CVS owns the 2nd largest prescription benefit management provider and is purchasing the 5th largest health insurance provider. They will be able to use differing co-pay levels to drive pharmacy business.
Walmart has been negotiating either a purchase or partnership with Humana. This may drive Walmart to be more agressive towards finalizing a deal or maybe even have them looking at a different potential target such as Cigna which has agreed the purchase Express scripts, the largest PBM.
I remember all the way back to when Merck spun out Merck Medco, which Express Scripts acquired (by that time, renamed Medco Health Solutions) to become the largest. Amazon is a guppy in an ocean with this acquisition. And yet Bezos owns WaPo, which is the basis for my statement.
I think he is specifically calling out the "tweeting" portion. IE, yes, companies have been lobbying to block their competitors for a while, but it's a fairly recent trend that all you have to do now is tell Trump he's the best and he will put out a twitter hit campaign against your competitors
