Bullen: OnRamp cut CVS product onboarding time from six to two months
“One of our portfolio companies, OnRamp is actually leveraging AI agents to onboard new products at companies wherever they may be implementing that technology. So as a quick example, CVS, who's one of their clients, whenever they have a new drug that they want…”
Sirota: Non-tech giants like Nike and CVS drive US engineering demand
“JP Morgan's a good example. Used to outsource a lot of their technology. Today, they're hiring thousands of engineers in the US. You have companies like Nike hiring a thousand engineers, CVS, thousands of engineers. So non-traditional tech has moved in to real…”
Aoun: Almost all recent retail acquisitions of primary care clinics failed
“Well, over the last kind of call it 12 months or so, pretty much every single one of those has failed. Right. And so Walgreens just completely wrote down village MD CVS. Well, you know, they just fired their CEO. You can go look at their stock Walmart, shut th…”
Appel: Rite Aid Cannot Survive Against CVS and Walgreens
“I just don't see them, I don't see them survive, because they're like the third wheel, and you've got two strong, nationwide, well-run competitors.”
Love: Fraud ring wholesaled stolen goods back to Walgreens and CVS
“They also had a ring of people who would go to hundreds of other stores, Walgreens, CVS, stuff like that,
Steal things.
And they had a giant warehouse of stuff, more millions of dollars where they're reselling stuff from other stores.
They actually started a w…”
Scotti: Vertical Consolidation Between CVS, Caremark, and Aetna Harms Consumers
“This mass consolidation we're seeing across American healthcare, where you're seeing insurers aligned to pharmacy benefit managers and even pharmacies. So if you look at like CVS, right, it's like CVS, CVS Caremark is their PBM. You know, and now Aetna. So you…”