CVS qhov muag qhov chaw kho mob tom ntej tom qab Amazon tau txav mus rau Ib Kev Kho Mob

CVS Health Corp. tab tom nqis peev hauv cov tub ntxhais hluas cov chaw kho mob, thiab tej zaum yuav nrhiav tau lwm qhov.

CVS
CVS, TSO
-0.12%

tau nqis peev $ 100 lab hauv Carbon Health Inc., San Francisco-based chains ntawm cov chaw kho mob ceev- thiab thawj zaug, raws li kev tshaj tawm hnub Monday sawv ntxov. Tsuas yog teev tom qab, Bloomberg Xov Xwm tshaj tawm tias CVS tau nyob rau hauv kev sib tham los yuav Oak Street Health Inc.
OSH,
+ 4.25%
,
ib xyoo caum-laus cov chaw kho mob uas pab Medicare cov neeg tau txais kev pab, rau ntau tshaj $ 10 billion.

Kev lag luam pej xeem Oak Street tau xaus hnub nrog kev lag luam peev nyiaj qis dua $ 5.5 billion. Oak Street shares dhia ntau dua 35% hauv kev ua lag luam tom qab teev, thaum CVS Tshuag feem ntau ruaj khov. CVS tsis kam tawm tswv yim ntawm Oak Street daim ntawv tshaj tawm, thiab tsis kam hais ntxiv txog kev nqis peev Carbon Health.

CVS tau siv ntau xyoo thiab ntau txhiab nyiaj daus las los nthuav tawm los ntawm cov khw muag tshuaj mus rau lub tuam txhab kev pabcuam kev noj qab haus huv tag nrho, tshwj xeeb tshaj yog nrog nws qhov kev yuav cov ntawv pov hwm Aetna hauv 2018. Xyoo tas los, CVS tshaj tawm tawm tsam Amazon.com Inc.
AMZN,
+ 1.49%

thiab UnitedHealth Group Inc.
UNH,
+ 0.01%

kom tau txais Signify Health rau $ 8 billion.

CVS kuj tau tshaj tawm tias txaus siab rau One Medical, ib qho chaw kho mob thawj zaug, ua ntej Amazon pom zoo yuav nws lub tuam txhab niam txiv, 1Life Healthcare Inc.
ONEM,
-0.12%
,
rau ze li $4 billion xyoo tas los. Tam sim no, nws zoo li tau twv rau lwm cov tub ntxhais hluas zoo sib xws ntawm cov chaw kho mob.

Carbon Health yog ib lub lag luam muaj xya xyoo uas tau txais $ 100 lab hauv kev nqis peev los ntawm CVS Health Ventures, ib feem ntawm Series D puag ncig ntawm cov nyiaj. Cov nyiaj tau tshaj tawm tsuas yog ib hnub ua haujlwm tom qab Thawj Tswj Hwm Eren Bali tau piav qhia ntau dua 200 kev tawm haujlwm ntawm lub tuam txhab, piav qhia Hnub Friday hauv Twitter hais tias Carbon Health yog "kev ua haujlwm tseem ceeb xws li kev noj qab haus huv rau pej xeem, RPM, kho vajtse, cov kev pab cuam kho mob ntev los tsom rau peb cov kev saib xyuas tseem ceeb & kev saib xyuas ceev."

CVS kev nqis peev hauv Carbon Health yuav pab nyiaj rau qhov chaw tshiab ntawm nws cov chaw kho mob tseem ceeb thiab ceev ceev thoob plaws Asmeskas, Bali tau hais hauv xov xwm tshaj tawm hnub Monday sawv ntxov. Lub tuam txhab muaj 125 lub tsev kho mob kis thoob plaws 13 lub xeev tam sim no, raws li kev tshaj tawm.

Oak Street yog kwv yees li peb xyoos laus dua thiab loj dua me ntsis, nrog ntau dua 160 lub chaw kho mob thoob plaws 21 lub xeev. Lub tuam txhab mus rau pej xeem thaum Lub Yim Hli 2020 ntawm $ 21 ib feem thiab muaj nqis tshaj $ 15 nphom ntawm nws qhov siab tshaj 2021.

Oak Street shares tau poob 11.4% hauv 12 lub hlis dhau los, vim CVS Tshuag tau poob 12.2% thiab S&P 500 Performance index
SPX,
-0.08%

tau poob 16.8%.

Tau qhov twg los: https://www.marketwatch.com/story/cvs-eyes-next-generation-health-clinics-after-amazons-move-for-one-medical-11673313087?siteid=yhoof2&yptr=yahoo