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McKesson (MCK) investor relations material
McKesson UBS Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Healthcare Conference 2025 summary10 Nov, 2025
Strategic business transformation and segmentation
Recent resegmentation clarified strategies, combining US and Canadian pharma distribution and separating specialty oncology to highlight growth areas.
Specialty and oncology platforms have seen significant investment, including expansion into retina ophthalmology.
Arc Technology Solutions continues to focus on biopharma services, leveraging differentiated capabilities in oncology and multispecialty.
Consistent utilization growth and demographic trends, along with innovation in drug development and distribution, are driving performance.
Breadth of services, sourcing capabilities, and automation investments have led to a more efficient and effective North American Pharmaceutical business.
Margin drivers and operational efficiency
Shift toward specialty drugs and distribution, with generics now a smaller margin driver than a decade ago.
Focus on earning fair value for services across all product categories, with improved economics from manufacturers.
Automation and technology investments, including a 90% automated distribution center, have improved operating expense leverage by over 1,000 basis points in five years.
Early-stage AI adoption is accelerating, with leadership focused on integrating automation and AI across processes.
Ongoing efficiency improvements are expected, though not at the same pace as previous years.
Pricing, reimbursement, and regulatory impacts
Pricing environment for generics and specialty drugs remains stable and competitive, with month-to-month variations seen as less significant than long-term trends.
No direct impact anticipated from recent government pricing announcements or direct-to-consumer models; distribution capabilities are in place to support these channels.
Fixed fee-for-service model for drug distribution means lower drug prices could improve margins due to reduced working capital requirements.
Future OpEx leverage from AI innovation
Next multi-specialty platform beyond Vision
GLP-1 price impact on Rx Technology Solutions
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Evercore ISI 8th Annual HealthCONx Conference4 Dec, 2025
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Frequently asked questions
Global Healthcare Solutions
McKesson Corporation is a healthcare company, providing a wide range of services and solutions in the United States and internationally. The company operates through several segments, including U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. McKesson also offers technological, clinical support, and business solutions to specialty practices. McKesson Corporation is headquartered in Irving, Texas, and its shares are listed on the New York Stock Exchange.
Roots in the 1800s
The company has a history that stretches back to 1833 in NYC when it was founded as an importer and wholesaler of drugs and chemicals. Today, McKesson is one of the largest healthcare companies in the world, playing a critical role in pharmaceutical distribution and healthcare technology. The company is heavily involved in the distribution of pharmaceuticals and medical supplies, healthcare technology, and providing network infrastructure for the healthcare industry. Some similar companies traded on the public markets are Cardinal Health and Henry Schein.
The Business Segments
The company has diversified its operations into several business segments, each catering to different facets of the healthcare industry.
U.S. Pharmaceutical and Specialty Solutions: This is the largest segment of McKesson’s operations. It distributes pharmaceuticals and other healthcare-related products to a variety of customers, including retail pharmacies, hospitals, health systems, and physician offices. The segment is crucial for the supply of branded, generic, and over-the-counter pharmaceuticals. It also offers specialized solutions for oncology and other complex therapeutic areas, along with services like inventory management, technology solutions, and business support.
European Pharmaceutical Solutions: McKesson has a significant presence in Europe through its subsidiary McKesson Europe, where it operates a network of pharmacies, not just in the wholesale and distribution of pharmaceuticals, but also in direct-to-consumer retail operations. This segment includes the distribution of drugs, and healthcare products, and the operation of retail pharmacies in several European countries.
Medical-Surgical Solutions: This segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers, including acute care hospitals, ambulatory surgery centers, community health centers, and office-based healthcare practitioners. The focus is on delivering a comprehensive range of products and services that are essential for the day-to-day operations of healthcare facilities, ensuring they have the necessary medical supplies and equipment.
Prescription Technology Solutions: This newer segment focuses on developing and providing software, analytics, and network solutions to pharmacies, healthcare providers, and payers. The aim is to optimize the healthcare supply chain, improve patient adherence to medications, and support pharmacy operations.
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