Cardinal Health, Inc. · NYSE:CAH
Cardinal Health — Non-Deal Roadshow (March 2009)
25 slides from Cardinal Health's roadshow presentation, Mar 31, 2009
Slide 1: CareFusion Form 10 Roadshow
CareFusion Form 10 Roadshow © 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Dave Schlotterbeck Vice Chairman and CEO Clinical and Medical Products Future Chairman and CEO, CareFusion Jim Hinrichs CFO Clinical and Medical Products Acting CFO, CareFusion Exhibit 99.2
Slide 2: Forward looking statements
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Forward looking statements This presentation contains forward-looking statements addressing expectations, prospects, estimates and other matters that are dependent upon future events or developments. These matters are subject t
Slide 3: Agenda
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1 2 3 4 Agenda Who we are What we do Our opportunities Spin-off detail
Slide 4: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1. MX: Business Strategies for Medical Technology Executives, May/June 2008 edition and Cardinal Health analysis. Revenue reflects historical revenue of the CMP segment which includes the gloves, gowns and fluid management busi
Slide 5: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Why invest in us? experience
Slide 6: As a stand alone company
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1. An estimate of the pro forma revenue for the 12 months ending June 30, 2009 in accordance with generally accepted accounting principles with adjustments expected to reflect CareFusion as a stand-alone entity. The estimate is
Slide 7: CMP revenue and profit trends
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1. Revenue and segment profit in the tables above reflects historical revenue and segment profit, including acquisitions, of the CMP segment which includes the gloves, gowns and fluid management businesses being retained by Car
Slide 8: Reporting segments – revenue & segment profit
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Reporting segments – revenue & segment profit Critical Care Technologies Medical Technologies and Services Revenue: Profit: 55% 65% First Half FY09 45% 35%
Slide 9: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Why invest in us? experience
Slide 10: Leadership team
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Leadership team Dave Schlotterbeck Chairman & CEO Chief Financial Officer Dwight Winstead COO Tom Leonard President Dispensing Technologies Vivek Jain President Medical Technologies and Services Carol Zilm President Critical Ca
Slide 11: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Why invest in us? experience
Slide 12: Our Mission
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. CareFusion Our Mission Deliver clinically differentiated products and services that improve the productivity and safety of healthcare globally.
Slide 13: Our strategy
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Our strategy • Deliver innovative, clinically differentiated and proven solutions with compelling economic benefits • Bring to market products that make it easy to follow evidence-based protocols and provide improved patient ca
Slide 14: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Why invest in us? experience
Slide 15: Focus and position
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Medication Safety Infection Prevention Focus and position Critical Care Technologies Medical Technologies and Services Dispensing Infusion Respiratory Infection Prevention Medical Specialties #1 #1 #1 #1
Slide 16: Solution portfolio
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1. Cardinal Health data analysis. 2. IBID. 3. IBID. 4. IBID. Solution portfolio Dispensing Infusion Respiratory Annual market opportunity: Annual market opportunity: Annual market opportunity: Medication: ~$1 billion (U.S.) Sup
Slide 17: Solution portfolio
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Medication Safety 1. Cardinal Health data analysis – market opportunity assessment includes, gloves, patient protection, fluid management and surgeon and staff protection products. 2. Cardinal Health data analysis. Solution por
Slide 18: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Why invest in us? experience
Slide 19: Pressures on global healthcare systems
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1. The World Health Report 2006, “ Working together for health”, pp 11-12. Pressures on global healthcare systems • Healthcare costs rising, reimbursement and funding is declining • Shortage of more than 4 million healthcare wo
Slide 20: Innovation roadmap
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Agile information management Next-gen Infusion Next-gen Dispensing Core products Remote device programming Integration of health records Data & Analytics Clinical Connectivity Patient Event Advisor Enve Ventilator VAP bundle ‘1
Slide 21: The spinoff
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. The spinoff • CAH will spinoff at least 80% of CFN outstanding shares in the form of a pro-rata dividend to CAH shareholders • Cardinal Health is required to dispose of remaining stake in CareFusion within 5 years of the spinof
Slide 22: Capitalization
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Capitalization • Investment grade rating a condition of spinoff • Anticipate $1.2B-1.5B of debt on balance sheet • Expect solid liquidity position with domestic and international cash balances
Slide 23: Capital deployment policy
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. Capital deployment policy • Earnings will be retained to finance growth • Research and development • Tuck-in or technology acquisitions • Do not anticipate paying any cash dividends for the foreseeable future
Slide 24: Why invest in us?
© 2009 CareFusion, Inc. or one of its subsidiaries. All rights reserved. 1. MX: Business Strategies for Medical Technology Executives, May/June 2008 edition and Cardinal Health analysis. Revenue reflects historical revenue of the CMP segment which includes the gloves, gowns and fluid management busi
Slide 25: Dave
Dave Schlotterbeck Vice Chairman and CEO Clinical and Medical Products Future Chairman and CEO, CareFusion Jim Hinrichs CFO Clinical and Medical Products Acting CFO, CareFusion