Cardinal Health, Inc. · NYSE:CAH
Cardinal Health — Merger or Acquisition (November 2024)
12 slides from Cardinal Health's merger presentation, Nov 12, 2024
Slide 1: Cardinal Health Special Conference Call
Cardinal Health Special Conference Call November 12, 2024 © 2024 Cardinal Health. All Rights Reserved.
Slide 2: Cautions Concerning Forward-Looking Statements
• Cardinal Health Special Call | Forward-looking statements Cautions Concerning Forward-Looking Statements This presentation contains forward-looking statements addressing expectations, prospects, estimates and other matters that are dependent upon future events or developments. These statements may
Slide 3: Strategic and Financially Compelling Acquisitions
• Cardinal Health Special Call | Today’s Announcements Strategic and Financially Compelling Acquisitions Executing against our long-term value creation plan Expands our breadth in Specialty 1 • Advances specialty care for patients • Foundation of a multi-specialty platform for further national expan
Slide 4: Transactions Details
• Cardinal Health Special Call | Today’s Announcements Transactions Details Our priorities remain unchanged Cardinal Health to acquire a 71% Cardinal Health to acquire the Advanced controlling interest in GI Alliance for Diabetes Supply Group for ~$1.1bn cash ~$2.8bn cash To operate as a unit within
Slide 5: Pursuing Assets in Attractive Markets
• Cardinal Health Special Call | Today’s Announcements Pursuing Assets in Attractive Markets Our priorities remain unchanged Specialty / GI Home Healthcare / CGM Specialty is the fastest growing part of pharmaceutical industry Rapid growth in home healthcare ~$40bn GI TAM with ~76M Americans with GI
Slide 6: GI Alliance Overview
• Cardinal Health Special Call | GI Alliance GI Alliance Overview The leading GI MSO and the foundation of a multi-specialty platform for further growth Business Overview Significant Expansion of Specialty Business Delivery of value and exceptional care • Leading national management services for pat
Slide 7: Building a Platform to Provide Best-In-Class Support to Community-Based Physicians
• Cardinal Health Special Call | GI Alliance Building a Platform to Provide Best-In-Class Support to Community-Based Physicians 7 © 2024 Cardinal Health. All Rights Reserved.
Slide 8: Advanced Diabetes Supply Group Overview
• Cardinal Health Special Call | Advanced Diabetes Supply Group Advanced Diabetes Supply Group Overview A leading national direct-to-patient diabetes supplier with complementary capabilities Business Overview Expansion of at-Home Solutions Tailored to best support individual • Delivers comprehensive
Slide 9: at-Home Solutions Continues to Accelerate
• Cardinal Health Special Call | Advanced Diabetes Supply Group at-Home Solutions Continues to Accelerate Through focused investments to meet growing demand for home healthcare ADSG enhances capabilities to at-Home Solutions portfolio spans numerous end-to-end capabilities better support individual
Slide 10: Executing Against Our Strategy
• Cardinal Health Special Call | Capital Allocation Framework Executing Against Our Strategy The transactions meet our rigorous investment criteria on growth, profitability, integration and returns Cardinal Health Financial Impact Balance Sheet Funding Integration Dividend Share Expected to be accre
Slide 11: Compelling Investment Thesis
• Cardinal Health Special Call | Today’s Announcements Compelling Investment Thesis Moving healthcare forward 1 Build upon the growth and resiliency of Pharmaceutical and Specialty 2 Execute GMPD Improvement Plan initiatives 3 Accelerate growth in key areas 4 Relentless focus on shareholder value cr
Slide 12: Forward Looking Non-GAAP Measures
Forward Looking Non-GAAP Measures In this presentation, the Company presents certain forward-looking non-GAAP metrics. The Company does not provide outlook on a GAAP basis because the items that the Company excludes from GAAP to calculate the comparable non-GAAP measure can be dependent on future ev
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