Mckesson Corporation · NYSE:MCK
Mckesson — 42nd Annual J.P. Morgan Healthcare Conference (January 2024)
17 slides from Mckesson's conference presentation, Jan 9, 2024
Slide 1: McKesson Corporation J. P. Morgan Healthcare Conference
McKesson Corporation J. P. Morgan Healthcare Conference January 9, 2024 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 Evolve and Sustainable People and Grow the Core and Biopharma Portfolio Growth Culture Platforms Commitment to Scaled and durable Differentiated assets Technology modernization investing in talent distribution assets and capabilities in and process sim
Slide 5: Focus on people and culture
Focus on people and culture Purpose: Mission: 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 © 2024 McKesson Corporation. All rights reserved.
Slide 6: Sustainable core growth
Sustainable core growth Investing in state-of-the-art automation and regulatory capabilities Leveraging an efficient and scaled distribution network with market-leading capabilities Integrating AI technologies and sustainable upgrades to create operational efficiencies 6 © 2024 McKesson Corporation.
Slide 7: Expanding our oncology platform
Expanding our oncology platform Specialty Distribution & Real-World Data, Evidence, Clinical Trial Services Practice Management & Provider Technology Unity & Onmark GPO Higher margin #1 distributor 250 locations 2,600+ providers in Community Oncology and accruing patients to clinical trials using iK
Slide 8: Differentiated oncology platform built over time
Differentiated oncology platform built over time Onmark GPO Distributor of specialty Community oncology Largest community Oncology-focused Internally developed pharmaceuticals Group Purchasing oncology network specialty pharmacy oncology technology Organization and insights business Integrated oncol
Slide 9: Leadership in biopharma services and solutions
Leadership in biopharma services and solutions Access 78 million times Enabled patient access to medication annually through RelayHealth Affordability $8 billion of out-of-pocket savings for patients each year Enabling better health Adherence outcomes >25% Improvement in patient adherence rate 9 © 2
Slide 10: Scaled biopharma services platform
Scaled biopharma services platform Prescription Technology Solutions (RxTS) Pharmacy claims switch Automated insurer Patient assistance Automated hub Prescription price and automated copay authorization process programs, third party services and aligned transparency and programs conducting for drug
Slide 11: 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 11
Slide 12: FY24 Adjusted EPS guidance
FY24 Adjusted EPS guidance $26.80 — $27.40 Solid Business Performance Disciplined Capital Deployment FY24 Adjusted EPS guidance indicates 3% to 6% growth $3.5 billion in share repurchases in FY24 compared to prior year Focused investments to accelerate the growth of our FY24 Adjusted EPS Excluding C
Slide 13: 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 13 © 2024 McKesson Corporation. All rights reserved. See Supplemental Information for definitions and further non-GAAP informat
Slide 14: Key takeaways from today
Key takeaways from today Diversified healthcare services company Scaled and durable core pharmaceutical and medical supply distribution network Growth of oncology and biopharma services platforms Proven shareholder value creation framework and compelling investment thesis Executing on our strategy t
Slide 15: McKesson
MCKESSON
Slide 16: Supplemental Information
Supplemental Information These notes refer to the financial metrics and/or defined terms presented on: Slide 6 – Sustainable core growth • Available patient records refers to current contractual rights to conduct regulated human subjects research utilizing health information associated with aggregat
Slide 17: Supplemental Information
Supplemental Information These notes refer to the financial metrics and/or defined terms presented on: Slide 13 – Long-term financial framework • Baseline metrics exclude the impacts attributable to the following items: the U.S. government's COVID-19 vaccine distribution in U.S. Pharmaceutical; the
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