Cardinal Health (CAH) and Australia-based Telix recently entered a deal, selecting CAH as a commercial radiopharmaceutical distributor to supply finished unit doses of Telix's PET agent, Zircaix, for the imaging of kidney cancer in the United States, subject to regulatory approval.Telix and Cardinal Health already have a contract in place under which CAH has successfully commercialized Telix’s PSMA-PET imaging, Illuccix, approved for diagnosing prostate cancer in men.Likely Trend of CAH Stock Following the ...

Cardinal Health (CAH) closed the latest trading day at $113.28, indicating a +0.1% change from the previous session's end. The stock fell short of the S&P 500, which registered a gain of 0.13% for the day. Elsewhere, the Dow saw an upswing of 0.55%, while the tech-heavy Nasdaq depreciated by 0.52%.The prescription drug distributor's shares have seen an increase of 3.02% over the last month, not keeping up with the Medical sector's gain of 3.34% and the S&P 500's gain of 3.67%.The investment community will b ...

- Increase in endogenous cortisol production achieved in all patients in higher dose cohorts of BBP-631, a result seen for the first time ever in CAH patients - The gene therapy was well tolerated with no treatment-related serious adverse events (SAEs) reported - Despite novel scientific advancements achieved with this program, the data do not warrant additional capital investment at this time and the gene therapy budget is being significantly reduced PALO ALTO, Calif., Sept. 10, 2024 (GLOBE NEWSWIRE) -- B ...

文章核心观点 - 公司在过去两年内进行了大规模的业务重组和战略调整,取得了良好的财务业绩,包括近50%的累计每股收益增长和近70亿美元的累计调整后自由现金流 [5][6] - 公司将重点放在了最大的业务部门医药分部,并通过一系列措施如剥离不利业务、加大有机投资和并购等来提升业务竞争力 [7][8][9] - 公司还保留和加大投资了核医学和精准健康业务、家庭医疗解决方案业务以及OptiFreight物流业务,认为这些都是公司未来的重点增长领域 [9] 医药分部 - 公司医药分部在未来一年预计将实现15%-18%的收入增长,主要来源于新客户的获取和现有客户的业务扩张 [20][21][22][24][26][29] - 公司认为医药分部的增长主要来自于药品价格上涨,而不是销量增长,预计未来几年药品价格上涨将保持在低个位数水平 [24][25][26] - 公司失去了与Optum的部分业务,但这反而减少了公司在Humira等产品上的收入风险敞口 [27][28][29] 医疗分部 - 公司医疗分部主要服务于急诊和手术中心等大型医疗系统,这些客户在疫情后已经基本恢复正常运营 [31][32][33] - 公司正在投资国内新的制造能力,以应对一些监管和关税带来的影响 [43][44][45][46] 其他业务 - 公司的核医学和精准健康业务、家庭医疗解决方案业务以及OptiFreight物流业务都受益于行业的有利趋势,是公司未来的重点增长领域 [48][49][50][51][52] - 公司未来将继续优先考虑在这些业务领域进行有机投资,同时也不排除适当的并购机会 [53][54][55][56] - 公司在过去一年取得了出色的自由现金流表现,主要得益于全员的努力 [59][60]

会议主要讨论的核心内容 - 公司在过去两年中取得了强劲的财务表现,累计每股收益增长近50%,累计调整后自由现金流近70亿美元 [5][6] - 公司采取了一系列策略来简化业务、专注核心、加大重点增长领域的投资 [6][7][8] - 公司成立了业务评审委员会,对整个业务组合进行了评估,并做出了一系列调整和决策 [7][9][10] - 公司优先发展最大的制药业务,并进行了一些收购和投资,如收购Specialty Networks公司 [8][17][18][19] - 公司还决定保留和投资核心医疗业务,如核医学和精准健康业务、家庭医疗解决方案业务和OptiFreight物流业务 [9][48][49][50][51][52] 问答环节重要的提问和回答 - 公司是否已经从防守转向进攻,未来发展方向如何 [11][12][13] - 公司收购Specialty Networks的原因和效果如何 [16][17][18][19] - 公司制药业务在当前环境下仍能保持15%-18%的高增长,主要原因是什么 [20][21][22][24][25][26] - 公司如何应对国际运输成本大幅上涨的影响,并保持利润目标不变 [34][35][36][37][40][41] - 公司正在投资的其他业务,如核医学和精准健康、家庭医疗解决方案、OptiFreight物流,未来发展潜力如何 [48][49][50][51][52] - 公司未来的并购策略和重点是什么 [53][54][55][56][57][58]

