Earnings ImprovementThe improvement in Aetna's Stars ratings should translate to a $700 million AOI boost next year, with management having high visibility into this year-over-year tailwind.
Financial StrategyA potential CVS-private equity partnership would help lessen the capital investment burden associated with the buildout of the OSH clinic base.
Growth OpportunitiesManagement highlighted continued execution across other areas of the portfolio, including growth opportunities within Cordavis, roll out of CostVantage, momentum across care delivery assets, and ongoing strength in prescription trends for Pharmacy and Consumer Wellness.