That’s why CVS is trying to buy Aetna. They’re going to be everything from your insurer, to your walk in clinic to your pharmacy. Maybe they’ll buy a hospital chain and go full stack.
CVS Health has PBM arm that serves other health plans, so it would be interesting to see how their health plan customers react. Health plan + PBM combo is nothing new, but health plan owning retail pharmacy chain would be interesting.
I don't think they will be buying hospital chain any time soon. Many are not for profit, and they are too fragmented to be integrated.
It's like the systemd of brick and mortar retail.
so Kaiser Permanente, basically
Kaiser still has the "everything in the same building" advantage. There are some down sides to Kaiser, but seeing my doctor, getting immunizations, having blood drawn for labs, having prescriptions filled and being out the door 45 minutes after I arrived isn't one of them. It's damn convenient.
CVS just announced a potential 60bn bid for Aetna.