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Option Care Health (OPCH) investor relations material
Option Care Health Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary19 Nov, 2025
Business overview and market positioning
Largest independent provider of home and alternate site infusion therapy in the U.S., licensed in all 50 states with over 90 pharmacies and 170 infusion centers.
Serves over 300,000 unique patients annually, offering a broad spectrum of infusion therapies for acute and chronic conditions.
National scale leveraged as a competitive advantage, but success depends on strong local execution and relationships.
Recent market exits by competitors have allowed for increased market share, especially in acute care transitions.
Expanding product portfolio, including limited distribution drugs, and deepening partnerships with pharma and referral sources.
Stelara and biosimilar transition
Stelara, a key chronic therapy, faces a $60–$70 million headwind in 2025 due to loss of historical discounts and IRA negotiations.
Transition to biosimilars and new manufacturer pricing models expected to further impact revenue and margins into 2026.
Ongoing negotiations with Janssen and other manufacturers to secure favorable terms and manage patient transitions.
Expectation that profit pool will stabilize post-2026 as market dynamics reach equilibrium.
No other drugs in the next IRA tranche are expected to have a material impact on the portfolio.
Financial outlook and growth expectations
Acute business saw mid-teens growth in 2023 due to competitor exits and strong execution; future growth expected in mid-single digits.
Chronic business to experience revenue headwinds from biosimilar transitions but expects low-double-digit growth, with gross profit margins improving ex-Stelara.
EBITDA and adjusted EPS are projected to grow in 2025 and 2026, with confidence in delivering on guidance.
Long-term outlook remains for high single-digit top-line and low double-digit bottom-line growth, with 2026 as a transition year.
23 consecutive quarters of meeting commitments, emphasizing disciplined guidance and execution.
Stelara: What proactive steps for future IRA drugs?
Advanced practitioner model: P&L impact?
Capital allocation: M&A vs. internal investments?
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Next Option Care Health earnings date
BofA Securities Leveraged Finance Conference 20252 Dec, 2025
Next Option Care Health earnings date
BofA Securities Leveraged Finance Conference 20252 Dec, 2025
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Frequently asked questions
Option Care Health Inc. provides infusion therapy and home-based care services across the United States. The company offers a range of treatments including nutritional support, anti-infective therapies, and chronic disease management. These services are delivered through a network of infusion centers and alternate site infusion pharmacies, as well as in patients' homes. he company is headquartered in Bannockburn, Illinois, and its shares are listed on the NASDAQ.
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