We Believe the Amazon/Berkshire/JP Partnership Will Not Disrupt the PMBs, MCOs, and Wholesalers
Amazon, Berkshire Hathaway, and JP Morgan Chase announced on Jan. 30 that the trio will form an independent healthcare company to help control healthcare costs for their U.S.-based employees, and while there could be some potential given the capital and clout of the three partners, we believe certain investors are underappreciating the moaty nature of the healthcare supply chain and the formidable competitive advantages that have insulated its major players. All potential new competitors would f...
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