That's because building clinics requires a lot of capital, and the locations typically lose money for several years before becoming profitable, according to Tanquilut. Walgreens could potentially exit that market altogether. The company said in a securities filing in August it is considering a sale of its primary care provider VillageMD. But Tanquilut said it may not make sense for CVS to sell Oak Street Health or Signify Health because "they're actually hitting their numbers." Signify saw 27% year-over-year revenue growth in the second quarter, while Oak Street sales grew roughly 32% compared with the same period last year, reflecting strong patient membership, CVS executives said in an earnings call in August. Oak Street ended the quarter with 207 centers, an increase of 30 from last year, executives added. "Why get rid of them when they're still strategic in nature?"