PitchBook September 14, 2022
Amazon, Walmart and CVS are once again shaking up the healthcare industry with a series of acquisitions and partnerships that bring the retailers further into healthcare delivery. Chief among their goals: Bring innovation and increase access to care both in the home and at clinics and retail locations.
The acceleration of strategic activity by deep-pocketed newcomers to healthcare services has implications for VC and PE investors in spaces such as primary care, Medicare Advantage (MA), care coordination and value-based care enablement—portending potential exit opportunities as well as competition.
What’s driving the news
- July 21, 2022: Amazon announces it will acquire One Medical for $3.9 billion; CVS had been in advanced talks to acquire the company.
- Aug. 21, 2022:...