Amazon Threat Causes Shakeout in the Health-Care Industry

  • CVS Health, Aetna in deal talks as pharmacy business suffers
  • Online retailer seeks state wholesale licenses, roiling foes

Leerink's Gupte Says Aetna Merger Defensive for CVS

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Amazon.com Inc. is casting a long shadow over the health-care industry.

The prospect of the giant Internet retailer entering the business is beginning to cause far-reaching reverberations for a range of companies, roiling the shares of drugstore chains, drug distributors and pharmacy-benefit managers, and potentially precipitating one of the biggest corporate merger deals this year.