Option Care Health (OPCH) Bank of America 2025 Healthcare Conference summary

Business performance and growth drivers

• Achieved strong first quarter results, exceeding internal performance measures and maintaining a balanced portfolio despite industry challenges such as bag shortages and competitor exits.

• Growth is driven by acute therapies, competitive exits, and expansion in both existing and new markets, supported by reliable partnerships with hospitals and health systems.

• Chronic care, rare and orphan therapies, and core products like IG portfolio continue to contribute to growth, with a focus on delivering value to referral sources and payers.

• Deepening relationships with payers by offering high-quality, cost-effective care and supporting their efforts to manage medical loss ratios and total cost of care.

Managed care and payer relationships

• Facilitates transition of patients from high-cost inpatient settings to home or infusion suites, reducing total cost of care for payers.

• Site of care initiatives are regaining momentum post-COVID, with payers seeking partners to help manage costs and improve outcomes.

• National coverage and licensure in all 50 states position the platform as a preferred partner for payers seeking broad access and capacity.

• Increased interest from payers in leveraging programs to influence member choices and reduce costs.

Investments and advanced care models

• Annual capital expenditures of $30-$40 million support new pharmacies and infusion suite expansion, now operating over 750 chairs nationwide.

• Advanced care practitioner model enables management of more medically complex patients, including those with Alzheimer's and oncology needs, expanding service capabilities.

• All infusion suites are transitioning to a hybrid model with advanced practitioners, with full execution expected over several years due to regulatory requirements.