AKTIEN IM FOKUS: Übernahme von Aetna setzen CVS-Health-Aktien unter Druck (Seite 9) | Diskussion im Forum

[faultcode]

Antwort auf Beitrag Nr.: 58.088.437 von faultcode am 28.06.18 14:58:17

CVS-Aetna, Cigna-Express Scripts mergers close to Justice Department approval

5.9.
Antitrust approval may come in the coming weeks

https://www.marketwatch.com/story/cvs-aetna-cigna-express-sc…

[faultcode]

Antwort auf Beitrag Nr.: 58.020.598 von faultcode am 19.06.18 19:40:34

Amazon hat wieder zugeschlagen

premarket: -9%

...und nicht nur dieser Wert nach unten.

CVS, Walgreens among pharmacy stocks trading lower after Amazon announces acquisition of online pharmacy PillPack
https://www.marketwatch.com/story/amazon-to-acquire-online-p…

=>
Amazon.com Inc. said Thursday that it has agreed to acquire PillPack, an online pharmacy that pre-sorts medications into different doses and handles both refills and renewals.

PillPack delivers medications to customers and specializes in customers who take multiple prescriptions per day. The deal is expected to close in the second half of the year, and terms weren't disclosed. "PillPack's visionary team has a combination of deep pharmacy experience and a focus on technology," said Jeff Wilke, the chief executive officer of Amazon's Worldwide Consumer segment, in a release.

Shares of pharmacy stocks CVS Health Corp., Walgreens Boots Alliance Inc. and Rite-Aid Corp. are down in premarket trading. Rite-Aid shares turned lower on the news, after they were initially up following earnings results. Insurers UnitedHealth Group Inc. and Aetna Inc. have seen their stocks fall as well.
Shares of Walmart Inc., McKesson Corp. and Express Scripts Holding Co. are also down.

[faultcode]

+4.5% (z.Z.)

..an einem wirklich schwachen Börsen-Tag:

=> Flucht in "Sicherheit"?

keine neuen News: https://cvshealth.com/newsroom/press-releases#press-release

[faultcode]

CVS And Aetna Are Changing The Healthcare Paradigm

https://seekingalpha.com/article/4182317-cvs-aetna-changing-…

=>
• CVS & Aetna are changing the healthcare paradigm
• CVS's stock has lost a lot of value from taking on huge amounts of debt, but is now cheap on an absolute and relative basis
• Free cash flow generation is exceptional which alleviates much of my debt concern
• Buy-and-Hold CVS

=>...
With the recent proposed purchase of Aetna (NYSE:AET), CVS (NYSE:CVS) has positioned itself as the only player in the market with such a significant market share in both the pharmacy and healthcare insurance markets.

It seems highly likely the deal will close given neither of these companies control too much of their respective industries to worry about anti-trust issues. In light of this, CVS has detailed some very high-level plans for integration. A team has been developed with execs from both companies to help accomplish 1) $750mm worth of synergy savings in two years and 2) “to create the long-term roadmap for success in growth.”

The latter is rather ambiguous, but I agree all the same that the marriage of CVS and Aetna can deliver long-term returns for investors who are willing hold this stock for a few years.

Demand for health care is only going to increase. With increasing drug costs (+) and an aging American population, CVS will have a steadily growing market in years to come. CEO Larry Merlo cited in an investor relations call that 10,000 baby boomers turn retirement age every day. That creates an irreversible stream of participants coming to market and by combining the two companies, it offers a holistic treatment to each customer that also captures revenue at each point in the process...


(+) hier habe ich Einwände: die Zuwachsraten der Vergangenheit (in den USA) lassen sich nicht mehr so wiederholen.
Grob gesagt, (mMn) sterben die Leute zunehmend eher, bevor sie überhaupt in der Lage sind - als Masse - weitere (eigene) Geldmittel ins US-Gesundheitssystem zu pumpen


--> Medicare-Schwierigkeiten lassen grüssen:
New warnings about cuts to Social Security and Medicare are a reason to worry
https://www.marketwatch.com/story/new-warnings-about-cuts-to…
(Pflichtlektüre mMn)

[Performancekiller]

Antwort auf Beitrag Nr.: 57.558.903 von flying.kangaroo am 17.04.18 01:57:45

Besten Dank für die Info!

[flying.kangaroo]

Antwort auf Beitrag Nr.: 57.557.481 von Performancekiller am 16.04.18 20:50:55

Amazon hat seine Pläne für den Verkauf und Vertrieb von pharmazeutischen Produkten auf Eis gelegt.

https://www.cnbc.com/2018/04/16/amazon-business-not-selling-…

[Performancekiller]

Gibt es Gründe für diesen starken Anstieg?Oder sind das Shorteindeckungen?

[faultcode]

CVS Health to initiate trial of home dialysis device as part of new kidney disease initiative

https://www.marketwatch.com/story/cvs-health-to-initiate-tri…

=>
...CVS Health Corp. said Wednesday it was launching a new initiative to focused on chronic kidney disease, including early identification of kidney disease and the expansion of home dialysis.

As part of the home dialysis program, CVS will initiate a clinical trial to demonstrate the safety and efficacy of a new hemodialysis device in support of a planned submission to the Food and Drug Administration to obtain market clearance.

"Many patients believe in-center dialysis is their only kidney failure treatment choice, and do not know about patient-centered options, including home dialysis or kidney transplant," said Joseph Vassalotti, chief medical officer of the National Kidney Foundation.

The stock, which slipped 0.9% in premarket trade, had slumped 17% over the past three months through Tuesday, while the S&P 500 had lost 4.0%.

[faultcode]

als einzig grosser - "alter" - US-Retailer wächst CVS Health Corporation = vormals CVS Caremark Corporation = davor CVS Corporation:

[faultcode]

weitere, vertikale Fusion im US-Sektor

https://www.finanzen.net/nachricht/aktien/fuer-67-milliarden…

=>...
Der Krankenversicherer Cigna will dem "Wall Street Journal" (WSJ) zufolge den auf Preisverhandlungen spezialisierten Dienstleister Express Scripts für insgesamt 67 Milliarden Dollar (53 Mrd Euro) schlucken. Das Volumen beinhalte die Übernahme von Schulden in Höhe von 15 Milliarden Dollar, teilte Cigna am Donnerstag in Bloomfield mit...

Express Scripts (heute; Quelle GF):
* EV-to-EBITDA 8.00
* Operating Margin % 5.49
* Debt-to-EBITDA 2.18
* Forward PE Ratio 8.61
* 3-Year EBITDA Growth Rate 17.50

=> aber keine Dividende.