McKesson Corporation · NYSE:MCK
McKesson — J.P. Morgan Healthcare Conference 2019
13 slides from McKesson's conference presentation, January 2019
Slide 1: McKesson Corporation J.P. Morgan Healthcare Conference
McKesson Corporation J.P. Morgan Healthcare Conference Brian Tyler President and Chief Operating Officer
Slide 2: Forward-Looking Statements
Forward-Looking Statements Some of the information in this presentation is not historical in nature and may constitute forward-looking statements, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by the
Slide 3: McKesson At A Glance
McKesson At A Glance $208B $3.8B 78,000 FY18 Revenues FY18 Free Cash Flows1 Worldwide Employees2 1Reflects non-GAAP measure defined as net cash provided by operating activities less property acquisitions and capitalized software expenditures. Such capital expenditures were approximately $0.6 billion
Slide 4: Putting The Patient At The Center Of What We Do
Putting The Patient At The Center Of What We Do Delivering 1/3 of all Treating ~1M cancer prescription medicine patients annually in the in North America U.S. Oncology Network Serving ~700M Providing medical-surgical customers annually supplies to >200,000 across Europe medical practices in the U.S.
Slide 5: Industry Dynamics
Industry Dynamics Cost, Quality and Access Drug Pricing and Change / Reform Reimbursement New Entrants Specialty Innovation Pipeline 5
Slide 6: Industry Dynamics: How McKesson Is Responding
Industry Dynamics How McKesson Is Responding • Scaled, efficient distribution and global sourcing • Leading pharmacy technology solutions • Navigated changes successfully in past • Well positioned in low cost of care settings • Active engagement with all stakeholders • Scaled reimbursement services
Slide 7: Diverse Solutions That Enhance Patient Care
Diverse Solutions That Enhance Patient Care U.S. Pharmaceutical European and Specialty Pharmaceutical Medical-Surgical Solutions Solutions Solutions Other • Delivering 1/3 of all • Leading wholesale/retail • #1 in the ambulatory • Canada prescription medicine provider and post-acute care – #1 in Can
Slide 8: U.S. Pharmaceutical And Specialty Solutions
U.S. Pharmaceutical And Specialty Solutions Leading With Our Core Offerings Across Multiple Channels Broadened our Extended our Enhanced solutions for McKesson Life Value Prop to Retail Pharmacy Community-Based Sciences Health Systems Footprint Specialists • Customers include all top • Diverse set o
Slide 9: Medical-Surgical Solutions
Medical-Surgical Solutions Leader Across Alternate Site Markets Market Leader for the Ambulatory and Post-Acute Care Continuum Physician Home Health Office Agencies Laboratories Infusion Clinics • >$1B in revenue1 • MSD • $9B-$11B U.S. market2 Hospice Long-Term Care Home Medical Ambulatory Surgery E
Slide 10: Strategic Growth Initiatives
Strategic Growth Initiatives Focus Areas Manufacturer Specialty Evolution of Retail Operating Cost Value Proposition Pharmaceuticals Pharmacy Savings CoverMyMeds BDI Pharma Health Mart Atlas $300M - $400M in RxCrossroads Biologics Rexall annual savings by intraFUSION Well.ca FY211 MSD Supported By D
Slide 11: Capital Deployment
Capital Deployment First Half Fiscal 2019 Highlights FY19 Free Cash Flow: $3.0B1 Investments in Growth Distribution to Shareholders M&A $840M Dividends $139M Internal Investments $248M Share Repurchases $877M Maintaining Strong Credit Rating & Financial Flexibility 1Reflects non-GAAP measure defined
Slide 12: How McKesson Will Drive Value
How McKesson Will Drive Value Macro Environment Growing markets driven by increased utilization Supporting healthcare’s need for access, affordability and Healthcare Dynamics quality care Well Positioned Scaled solutions in high-growth segments Financial Stability Strong balance sheet and consistent
Slide 13: McKesson
MCKESSON