Wall Street Sees CVS, Aetna Deal as Defensive Play

The video discusses CVS's defensive strategy against new competitors like Amazon and the entrance of PBMs by companies like Anthem and Aetna. It explores the speculation around a potential merger between Aetna and CVS, highlighting the challenges and opportunities such a merger could present. The discussion also touches on the healthcare industry's outlook under the Trump administration, emphasizing the importance of lowering costs and improving services to benefit consumers.

Discuss the potential outcomes of a merger between Aetna and CVS.

What role does the Trump administration play in the scrutiny of healthcare deals?