Mckesson Corporation · NYSE:MCK
Mckesson — J.P. Morgan Healthcare Conference 2021
16 slides from Mckesson's conference presentation, Jan 12, 2021
Slide 1: McKesson Corporation J.P. Morgan Healthcare Conference
McKesson Corporation J.P. Morgan Healthcare Conference Brian Tyler Chief Executive Officer January 12, 2021
Slide 2: Cautionary Statements
Cautionary Statements Except for historical information contained in this presentation, matters discussed may constitute “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, that involve risks and uncerta
Slide 3: Our Vision
Our Vision: To improve care in every setting – one product, one partner, one patient at a time
Slide 4: Favorable trends lead to continued growth in the U.S. healthcare market
Favorable trends lead to continued growth in the U.S. healthcare market U.S. Market Dynamics Favorable Trends 4.2% Total Pharmaceutical Market 1 Innovative therapies Growth (5-year CAGR) Shifting sites of care 12.5% Oncology Market Growth (5-year CAGR)1 Aging population 6 Biosimilar launches (2020)
Slide 5: Leading positions with differentiated assets and capabilities
Leading positions with differentiated assets and capabilities Delivering Facilitating 19B+ healthcare transactions, 500+ 1/3 of all enabling >$5B in annual prescription savings biopharma brands prescription served across medicine in North America >94% of Delivering medical-surgical #1 distributor in
Slide 6: Delivering on key priorities to maximize growth
Delivering on key priorities to maximize growth Strengthen the Core & Invest in Growth & Streamline the Business New Opportunities Completed Change Healthcare exit and created Invested over $100M5 internally into Oncology and German wholesale JV with Walgreens Boots Alliance Biopharma Services a
Slide 7: Executing a clear growth strategy to drive long-term value
Executing a clear growth strategy to drive long-term value Oncology Biopharma Services Providers Pharmacies Biopharma Patients Payers Strengthening the core & streamlining the business enables further investment and innovation 7
Slide 8: Targeted investments over time have enhanced our portfolio of leading and differentiated oncology assets
Targeted investments over time have enhanced our portfolio of leading and differentiated oncology assets 2007 2008 2010 2016 2020 Onmark GPO Distributor of Community oncology The largest community Oncology-focused Internally developed Specialty Group Purchasing oncology network specialty pharmacy on
Slide 9: Ontada: Delivering real-world insights for real-world impact
Ontada: Delivering real-world insights for real-world impact Ontada is a technology and insights business dedicated to transforming the fight against cancer Launched in December 2020 2,000+ oncology providers use the Value Proposition iKnowMedSM EHR Leveraging data and Delivering evidence- insights
Slide 10: Leading Biopharma Services assets create a powerful Prescription Technology Solutions business
Leading Biopharma Services assets create a powerful Prescription Technology Solutions business 2006 2017 2018 2020 Prescription Technology Solutions (RxTS) • Pharmacy claims switch & • Automated insurer approval • Hub services and patient • Automated hub services and automated copay programs for dru
Slide 11: How McKesson has responded to the COVID-19 pandemic
How McKesson has responded to the COVID-19 pandemic Our Team Supply Chain Vaccine Support Extended medical benefits Expanded partnerships to secure Operating as the centralized and expanded telehealth options additional product and meet distributor of refrigerated and for employees incremental
Slide 12: We are amplifying our Sustainability & ESG strategy and action
We are amplifying our Sustainability & ESG strategy and action Recent Highlights • Recognized for diversity & inclusion efforts in 2020: • Joined the UN Global Compact, demonstrating • Forbes: one of best employers for diversity commitment to making progress against the UN • Disability Equality Inde
Slide 13: Disciplined and balanced capital allocation approach
Disciplined and balanced capital allocation approach Operating Cash Flow FY18 – FY20: $12.8B Disciplined Capital Allocation Strategic Growth Return Capital to Shareholders M&A $3.9B Dividends $0.9B Internal Investments $1.6B Share Repurchases $5.3B Underpinned by Maintenance of Investment-Grade Cred
Slide 14: McKesson delivers shareholder value
McKesson delivers shareholder value Investing in Driving Focused Capital Serving Growth Areas Innovation Deployment Communities Transforming the culture for long-term success 14
Slide 15: McKesson
MCKESSON
Slide 16: Appendix
Appendix 1 Source: IQVIA, National Sales Perspectives, December 2020. Five- year CAGR beginning 2015 and ending November 2020. IQVIA expressly reserves all rights, including rights of further copying, distribution and republication. McKesson does not warrant or represent the accuracy of IQVIA data o