本周二，亚马逊、伯克希尔哈撒韦公司（Berkshire Hathaway）和摩根大通（JPMorgan Chase）联合宣布成立医疗公司，专门为三个集团的110多万名美国员工提供医疗服务。消息一出，多家医疗行业企业股价都出现了波动。
来自Evercore的分析显示，摩根大通目前通过Cigna和UnitedHealth Group的服务在自保基础上为员工提供健康福利；而亚马逊则主要使用非营利的Premera Blue Cross服务，同时使用ExpressScripts提供药物供给。
据悉，三家公司均会拍出代表参与新公司的运营，他们分别是伯克希尔投资总监Todd Combs、摩根大通的Marvelle Sullivan Berchtold和亚马逊的高级副总裁Beth Galetti。
Amazon, Berkshire Hathaway, and JPMorgan Chase on Tuesday announced a partnership to cut health-care costs and improve services for their U.S. employees. The announcement slammed the shares of multiple companies in the health-care sector.
The giant companies, which together employ more than 1.1 million workers, will launch an independent operation that's intended to be free from profit-making incentives.
The new company's goal at first will be to target technology solutions to simplify the health-care system.
Details of the new company were sketchy, with principals of Amazon, Berkshire and J.P. Morgan noting that the way it will work remains to be seen. They're hoping that their sheer size will help bring the necessary scale and resources to tackle the issue.
The announcement makes sense of Amazon's early moves in health care over the last year. It speaks to the desire to rip apart the traditional health-care system from distinctive silos. Experts have anticipated more deals and vertical integration in wake of CVS announcing its intention to buy Aetna.
Adam Fein, president of Pembroke Consulting, said it's "long past time" for employers like these three to force innovation into the health-care system.
Analysts echoed the sentiment that the health-care system is outdated and ripe for disruption, paving the way for the new endeavor. However, they cautioned it could take time. Some experts are skeptical the three companies can meaningfully lower costs and improve outcomes.
J.P. Morgan currently uses Cigna and UnitedHealth Group to administer health benefits on a self-insured basis and Amazon uses nonprofit Premera Blue Cross, according to Evercore analysts. Amazon uses ExpressScripts as its pharmacy benefits manager, said Leerink Partners' Ana Gupte.
Shares of Berkshire and J.P. Morgan fell slightly, while Amazon edged higher.
However, shares of health-care companies fell sharply. Express Scripts and Aetna sank 3 percent; Cigna slid percent while CVS and UnitedHealth fell 4 percent.
Amazon in particular can play a strong role if it promotes a greater presence for technological advances including artificial intelligence and information sharing platforms into health care, said Idris Adjerid, management information technology professor at the University of Notre Dame's Mendoza College of Business.
The announcement was light on details but said three top executives, one from each company, will take the lead on the project: Berkshire investment officer Todd Combs, J.P. Morgan's Marvelle Sullivan Berchtold and Beth Galetti, a senior vice president at Amazon.
Combs was a hedge fund manager before joining Berkshire in 2010. Berchtold was previously global head of mergers and acquisitions at drugmaker Novartis before joining J.P. Morgan last year, and Galetti was FedEx's vice president for planning, engineering and operations before joining Amazon in 2013, according to their LinkedIn profiles.