Cardinal Health showcases scalable growth of at-Home Solutions, diabetes market play 

DUBLIN, Ohio – Cardinal Health’s at-Home Solutions business was given increased attention during a recent investor day, providing Rob Schlissberg, president, an opportunity to “tell our story.” 

“It was the first time we did one of these under our current operating structure,” he said. 

Cardinal Health is now comprised of five businesses: Pharmaceutical and Specialty Solutions, Global Medical Products and Distribution, and Other, which includes at-Home Solutions, Nuclear and Precision Health and OptiFreight Logistics. 

And a story Schlissberg had to tell, on the heals of Cardinal Health’s acquisition of Advanced Diabetes Supply Group (ADSG) for $1.1 billion. Ever since the acquisition, he said at-Home Solutions has been working “fast and furious” to transform its supplies business, which now includes ADSG and Edgepark. That means melding the best of both companies, like ADS’s strength in patient engagement and management and Edgepark’s broader expertise across categories. 

“There’s a really nice balance,” he said. 

As one of Cardinal Health’s “growth businesses” that story also included an analysis of the untapped diabetes market, specifically for continuous glucose monitors, Schlissberg said. 

“There’s about a 65% gap for those eligible for CGM that are not using CGM and within that, there’s somewhere in the neighborhood of four million or five million people who are diagnosed with diabetes who are also on insulin and who are eligible for CGM and not using CGMs and should be using CGMs,” he said. 

To meet increased demand, at-Home Solutions has opened three new distribution facilities in the last three years – an additional facility in Texas, and two facilities in two new states, Ohio and South Carolina. Each has top-of-the-line technology that leverages robotics and automation, Schlissberg said. 

“By our fiscal year 2028, as part of this big transformation in the distribution network, we will more than double our revenue per square foot,” he said. 

A potential storm on the horizon could be CMS’s plans to resurrect its national competitive bidding program for DMEPOS. CGMs haven’t been an included in past rounds of the program, but it could be this time due to its increased utilization. Schlissberg pointed out, however, that CMS has made positive changes to the CGM benefit in the past year, including allowing 90-day billing. 

“This is not a commodity product,” he said. “We should be doing everything we can to increase access to CGMs.”