A CVS Breakup, Hinge’s go-public rumors, and an Epic Breakdown

Hospitalogy October 1, 2024
Blake Madden

Sending thoughts and prayers to the city of Asheville as it deals with extensive damage from the hurricane. Very cool to see the rapid response. Here’s how to donate if you feel so inclined.

And special shout out to Paul Keckley, who uploaded his weekly newsletter from Asheville by connecting to a local REI Outfitters wifi hub. What an absolute legend.

CVS’ Struggles Continue as the Firm Considers a Company Breakup

The WSJ reported today (paywall) that CVS is considering a company breakup. More context: Glenview Capital plans to push for changes at CVS.

I wrote about CVS’ struggles here earlier this year. TL;DR –