Option Care Health, Inc. · NASDAQ:OPCH
Option Care Health — J.P. Morgan Healthcare Conference 2025
13 slides from Option Care Health's conference presentation, Jan 13, 2025
Slide 1: Extraordinary Care That Changes Lives
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED EXTRAORDINARY CARE THAT CHANGES LIVES January 2025 J.P. MORGAN HEALTHCARE CONFERENCE 1
Slide 2: Disclaimers: Forward-Looking Statements
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Disclaimers Forward - Looking Statements This presentation may contain “forward - looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward - looking statements can be
Slide 3: Disclaimers: Non-GAAP Measures
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Disclaimers Non - GAAP Measures In addition to reporting financial information in accordance with generally accepted accounting principles (“GAAP”), we are a lso reporting Adjusted net income, Adjusted EBITDA, and Adjusted earnings per share ("Adju
Slide 4: OPCH at a Glance
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED OPCH AT A GLANCE ▪ A leading independent provider of home and alternate site infusion services licensed in all 50 states ▪ Infrastructure that supports a broad set of clinical services across a variety of care sites ▪ Proven track record of integra
Slide 5: Strongly Positioned to Capture Growing Demand
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Strongly Positioned to Capture Growing Demand 5 WELL - POSITIONED TO EXPAND PATIENT ACCESS AND INCREASE THE NUMBER OF PATIENTS SERVED 1 NHIF 2020 Trend Report, DHC data, and Management estimates 2 Reflects Q3 2024 revenue data; Commercial also incl
Slide 6: Valuable Tech-Enabled Platform Across Stakeholder Spectrum
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Valuable Tech - Enabled Platform Across Stakeholder Spectrum 6 Health Systems ▪ We provide consistent and reliable services to help health systems transition patients, freeing up beds and helping them manage DRGs ▪ We embed highly trained clinical
Slide 7: Accelerated Financial Performance
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Accelerated Financial Performance 7 CONSISTENT TRACK RECORD OF EXECUTION AND ATTRACTIVE GROWTH PROFILE 1 2024 unaudited preliminary estimated results reported January 13, 2025 2 CAGRs are based on midpoint of 2024 unaudited preliminary estimated ra
Slide 8: Recent Highlights
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Recent Highlights 8 Signed definitive agreement to acquire INTRAMED Plus ▪ A leading provider serving patients in South Carolina ▪ Diversified therapeutic and service offerings with broad geographic coverage across the state ▪ Expected to close in
Slide 9: Diversified Revenue Base
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Diversified Revenue Base 9 Option Care Health operates one integrated network supporting a broad set of therap ies , which can be generally categorized as acute and chronic therapies REVENUE COMPOSITION 1 ▪ Primarily generic drugs ▪ Typical product
Slide 10: Balanced Revenue and Gross Profit
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED ▪ More than 75% of product margin generated by generic and biosimilar therapies that typically have more stable economics ▪ Branded therapies represent approximately half of revenue but less than 25% of product margin ▪ Branded therapy product evol
Slide 11: Robust National Platform with Comprehensive Clinical Solutions
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Robust National Platform with Comprehensive Clinical Solutions Referral Source Service Model Place of Administration Key Attributes Home and Alternate Site Infusion Model ▪ Compounding and dispensing through Pharmacy ▪ RN oversight with Pharmacist
Slide 12: Growth strategy priorities
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED 12 ▪ Continue to invest in clinical and operational capabilities to leverage national platform with local responsiveness , deepening our collaboration with health systems and prescribers through unwavering dependability ▪ Deepen partnerships with n
Slide 13: Reconciliation to Non-GAAP Measures
© 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED Reconciliation to Non - GAAP Measures 13 For historical reconciliations of non - GAAP financial measures, please see our SEC filings and other financial reports, which are available on our website at investors.optioncarehealth.com
Option Care Health — J.P. Morgan Healthcare Conference 2025 on 6ix