Thoughts on CVS' CEO Departure from Roulston Expert

Randy Vogenberg, Principal, Institute for Integrated Healthcare, and one of our leading consultants in the healthcare group commented on the pending retirement of CVS Caremark's CEO Tom Ryan. Randy believes there is high likelihood CVS will sell Caremark and reposition their Minute Clinic operations following the pharmacy giant's struggles with Caremark's integration. He notes that historically all Caremark buyers had to sell it at a loss.

In an unrelated observation, Mr. Vogenberg suggests that the debate over the new CMS leader Don Berwick is bound to result in a controversy around for-profit hospitals and other provider systems reliant on Medicare/Medicaid business.