Mckesson Corporation · NYSE:MCK
Mckesson — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
19 slides from Mckesson's conference presentation, Jan 10, 2023
Slide 1: McKesson Corporation J.P. Morgan Healthcare Conference
McKesson Corporation J . P. Morgan Healthcare Conference January 10, 2023 Brian Tyler Chief Executive Officer
Slide 2: Cautionary Statements
Cautionary Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may be identified by their use of terminology such as “believes,” “expects,”
Slide 3: A Diversified Healthcare Services Company
A Diversified Healthcare Services Company
Slide 4: Our Company Priorities
Our Company Priorities Expand Focus on Oncology People Evolve and and Sustainable and Grow the Biopharma Core Culture Portfolio Ecosystems Growth Advancing healthcare Significant progress in Differentiated assets Scaled and durable for all exiting European region and capabilities distribution assets
Slide 5: Foundation for long-term growth
Foundation for long-term growth Purpose: Vision: Advancing health Improve care in every setting – outcomes for all. one product, one partner, one patient at a time. I2CARE Values: Integrity/Inclusion Customer-first Accountability Respect Excellence 5 © 2023 McKesson Corporation. All rights reserved.
Slide 6: Impact-driven organization
Impact-driven organization Diversity, Equity Community Investment Sustainability and Inclusion and McKesson Foundation Donated $4M+ in 2022 to The SBTi has approved pharmacy schools to help McKesson’s near-term increase diversity and improve science-based emissions overall outcomes for vulnerable re
Slide 7: Leveraging distinct assets and capabilities to address healthcare challenges and drive growth
Leveraging distinct assets and capabilities to address healthcare challenges and drive growth Oncology Biopharma 18 million patients are living 13 million+ Americans skip or with cancer today delay filling prescriptions due to financial considerations 7 © 2023 McKesson Corporation. All rights reserv
Slide 8: End-to-end offerings in a $55B+ oncology market
End-to-end offerings in a $55B+ oncology market ~$30B+ Market opportunity ~$25B+ Market opportunity Drug Distribution Practice Management Clinical Trial Services Real-World Data, Evidence & Provider Technology Unity/Onmark GPO ~2,000 providers Lower margin Higher margin #1 distributor Treat ~15% 250
Slide 9: Differentiated oncology ecosystem built over time
Differentiated oncology ecosystem built over time Onmark GPO Distributor of specialty Community oncology The largest community Oncology-focused Internally developed pharmaceuticals Group Purchasing oncology network specialty pharmacy oncology technology Organization and insights business Clinical tr
Slide 10: Innovative biopharma services enabling better health outcomes
Innovative biopharma services enabling better health outcomes Access Affordability Adherence ~$6B+ Market Opportunity ~$1B+ Market Opportunity ~$8B+ Market Opportunity 67 million times $6B >25% Enabled patient access to of out-of-pocket savings for Improvement in patient medication annually patients
Slide 11: Scaled technology platform
Scaled technology platform Prescription Technology Solutions (RxTS) Pharmacy claims Automated insurer Patient assistance Automated hub Prescription price switch and automated authorization process programs, third party services and aligned transparency and copay programs with for drug coverage with
Slide 12: Oncology and Biopharma Services are key growth drivers
Oncology and Biopharma Services are key growth drivers Track record of innovation and value creation Large, growing markets with significant unmet needs Scaled platforms Differentiated portfolio of assets and capabilities Strategically positioned for success 12
Slide 13: Shareholder value creation framework
Shareholder value creation framework Organic • Revenue growth at or above market in all segments growth + • Disciplined tactics driving margin efficiency Operating • Increasingly innovative and efficient investments in areas leverage that drive better care and higher growth and margins + Capital • F
Slide 14: FY23 Adjusted EPS outlook
FY23 Adjusted EPS outlook Solid Business Performance Capital Deployment Excluding the contribution from COVID-19 related items Successfully exited 11 of the 12 European countries that and McKesson Ventures, FY23 guidance indicates 11% to we operated in 14% growth in Adjusted EPS Recently acquired Rx
Slide 15: Fiscal 2023 outlook at or above our long-term segment targets
Fiscal 2023 outlook at or above our long-term segment targets Fiscal 2023 Adjusted Segment Operating Profit: 1 Investor Day FY23 FY19 to FY23 Long-Term Targets Outlook Outlook CAGR U.S. Pharmaceutical 4% 5% to 7% growth 4% Prescription Technology 11% 16% to 22% growth 13% Solutions Medical-Surgical
Slide 16: Long-term financial framework
Long-term financial framework Organic Operating Capital Growth Leverage Allocation + + 6% to 8% contribution ~6% contribution 12% to 14% Baseline Adjusted EPS Growth Target 16 © 2023 McKesson Corporation. All rights reserved. See Supplemental Information for footnotes, definitions, and further non-G
Slide 17: Key takeaways from today
Key takeaways from today Diversified healthcare services company Impact driven organization with committed ESG initiatives Continued expansion of Oncology and Biopharma Services ecosystem Proven shareholder value creation framework and compelling investment thesis Executing on our strategy to delive
Slide 18: MCKESSON
MCKESSON
Slide 19: Footnotes
Footnotes These notes refer to the financial metrics and/or defined terms presented on: Slide 6 – Leveraging distinct assets and capabilities to address healthcare challenges and drive growth • 18 million patients are living with cancer today: patient statistics from American Cancer Society and Nati
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