《财富》水晶球：2014全球大事预测

    麦克森公司将购买Rite Aid公司

    高居《财富》美国500强排行榜(Fortune 500)第14名的公司将收购位列第113名的公司。仿制药行业已经迅速地整合巩固，这个行业主要的分销商麦克森公司( McKesson Corp)正在寻求新的投资目标。但就在这家公司在欧洲扫货之际，它的美国竞争对手捷足先登，纷纷与排名前两位的美国连锁药店运营商沃尔格林( Walgreen)和CVS达成收购协议。分析师表示，作为剩下的局外人，公司(Rite Aid)与麦克森公司有可能结为连理。“如果我是来爱德的话，看到最大的两个竞争对手在仿制药零售领域携手获得了更好的交易，我或许会尝试跟进，”FBR资本市场公司(FBR Capital Markets)的汤姆•加卢奇这样说道。麦克森已经否认了该公司有收购美国零售商的意向，但同时又说，它“似乎是最合乎逻辑的合作伙伴，”如果不是径直收购的话。

    概率: 20%。

    McKesson will buy Rite Aid

    No. 14 on the Fortune 500 buys No. 113. The generic-drug industry has been quickly consolidating, and major distributor McKesson Corp. (MCK, Fortune 500) is pursuing new ventures. But while it went shopping in Europe, its American competitors called dibs on the top two U.S. pharmacy chains, striking purchasing deals with Walgreen (WAG,Fortune 500) and CVS (CVS, Fortune 500). The odd men out, Rite Aid (RAD, Fortune 500) and McKesson, could become bedfellows, analysts say: "If I'm Rite Aid, seeing two of my biggest competitors partnering up for better deals on generics, I might be motivated to try and keep up," says Tom Gallucci of FBR Capital Markets. McKesson has denied interest in a U.S. retailer, but "seems like the most logical partner," he says -- if not outright buyer.

    Odds: 20%.