Don’t Get Too Excited About CVS/Aetna
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 4 December 2017
⏱️ 21 minutes
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Summary
CVS finally makes an official $69 billion bid for Aetna. Industry Focus host Kristine Harjes shares why this massive healthcare deal might not clear regulatory hurdles. Plus, we discuss Blue Apron’s upgrade, the importance of customer acquisition costs, and National Cookie Day. MarketFoolery’s holiday music festival continues with some help from Carly Rae Jepsen.
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Transcript
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| 0:00.0 | This episode of Market Foolery is brought to you by Casper, a sleep brand that continues to revolutionize its line of products to create an exceptionally comfortable sleep experience one night at a time. |
| 0:11.0 | Get $50 off any mattress purchase by visiting Casper.com slash Fool and using the promo code |
| 0:17.4 | fool at check out. |
| 0:19.5 | It's Monday, December 4th. |
| 0:22.0 | Welcome to Market. |
| 0:23.2 | I'm Chris Hill joining me in studio. |
| 0:25.9 | It's the host of industry focus. |
| 0:28.5 | One of the hosts of industry focus. |
| 0:29.8 | Christine Harjus, thanks for being here. |
| 0:31.6 | Thanks for having me, Chris. |
| 0:32.6 | The news fairy showed up on Sunday, as some of you might have seen, in the form of a massive |
| 0:39.6 | health care deal. CVS buying Aetna for the tidy sum of $69 billion and that's why the host of the |
| 0:49.0 | health care edition of Industry Focus is in the studio with me. |
| 0:53.0 | There's a lot to get to with this deal. |
| 0:56.0 | So let me start with this. |
| 0:59.0 | When you saw the news, what was the first thing that went through your mind? |
| 1:03.6 | I was like, oh that finally. |
| 1:05.4 | It has been reported, I was going to say rumor, but it has been reported for weeks now that these two have been talking. |
| 1:13.0 | Yep, yeah, these details are not really that surprising at all. |
| 1:17.0 | Even the fact that CVS is looking to do a deal like this, not surprising at all. |
| 1:22.0 | We've known for a while now that management's looking |
| 1:24.2 | at 2017 as a rebuilding year for CVS and they've pretty heavily foreshadowed that an acquisition |
... |
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