2023年8月15日

信號:聯合健康Amedisys收購下進一步司法部審查後30天33億美元的交易是停了下來,直到與司法部“重大合規”的要求,與擔憂它可能被阻塞。計劃招收500000名受試者的研究,預計至少5000 bamlanivimab療法。8月11日宣布家庭和個人護理公司的收購Amedisys保健巨頭聯合健康集團將被暫停後,司法部(DOJ)請求更多信息的公司。協議,宣布,6月下旬Amedisys估值為每股101美元,其收盤價高出約10%的協議。它是一連串的收購聯合健康,這是已經進入家庭健康市場一段時間。推薦報告今年2月,該公司收購了大型強子對撞機集團,另一個球員,為54億美元。這筆交易還麵臨來自監管機構的審查。聯邦貿易委員會(FTC)去年6月請求更多信息,擴大交易的時間約6個月但最終允許它發生。家庭健康市場越來越有利可圖的一個。隨著人口在美國,和世界其他國家,年齡,低成本的需求,可以關心隻會增加。 As such, large insurers and providers are rushing to get a cut of the profits, often through pricey acquisitions. Companies like UnitedHealth are asset rich – with its total current assets sitting at over $89bn – and it is looking at throwing the weight of that cash at smaller firms in order to increase their portfolio. Last year it was finally able to buy healthtech company Change Healthcare for $13bn in a full cash deal, a 41.2% premium on the closing price of Change shares when the deal was announced the year before . These levels of premiums are necessary both to fight off competition – UnitedHealth jumped in with an offer for Amedisys after it had agreed to be bought by Optum just a month before – and because the companies being bought are highly successful in their own right. With giants able to pay over the odds for market share in new sectors of the industry, the only way to prevent their expansion is regulatory oversight. The fear of the DOJ is that the rapid pace of mergers and acquisitions being carried out by the company will create anti-competitive conditions in the home health market, despite LHC and Amedisys having very little geographical overlap. This is indicative of the more active role regulators have taken in the healthcare market since President Biden’s executive order in 2021 ordering more vigorous oversight. Likely encouraged by this, the FTC and DOJ have proposed updated antitrust guidelines that experts argue will make healthcare M&A more difficult, particularly in the case of deals like this where the acquirer isn’t currently a major player in the acquisition space. UnitedHealth reported a 16% year-on-year earnings growth in Q2 of this year, raising revenue to $92.9bn. Our signals coverage is powered by GlobalData’s Disruptor data , which tracks all major deals, patents, company filings, hiring patterns and social media buzz across our sectors. These signals help us to uncover key innovation areas in the sector and the themes that drive them. They tell us about the topics on the minds of business leaders and investors and indicate where leading companies are focusing their investment, deal-making and R&D efforts. Share this article