Pros
With the changes that Cardinal Health has seen in the past few months, there my be quite a few opportunites for substantial growth coming soon. The inclusion of George Barrett has provided clarity around objectives in the pharmaceutical segment, as well as needed leadership. The posibilities of a spin-off of the clinical products segment leaves possibilities of a very dynamic, high margin company leveraging some well known brands in the healthcare marketplace.
Cons
With a history of growth-by-acquisition that Cardinal Health has leveraged, one can easily get lost in the complexities of the individual businesses. Cardinal Health is a corporate environment and as such can be a bit stuffy although steps have been recently to make executives more accessible such as removing office space and restricting cubical size for middle management. In moves to restrict operating costs individual perks such as technology updates and travel have been restricted, although recent pledges by CEO Kerry Clark have promised re-investing in the infrastructure to catch and surpass our competitors.