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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

作為 CVS 健康的併購挑選，橡樹街健康可能是下一個雷達
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.
  • 橡樹街健康公司 紐約證券交易所代碼：OSH）股票的交易價格較高， CVS 健康科技股份有 據報導，紐約證券交易所代碼：CVS）正在探索收購初級保健中心運營商。
  • 彭博新聞週一報導，援引熟悉此事的人。
  • 該報告補充說，尚未作出最終決定，討論可能會通過。
  • 橡樹街在美國各地經營 169 個中心，在去年年底為超過 159,000 名患者提供護理服務。
  • 私募股權公司一般大西洋和 Newlight 合作夥伴共同擁有該公司的 39％，由彭博社編制的數據顯示。
  • CVS 還表示有興趣擴展到初級保健領域，據報導，是收購初級保健提供者的投標人之一 卡諾健康公司 (紐約證券交易所代碼:CANO) 退出前。
  • 9 月，CVS 同意收購 表示健康 以每股 30.50 美元的現金計算，總交易價值約為 80 億美元。
  • 在 摩根大通醫療會議, 橡樹街健康發布初步 2023 指南.
  • 管理層預計 2023 年的營收為 3-15 億美元（與 30.5 億美元的共識估計相比）。
  • 預測調整 EBITDA 虧損 2.65 億美元至 2.25 億美元。
  • 此外，管理層預計將在 2023 年底結束，204 個中心和高風險成員在 205,000-21 萬之間。
  • 管理層還縮小了 2022 年的指引，以北的收入為 21.55 億美元，經調整後 EBITDA 虧損大於 2.750 萬美元（較之前的 292.5）至 $287.5 百萬美元的指引下降）。
  • 價格行動： 在星期二上次檢查的上市前會議期間，職安健股價上漲了 36.90％，價格為 30.90 美元。
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