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Option Care Health to Participate in the TD Cowen Healthcare Conference
Globenewswire· 2026-01-29 21:05
BANNOCKBURN, Ill., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (“Option Care Health”) (Nasdaq: OPCH), the nation’s largest independent provider of home and alternate site infusion services, will participate in the 46th Annual TD Cowen Healthcare Conference, being held in Boston, MA, on Tuesday, March 3, 2026, including a fireside chat at 1:10pm ET. The webcast will be available online at https://investors.optioncarehealth.com. About Option Care Health Option Care Health is the nation’s larges ...
Option Care Health to Announce Fourth Quarter and Full Year 2025 Financial Results and Host Conference Call
Globenewswire· 2026-01-21 21:05
BANNOCKBURN, Ill., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Option Care Health Inc. (“Option Care Health”) (NASDAQ: OPCH), the nation’s largest independent provider of home and alternate site infusion services, today announced that the company will release results for its fourth quarter and full year 2025 on Tuesday, February 24, 2026 before the market opens. In conjunction, the management team will host a conference call to review the results at 8:30 a.m. E.T. on the same day. Conference Call DetailsParticipants ...
Option Care Health Stock: Portfolio Transformation Painful Growth Not Over (NASDAQ:OPCH)
Seeking Alpha· 2026-01-15 09:21
Group 1 - The analyst expresses caution regarding investments in the pharmaceutical sector due to regulatory uncertainties and unpredictable clinical trial outcomes [1] - The analyst has over 10 years of experience in the investment industry, focusing on small-cap stocks often overlooked by Wall Street [1] - The analyst is a CFA Level III candidate and holds qualifications from the Chartered Institute for Securities and Investment (CISI) [1] Group 2 - The analyst has been featured on major financial platforms such as CNBC, Bloomberg, Nasdaq, and Yahoo Finance [1] - The analyst is involved in private equity transactions, including acquiring and managing businesses [1]
Option Care (OPCH) Runs to Near Record on Preliminary FY25 Results
Yahoo Finance· 2026-01-14 12:11
We recently published 10 Stocks Leaving Wall Street in the Dust; 4 Hit Fresh Records. Option Care Health Inc. (NASDAQ:OPCH) was one of the top performers on Tuesday. Option Care extended gains for a second day on Tuesday, nearly hitting its 52-week high, as investors cheered higher preliminary net revenues for full-year 2025. At intra-day trading, the stock jumped to as much as $35.47—just 6 cents shy of its 52-week high of $35.53. It trimmed gains at the end of the session to finish the day just up by ...
Option Care (OPCH) Moves 8.4% Higher: Will This Strength Last?
ZACKS· 2026-01-14 10:20
Core Viewpoint - Option Care (OPCH) shares experienced an 8.4% increase, closing at $34.75, driven by strong preliminary 2025 results and a significant buyback expansion [1][2]. Financial Performance - The company guided Q4 revenue to be between $1.46 billion and $1.47 billion, with adjusted EPS expected to be between 46 cents and 49 cents [2]. - For 2026, adjusted EPS guidance is projected to be between $1.82 and $1.92, exceeding consensus estimates and indicating strong earnings durability [2]. - The upcoming quarterly earnings are anticipated to be $0.46 per share, reflecting a year-over-year increase of 31.4%, with revenues expected to rise by 8.2% to $1.46 billion [3]. Shareholder Returns - The board increased its share repurchase authorization by $500 million to a total of $1.0 billion, indicating strong confidence in cash flow and serving as a key catalyst for the stock's recent performance [2]. Market Sentiment - Despite the recent stock price increase, the consensus EPS estimate for the quarter has been revised slightly lower over the past 30 days, which may not bode well for future price appreciation [4]. - The stock currently holds a Zacks Rank of 3 (Hold), while another company in the same industry, U.S. Physical Therapy (USPH), has a Zacks Rank of 4 (Sell) [5][6].
Option Care Health, Inc. (OPCH) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 21:46
PresentationThis is Lisa Gill. I head up Healthcare Services here at JPMorgan. It is with great pleasure this morning that we have Option Care. With us, we have CEO, John Rademacher and new CFO, Meenal Sethna? No.Okay. What we're going to do here is John is going to -- and John and Meenal are going to run through the presentation, and then I'm going to have a quick little 20-minute fireside chat. So with that, let me turn it over to John.John RademacherCEO, President & Director Great. Thank you, Lisa. Thank ...
