CVS May Be Close to Buying Aetna for More Than $65B

The video discusses skepticism surrounding a vertical merger between a health insurer and a drug benefit management plan, highlighting past antitrust issues and DOJ opposition. It explores the complexity of the pharmaceutical supply chain and the potential for disruption and synergies by consolidating middlemen. The merger is seen as a strategic move, possibly in response to competition from companies like Amazon.

In what ways might the current deal be seen as a defensive move against competitors like Amazon?

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What potential benefits are suggested from consolidating the various players in the pharmaceutical supply chain?

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