Cvs Health Corporation · NYSE:CVS
Cvs Health — 40th Annual J.P. Morgan Healthcare Conference (January 2022)
15 slides from Cvs Health's conference presentation, Jan 11, 2022
Slide 1: Healthier happens now
40th Annual 2021 J.P.Morgan Healthcare Conference INVESTOR January 11, 2022 DAY Healthier happens now KAREN S. LYNCH President and Chief Executive Officer SHAWN M. GUERTIN Executive Vice President and Chief Financial Officer
Slide 2: Cautionary statement concerning forward-looking statements
These presentations include forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of CVS Health Corporation. The statements made in the presentations today and the information that is included in th
Slide 3: Key 2021 accomplishments
“Beat and raise” forecast for 2021 adjusted EPS all four quarters with revised guidance of $8.33-8.38, ~12% above midpoint of initial guidance Key 2021 Key to nation’s COVID-19 pandemic response with ~59M accomplishments vaccines and ~32M tests administered1 Engaged more than 80% of our 35M+ unique
Slide 4: Our vision
Becoming the leading health solutions company for consumers our vision Delivering a superior health care experience for consumers Driving improved health outcomes, lower costs, higher levels of engagement and broader access to high quality care 4 4 ©2022 ©2022CVS CVSHealth Healthand/or and/orone one
Slide 5: CVS Health is an established leader in key segments of the health care sector
CVS Health is an established leader in key segments of the health care sector Health Care Benefits Grow government businesses and offer integrated Our momentum to benefit designs lead will continue to deliver sustainable, profitable growth Pharmacy Services Continue to provide industry-leading drug
Slide 6: Only CVS Health has this unique collection of assets
Only CVS Health has this unique collection of assets… Destination and partner of choice for consumers in communities across America 100M+ aggregated health care lives Differentiated care delivery assets (community, home, virtual) Uniquely Industry-leading pharmacy fulfillment assets positioned to de
Slide 7: Bold shifts in our strategy, unifying our business around the consumer health experience
1 Advance all-payer primary care delivery capabilities Optimize retail portfolio to serve as community 2 health destinations …that enables us to make bold shifts in our strategy, unifying Diversify our growth portfolio with new 3 health services our business around the consumer health experience to
Slide 8: Adding new primary care assets to create a truly consumer-centric care delivery model
1 Adding new primary care assets to create a truly consumer-centric care delivery model Comprehensive Seamless connectivity with primary care services NP-led distributed infrastructure CVS primary care clinics Consumer-focused approach MSO–enabled MDs Digital-first model inclusive to design for seni
Slide 9: Optimizing our retail portfolio to serve as community health destinations
2 Optimizing our • Advanced primary care centers retail portfolio to serve as • Enhanced CVS HealthHUB® locations community health destinations • Core pharmacy fleet 9 ©2022 CVS Health and/or one of its affiliates.
Slide 10: Diversifying our growth portfolio with new health services
3 • Launch new payer and provider enablement services Diversifying our • Expand home health services for growth portfolio complex populations with new health services for employers, • Initiate health-related subscription consumers, payers, models for broader populations and providers • Commercialize
Slide 11: Accelerating a digital-first, technology forward, open-platform approach
4 Accelerating a digital-first, technology forward, open-platform approach >35M 360° • Expanding reach of digital users CVS Health digital Health customers dashboard • Increasing consumer engagement • Launching new capabilities, >80% new products and services Engaged with • Modernizing our infrastru
Slide 12: Foundational businesses create opportunities to drive deeper engagement with an omnichannel approach
5 Our foundational businesses create opportunities to drive deeper engagement with consumers with an omnichannel approach Home Focus on highest risk patients with complex Community medical and social needs Virtual National approach that is convenient, affordable and uses intelligent care at the clic
Slide 13: Long-term capital generation and deployment critical to execute our vision
Long-term capital generation and deployment critical to execute our vision 25 to 35% | Invest in our business • Organic capital expenditures • Maintain statutory capital in regulated entities 20% | Provide attractive dividend yield $40 - $50B • Dividend growth over time in line with adjusted EPS gai
Slide 14: What you can expect from CVS Health
• Strong, sustainable growth in our foundational businesses • Meaningful cost improvements • Powerful cash flow generation What you can expect from CVS Health • Strategic capital deployment • Consumer-focused approach • Commitment to sustainable business practices and employee development • Pathway
Slide 15: Endnotes
Endnotes All data is provided by CVS Health Enterprise Analytics or other internal CVS Health Sources, unless otherwise noted. All data is as of September 30, 2021, unless otherwise noted. 1. Represents number of COVID tests and vaccines administered YTD December 31, 2021. 2. https://sciencebasedtar
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