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Option Care Health (OPCH) investor relations material

Option Care Health Bank of America Home Care Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Bank of America Home Care Conference summary8 Dec, 2025

Company outlook and growth drivers

  • Largest independent home infusion provider with 170 sites, covering 96% of the U.S.

  • Focus on delivering high-quality, cost-effective care in preferred patient settings.

  • Positioned for above-market growth in both chronic and acute care segments.

  • Strong relationships with payers, providers, and pharma companies drive reach and success.

  • Industry trends favor alternate care settings and cost efficiency, supporting long-term growth.

Financial framework and market dynamics

  • Medium-term algorithm targets high single-digit revenue growth, low double-digit EBITDA growth, and EPS growth above EBITDA.

  • Acute market grows low single digits; chronic market grows low double digits.

  • Growth driven by both market expansion and share gains, especially as competitors exit.

  • Shift of treatments outside hospitals increases opportunities for share capture.

Drug pipeline and therapy trends

  • Excitement about new drugs and indications in the FDA pipeline, including subcutaneous and injectable therapies.

  • Recent partnerships with Gilead, UroGen, and Quince expand therapy offerings.

  • Growth expected in chronic inflammatory and immunoglobulin categories.

  • Ongoing shift of administration from hospitals to alternate sites benefits business.

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Next Option Care Health earnings date

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Q4 202525 Feb, 2026
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Q4 202525 Feb, 2026

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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Eferix Drawings Google Play
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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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