Why Aetna Could Be an Attractive Target for CVS

The video discusses CVS's strategic move to acquire Aetna, driven by limited growth opportunities in its core business and the looming presence of Amazon. CVS aims to transform into a healthcare delivery company, expanding its minute clinics and infusion centers. The acquisition raises questions about CVS's existing contract with Anthem, a competitor of Aetna. The video also explores the evolution of the PBM market, highlighting United Health's success with Optum as a potential model for CVS and Aetna's integration.

What potential challenges could arise from CVS's deal with Aetna?

How does the acquisition of Catamaran by United Health relate to CVS's strategy?