CVS Health 将药房业务从健康保险业务中拆分
CVS Health to split pharmacy chain from health insurance
1. 核心事实剥离
CVS Health 宣布将其约 9,000 家药房、店内诊所及邮配处方业务拆分为独立的 CVS Pharmacy,而 Aetna 保险与 Caremark 福利管理业务继续留在 CVS Health;最可交易的变量不是收入增长,而是监管复杂度、资本配置与集团估值折价能否下降。〔SRC:"CVS Health said they will split off its 9,000 pharmacies, in-store clinics and mail order prescription business into a business named CVS Ph
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