Village MD acquired primary care provider Summit Health-CityMD for $8.9 billion in November.
· Already the owner of insurer Aetna, CVS this month agreed to acquire...