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Oak Street Health Might Be Next On Radar As M&A Pick For CVS Health

Oak Street Health Might Be Next On Radar As M&A Pick For CVS Health

作为 CVS Health 的并购选择，橡树街健康可能成为下一个关注焦点
Benzinga Real-time News ·  2023/01/10 08:07
  • Oak Street Health Inc (NYSE:OSH) shares are trading higher as CVS Health Corp (NYSE:CVS) is reportedly exploring an acquisition of primary care center operator.
  • Bloomberg News reported on Monday, citing people familiar with the matter.
  • The report added that no final decision has been made, and discussions could fall through.
  • Oak Street operated 169 centers across the U.S., providing care for more than 159,000 patients at the end of last year.
  • Private equity firms General Atlantic and Newlight Partners collectively own roughly 39% of the company, data compiled by Bloomberg shows.
  • CVS had also expressed interest in expanding into the primary care space and was reportedly among the bidders to acquire primary care provider Cano Health Inc (NYSE:CANO) before backing out.
  • In September, CVS agreed to acquire Signify Health for $30.50 per share in cash, representing a total transaction value of approximately $8 billion.
  • At JP Morgan Healthcare Conference, Oak Street Health released preliminary 2023 guidance.
  • The management expects 2023 revenue of $3-$3.15 billion (compared to the $3.05 billion consensus estimate).
  • The forecasts adjusted EBITDA loss of $265 million to $225 million.
  • In addition, management expects to end 2023 with 204 centers and at-risk members between 205,000-210,000.
  • The management also narrowed its 2022 guidance, with revenue to come in north of $2.155 billion, with adjusted EBITDA loss to be greater than $287.5 million (down from the previous guidance of $(292.5)-$(287.5) million).
  • Price Action: OSH shares are up 36.90% at $30.90 during the premarket session on the last check Tuesday.
  • 橡树街健康公司 纽约证券交易所代码：OSH）股价走高，因为 CVS Health 公司 据报道，纽约证券交易所代码：CVS）正在探索收购初级保健中心运营商。
  • 彭博新闻周一援引知情人士的话报道。
  • 报告补充说，尚未做出最终决定，讨论可能会失败。
  • 橡树街在美国经营169个中心，截至去年年底，为超过15.9万名患者提供护理。
  • 彭博社汇编的数据显示，私募股权公司General Atlantic和Newlight Partners共同拥有该公司约39％的股份。
  • CVS也表示有兴趣向初级保健领域扩张，据报道，CVS是收购初级保健提供者的竞标者之一 卡诺健康公司 （纽约证券交易所代码：CANO）在退出之前。
  • 9月，CVS同意收购 象征健康 每股现金为30.50美元，相当于总交易价值约为80亿美元。
  • 在 摩根大通医疗保健会议，橡树街健康发布了2023年初步指导方针。
  • 管理层预计2023年的收入为30-31.5亿美元（而共识估计为30.5亿美元）。
  • 预测将2.65亿美元的息税折旧摊销前利润亏损调整为2.25亿美元。
  • 此外，管理层预计到2023年底将有204个中心，风险成员在20.5万至210,000人之间。
  • 管理层还缩小了2022年的预期，收入将超过21.55亿美元，调整后的息税折旧摊销前利润亏损将超过2.875亿美元（低于之前的预期（292.5亿美元）-2.875亿美元）。
  • 价格走势： 在周二最后一次盘前交易中，OSH股价上涨了36.90％，至30.90美元。
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