Option Care Health, Inc. (OPCH) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow (NASDAQ:OPCH) 2026-01-13
Seeking Alpha· 2026-01-13 21:30
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Option Care Health (NasdaqGS:OPCH) FY Conference Transcript
2026-01-13 19:32
Summary of Option Care Health FY Conference Call Company Overview - **Company**: Option Care Health (NasdaqGS: OPCH) - **Industry**: Healthcare Services, specifically Home Infusion Therapy Key Financial Highlights - **Preliminary Results for 2024**: - Revenue growth of approximately **13%** - Adjusted EBITDA growth of about **6%** - Adjusted EPS growth of around **10%** at the midpoint [5][18] - **Patient Census**: Served over **315,000 unique patients** during the year [5] - **2026 Guidance**: - Revenue growth projected at **4%** - EBITDA growth expected at **5%** - Diluted EPS growth anticipated at **7%** [19] Strategic Initiatives - **M&A Activity**: Successful acquisition of **Intramed Plus**, enhancing market presence in the Southeast [6] - **Investment Focus**: Continued investments in infusion clinics, pharmacies, and operational models to build a national network while maintaining local responsiveness [7][10] - **Share Repurchase Program**: Expansion of share repurchase authorization as part of capital deployment strategy [9] Market Position and Competitive Advantage - **National Scale with Local Responsiveness**: Over **190 locations** and **750 infusion chairs** across the U.S., providing broad market access with **96% coverage** of the U.S. population through **800 payer relationships** [10][11] - **Diversified Product Portfolio**: Over **600 therapies** in the formulary, with **88% of revenue** coming from commercial counterparts [14][15] - **Strong Cash Flow Generation**: Allows for reinvestment in business and flexibility in capital allocation [12] Industry Dynamics and Challenges - **Impact of Biosimilars**: Anticipated revenue headwinds from **Stelara** and related biosimilars, estimated at **$25-$35 million** [20][21] - **Shift to Home Infusion**: Increasing demand for home infusion services as a cost-effective alternative to hospital settings, with potential savings of **20%-30%** compared to hospital outpatient departments [41] Future Growth Opportunities - **Chronic vs. Acute Growth**: Expected higher growth in chronic therapies compared to acute therapies, with a focus on leveraging investments for efficiency [36] - **Emerging Therapy Areas**: Interest in neurological disorders, gastroenterology, and oncology as potential growth areas, with ongoing discussions with pharmaceutical manufacturers [47][51] Technological Advancements - **AI Utilization**: Partnership with Palantir to streamline administrative processes and improve operational efficiency, focusing on enhancing workforce productivity without displacing jobs [58][59] Conclusion - **Strong Foundation**: The company emphasizes its solid foundation and ability to deliver value to patients, payers, and pharmaceutical partners, positioning itself well for sustainable growth moving forward [67][68]
Option Care Health (NasdaqGS:OPCH) FY Earnings Call Presentation
2026-01-13 18:30
Extraordinary Care That Changes Lives Option Care Health, Inc. 44th Annual J.P. Morgan Healthcare Conference January 13, 2026 © 2026 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED 1 Disclaimers Forward-Looking Statements This presentation may contain "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: "anticipate," "intend," "plan," "believe," "project," "estim ...
After-Hours Biotech Rally: FBLG, NYXH, FBIO, RVTY, OPCH, ATNM, DSGN Climb On Earnings And Momentum
RTTNews· 2026-01-13 03:20
Group 1: Market Movements - Several biotech and healthcare companies experienced notable gains in after-hours trading, driven by earnings updates, guidance announcements, and broader investor sentiment [1] - FibroBiologics, Inc. (FBLG) led with a 7.68% increase, closing at $0.41, suggesting speculative interest or technical momentum [1] - Nyxoah SA (NYXH) advanced 3.94% to $5.28 after reporting preliminary results for Q4 and full year 2025, along with revenue guidance for Q1 2026 [2] - Fortress Biotech, Inc. (FBIO) climbed 6.90% to $4.49, continuing a trend of volatility despite no new news [2] - Revvity, Inc. (RVTY) gained 4.92% to close at $109.00, with investors likely reacting to a previous collaboration announcement with Eli Lilly [3] - Option Care Health, Inc. (OPCH) rose 3.28% to $33.11 after releasing preliminary unaudited financial results for Q4 and full year 2025, along with guidance for 2026 [4] - Actinium Pharmaceuticals, Inc. (ATNM) added 3.02% to close at $1.34, reflecting investor activity in the broader biotech sector [4] - Design Therapeutics, Inc. (DSGN) gained 1.97% to $9.30, indicating continued interest despite no specific news [5] Group 2: Company-Specific Developments - FibroBiologics, Inc. (FBLG) showed a significant rise without any company-specific news, indicating potential speculative interest [1] - Nyxoah SA (NYXH) provided revenue guidance for Q1 2026, which bolstered investor confidence in its growth trajectory [2] - Revvity, Inc. (RVTY) is expanding access to predictive models through a collaboration with Eli Lilly, aimed at accelerating AI-enabled drug discovery [3] - Option Care Health, Inc. (OPCH) released preliminary financial results and guidance, contributing to its positive after-hours reaction [4]