I think a lot of people are missing the point here. If you look at Apple's big push into new markets (Healthkit) and the mobile market direction (possibly towards wearables) which have a huge upside when paired with a high quality health data collection market. So Apple is moving to a good position in the front end of the coming health care aware wearables market but that's not nearly as valuable as having one of the hugest backend healthcare services providers as a close partner. IBM is a huge health care cloud provider, I'm pretty sure they are the largest in fact. So imagine an end to end health care data solution, Apple controlling the actual devices and health kit based software clients and IBM gathering and storage/analysis services in the cloud. It's a huge market in the US alone and a fantastic way for Apple to gain a large chunk of the wearables market, with a better integrated end to end solution.

I have no inside info but I can't imagine that Apple isn't thinking of this as a move going forward.