Cardinal Health, Inc. (NYSE:CAH) Q3 2021 Earnings Conference Call May 6, 2021 8:30 AM ET Company Participants Kevin Moran - Vice President, Investor Relations Mike Kaufmann - Chief Executive Officer Jason Hollar - Chief Financial Officer Conference Call Participants Michael Cherny - Bank of America Charles Rhyee - Cowen Ricky Goldwasser - Morgan Stanley Robert Jones - Goldman Sachs Steven Valiquette - Barclays Lisa Gill - JPMorgan Eric Percher - Nephron Research Jailendra Singh - Credit Suisse George Hill - ...

Summary of Cardinal Health, Inc. Conference Call Company Overview - **Company**: Cardinal Health, Inc. (NYSE: CAH) - **Event**: Barclays Global Healthcare Conference Call - **Date**: March 9, 2021 - **Participants**: - Mike Kaufmann - Chief Executive Officer - Steven Valiquette - Healthcare Services Analyst at Barclays - Kevin Moran - Investor Relations Key Points Industry Resilience - The COVID-19 pandemic has highlighted the resiliency of the drug distribution industry, particularly for Cardinal Health's medical and pharmaceutical segments [4][5] Financial Performance - Medical segment growth is expected in the low to mid-20s percentage range for the year, driven by cost efficiency and supply chain improvements [4] - Pharmaceutical segment anticipates low single-digit growth, with volumes being inconsistent but resilient [5] Vaccine Rollout and COVID-19 Impact - The faster-than-expected vaccine rollout is seen as a positive development, with expectations to reach pre-COVID levels by the end of June [8][9] - Monitoring of COVID-19 variants and vaccination rates is ongoing, as these factors will influence patient behavior and elective procedures [8] Pharmaceutical Distribution Insights - The nuclear pharmacy segment has faced challenges but is showing signs of recovery, with slight improvements noted from Q1 to Q2 [11] - Generic drug distribution has been impacted more severely than brand drugs due to COVID-19, but recovery is expected [10] Specialty Business Growth - The specialty business is growing, with opportunities identified in acute care hospitals and retail spaces [15][17] - Investments in upstream services and potential M&A opportunities are being considered to accelerate growth in the specialty segment [17] Generics Program - Continuous improvement in the generics program is a priority, focusing on pricing strategies and supply chain management to enhance profitability [19][20][22] Opioid Litigation - The company is maintaining a disciplined approach to capital deployment amid ongoing opioid litigation discussions, prioritizing core business investments and maintaining an investment-grade balance sheet [23][24] Biosimilars and Drug Price Reform - Positive outlook on biosimilars, with expectations for increased profitability and growth opportunities through GPO initiatives [27][29] - Uncertainty remains regarding the impact of drug price reform under the new administration, but the majority of Cardinal Health's drug margins are insulated from inflation [31][32] Medical Segment Outlook - Anticipation of increased elective procedures as COVID-19 cases decline, with expectations to return to pre-COVID levels by year-end [33][35] - The lab business has seen elevated demand due to testing, although it may not sustain peak levels [35] COVID-19 Testing and Product Distribution - Cardinal Health is involved in the distribution of COVID-related products, including PPE and testing reagents, but does not conduct testing directly [37] Additional Insights - The company is focused on enhancing customer service and operational efficiency across all segments to drive growth and profitability [17][20] - The management remains optimistic about the recovery trajectory and long-term growth potential across various business lines [4][5][15]

Cardinal Health, Inc. (NYSE:CAH) Q2 2021 Results Conference Call February 5, 2021 8:30 AM ET Company Participants Kevin Moran - VP, IR Mike Kaufmann - CEO Jason Hollar - CFO Conference Call Participants Michael Cherny - Bank of America Robert Jones - Goldman Sachs Jailendra Singh - Credit Suisse Eric Percher - Nephron Research Lisa Gill - JP Morgan Glen Santangelo - Guggenheim George Hill - Deutsche Bank Ricky Goldwasser - Morgan Stanley Charles Rhyee - Cowen Steven Valiquette - Barclays Elizabeth Anderson ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 1-11373 Cardinal Health, Inc. (Exact name of registrant as specified in its charter) Ohio 31-0958666 ( ...

Call Start: 08:30 January 1, 0000 9:14 AM ET Cardinal Health, Inc. (NYSE:CAH) Q1 2021 Earnings Conference Call November 5, 2020 08:30 ET Company Participants Kevin Moran - Vice President, Finance Mike Kaufmann - Chief Executive Officer Jason Hollar - Chief Financial Officer Conference Call Participants Mike Cherny - Bank of America Steven Valiquette - Barclays Adam Heussner - Credit Suisse Adam Noble - UBS Lisa Gill - JPMorgan Eric Percher - Nephron Research Ricky Goldwasser - Morgan Stanley George Hill - D ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |----------------------------------------------------------------------------|---------------------------------------| | For the transition period from ________ | ________ | | C ...