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The Cigna Group (CI)
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Teladoc Health Inc. (TDOC)
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WELL Health Technologies Corp. (WELL)
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Elevance Health Inc. (ELV)
Q: Hi there, wouldn't it be worthwhile for some to takeover WELL now, by paying a real good premium to todays price and yet... still scoop up WELL on the cheap, based on its future potential and better execution with new management/board?
If so, who do you feel would want to take over WELL?
What would be a good takeover price based on Q1 results and 2025 forward guidance?
Thanks!
If so, who do you feel would want to take over WELL?
What would be a good takeover price based on Q1 results and 2025 forward guidance?
Thanks!
5i Research Answer:
It might make sense to a private equity buyer (there are dozens) or a large healthcare company such as ELV or CI or even TDOC. But we highly doubt management would be interested anywhere near current levels. In such a deal we would expect the buyer would want it to be friendly and management to come on board as well, and this would mean paying up.