CVS Pharmacy
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 24, 2026 by AJ Loiacono · across every show →
Everything said about CVS Pharmacy, oldest first
Aug 24, 2026 negative
Loiacono: A $10M ARR startup is nothing in consolidated healthcare markets
“Healthcare is highly consolidated. CVS, Cigna, and United Healthcare. Three publicly traded companies, all of which are I'm gonna say Fortune eight, Fortune 10, Fortune 14, respectively, in that range. And so when you're battling with titans, yeah, ten million…”