- Height Securities' Andrea Harris says managed care firms are not the ones in the crosshairs of Amazon (NASDAQ:AMZN), Berkshire Hathaway (NYSE:BRKa) and JPMorgan (NYSE:JPM)'s planned venture into healthcare. The margins are too thin and setting up a care network is expensive and difficult.
- The companies at greater risk are drug makers, wholesalers, pharmacy benefit managers (PBMs) and specialty pharmacies since this is where scale and efficiencies can make the biggest impact. Ms. Harris says if Amazon acquires Express Scripts (NASDAQ:ESRX), the only remaining large cap PBM remaining, it would be in a strong position to drive down prices.
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