WASHINGTON and DUBLIN, Ohio, Sept. 10, 2024 /PRNewswire/ -- In observance of today's World Suicide Prevention Day, Children's Hospital Association (CHA), Cardinal Health (NYSE: CAH), and Zero Suicide Institute (ZSI) celebrate early success of the Preventing Youth Suicide Collaborative, a collaborative funded by the Cardinal Health Foundation, led by CHA, and informed by ZSI's prevention expertise.Since 2022, 30 children's hospitals have focused on early detection and intervention, sharing innovative strateg ...

Cardinal Health (CAH) closed at $112.80 in the latest trading session, marking a +0.92% move from the prior day. This change lagged the S&P 500's 1.16% gain on the day. Elsewhere, the Dow saw an upswing of 1.2%, while the tech-heavy Nasdaq appreciated by 1.16%.The the stock of prescription drug distributor has risen by 11.03% in the past month, leading the Medical sector's gain of 4.5% and the S&P 500's gain of 3.48%.The investment community will be closely monitoring the performance of Cardinal Health in i ...

Cardinal Health, Inc. (NYSE:CAH) Morgan Stanley 22nd Annual Global Healthcare Conference September 5, 2024 8:30 AM ET Company Participants Matt Sims - VP, IR Aaron Alt - CFO Conference Call Participants Erin Wright – Morgan Stanley Erin Wright Hi, good morning, everyone. My name is Erin Wright. I'm the Head Healthcare Services Analyst at Morgan Stanley, and we're happy to have with us this morning Cardinal Health in a very kind of dynamic morning for drug distribution. And with us today, we have Aaron Alt, ...

会议主要讨论的核心内容 公司业务表现及展望 - 公司预计2025财年医药和专科解决方案EBIT增长1%-3%,主要受益于核心医药业务低个位数增长和专科业务的持续贡献 [6][9][10] - 公司医药业务收入将下降4%-6%,但剔除大客户合同不续约的影响,实际增长15%-18%,反映公司组合中快速增长的业务 [7][8] - 公司预计未来将获得100亿美元的新客户和现有客户的扩展业务,这将有助于利润增长 [8] 医药行业动态 - 公司预计医药需求环境保持稳定,并能够通过规模优势和组合管理在仿制药领域保持一致的市场动态 [9] - 公司密切关注药品价格环境,能够利用规模优势和成本优势管理仿制药组合,并预计品牌药价格上涨趋势将保持一致 [20][21] - 公司关注医改政策IRA的影响,认为作为一个相对低利润且资本密集的行业,公司的服务将需要得到适当补偿 [22] 专科业务发展 - 公司专科业务过去3年复合增长率达14%,未来将继续保持增长势头 [24] - 公司正在通过内生和外延方式投资专科业务,如收购Specialty Networks拓展肿瘤、胃肠和风湿等治疗领域 [25][27][29] - 专科网络收购带来了治疗领域的渠道和技术能力,有助于公司进一步发展专科业务 [27][28] 医疗业务转型 - 公司医疗业务2024财年利润增加2.4亿美元,主要通过控制通胀、提升Cardinal Health品牌和简化优化组合实现 [38] - 公司预计2026财年医疗业务EBIT将达3亿美元,未来将继续推进上述三大策略 [38][40][42] - 公司预计医疗行业整体需求将保持低个位数增长 [40] 其他业务发展 - 公司将加大对核medicine、居家医疗和OptiFreight等其他业务的投资,预计2025财年这些业务利润将增长10% [51][52] - 公司未来将在保持财务稳健的前提下,审慎考虑在专科、居家医疗等领域的并购机会 [54][55][56]

-Cardinal Health Inc. (CAH) is well-poised for growth, given its acquisition-driven strategy, a diversified product portfolio and a robust pharmaceutical segment. However, inflationary pressure remains a concern.Shares of this Zacks Rank #3 (Hold) company have risen 1.5% in the year-to-date period compared with the industry’s 0.1% growth. The S&P 500 Index has gained 11.7% in the same time frame.          CAH, with a market capitalization of $27.49 billion, is a nationwide drug distributor and service provi ...