Wall Street Journal March 30, 2018
Spotlight brightens on Walgreens and Anthem as sector after a series of moves combining different businesses
The emergence of talks between Walmart Inc. WMT 1.37% and Humana Inc. HUM 0.48%creates pressure on the health-care companies that haven’t yet made deals, amid the rapid-fire integration that is reshaping the business of managing health care.
A Walmart-Humana deal—which is far from assured, as the companies are in early-stage talks about a variety of possible options—would become the latest sign of the sector’s rapid move toward combinations that unite different businesses under one roof. It would come in the wake of the $69 billion deal between drugstore chain and pharmacy-benefit manager CVS Health Corp. and insurer Aetna Inc., and insurer Cigna Corp.’s...
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