BANNOCKBURN, Ill., Dec. 12, 2025 (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 44th Annual J.P. Morgan Healthcare Conference, being held in San Francisco, on Tuesday, January 13, 2026, including a presentation at 10:30am PT. The webcast and related presentation materials will be available online at https://investors.optioncarehealth.com. About Option Care Heal ...

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PresentationLadies and gentlemen, the program is about to begin. At this time, it is my pleasure to turn the program over to your host, Joanna Gajuk. Thank you.Joanna GajukBofA Securities, Research Division Thank you. Thanks, everyone, for joining us. Again, welcome to the -- to our Fifth Annual Home Care Conference. And now it's my pleasure to have this session with Option Care, I think, the largest -- one of the largest home infusion providers in the U.S. And today with us, we have Meenal Sethna, who's th ...

Summary of Option Care Health Conference Call Company Overview - **Company**: Option Care Health (NasdaqGS: OPCH) - **Industry**: Home Infusion Services - **Market Position**: Largest standalone independent home infusion services provider in the U.S. with over $5.5 billion in revenue and coverage across 170 sites, reaching approximately 96% of the U.S. population [3][4][5] Key Points and Arguments Growth Outlook - **Long-term Growth**: The company anticipates growth driven by the healthcare industry's shift towards home care, with a focus on providing high-quality care at appropriate costs [3][4][5] - **Revenue Growth**: Projected revenue growth in the high single digits, with EBITDA growth in the low double digits, and earnings per share expected to grow slightly faster than EBITDA [9][10] - **Market Dynamics**: The acute side of the business is growing in low single digits, while the chronic side is growing in low double digits, contributing to the overall revenue growth [10][11] Competitive Landscape - **Market Share Gains**: The company has gained market share due to competitors exiting the market and its ability to provide same-day services for acute therapies [10][11] - **Drug Pipeline**: Excitement around new drugs in the FDA pipeline and existing therapies is expected to drive growth in chronic disease management [15][17] Financial Performance - **Headwinds**: The company anticipates a $70 million headwind to EBITDA due to pricing dynamics related to Stelara and the introduction of biosimilars [36][37] - **Cost Structure**: The company benefits from a lower overhead structure compared to traditional medical settings, which supports its growth strategy [6][63] Regulatory and Market Changes - **Biosimilars Impact**: The introduction of biosimilars is expected to affect revenue and profitability, with a gradual transition in pricing dynamics as generics enter the market [22][24] - **Stelara Dynamics**: The relationship with Janssen regarding Stelara has changed due to government reimbursement dynamics, impacting profitability [26][30] Future Considerations - **Patient Cohort Management**: The company is focused on managing patient cohorts effectively, especially as new therapies and biosimilars are introduced [31][43] - **Payer Relationships**: Strong partnerships with payers are crucial for navigating the evolving healthcare landscape, particularly as payers seek to reduce costs [62][63] Additional Important Insights - **Subcutaneous Therapies**: The shift towards subcutaneous formulations does not eliminate the company's role in patient care, as many patients still require oversight for administration [49][52] - **Site-of-Care Management**: The company is seeing increased interest from payers in site-of-care management initiatives, which align with its business model of providing lower-cost care [62][63] - **PBM Reforms**: Potential PBM reforms are not expected to significantly impact the company's business model, as it does not participate in rebate structures tied to PBMs [64][65] This summary encapsulates the key insights from the Option Care Health conference call, highlighting the company's strategic outlook, competitive positioning, and financial dynamics within the home infusion services industry.

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Core Insights - Option Care Health is the leading home and alternate site infusion provider in the United States, operating over 90 full-service pharmacies and covering 96% of the population [3]. Group 1: Business Overview - The company infuses patients both in their homes and in over 700 alternate site suites, providing a full network of therapies for both acute and chronic conditions [3]. - Despite disruptions in 2024 due to events like hurricanes and supply chain shortages, the company has made significant progress and is optimistic about its performance [2]. Group 2: Market Position - Option Care Health's mission is to serve healthcare needs effectively, positioning itself as a critical player in the infusion services market [3].

Summary of Option Care Health Conference Call Company Overview - **Company**: Option Care Health (NasdaqGS: OPCH) - **Industry**: Home and alternate site infusion services in the United States - **Market Position**: Leading provider with over 90 full-service pharmacies and coverage across 96% of the U.S. population [2][3] Financial Performance - **Q3 Performance**: - 12% top-line growth - Adjusted EBITDA growth of 3.4% - Adjusted diluted EPS growth of 9.8% [3] - **Guidance Updates**: - Raised adjusted EBITDA guidance by $15 million - Increased adjusted EPS projection by $0.06 [4] - **Cash Flow**: Expected to generate over $320 million from operations with a 26% CAGR in cash flow from operations [4][10] Market Dynamics - **Market Size**: Home infusion market represents approximately 25-30% of a broader $100 billion infusion market [5][6] - **Therapy Portfolio**: - 25% acute therapies (lower growth) - 75% chronic therapies (faster growing segment) [6][7] - **Government Exposure**: Low direct government exposure at about 12% [6] Competitive Landscape - **Market Share**: Option Care Health holds about 25-30% of the home infusion market, potentially higher in acute therapies [16][17] - **Competitors**: Competes with private equity-owned, hospital-owned infusion services, and alternative clinic models [17][18] - **Payer Relationships**: Strong relationships with all top 10 payers, providing access to a broad patient base [19][22] Strategic Initiatives - **M&A Activity**: Actively looking for tuck-in acquisitions and adjacencies, focusing on home infusion providers and clinical competencies [26][28] - **Capital Deployment**: $1.2 billion deployed since 2021, with a disciplined approach to capital allocation [10][11] - **Advanced Practitioner Model**: Leveraging existing infusion suites to expand services with minimal capital improvements [52][55] Challenges and Risks - **Biosimilar Impact**: Anticipated headwinds from biosimilars affecting revenue, particularly for the drug Stelara, with a projected $60 million-$70 million impact [34][35] - **Supply Chain Issues**: Disruptions in 2024 due to supply chain shortages and competitor exits [2][12] Future Outlook - **Growth Expectations**: Anticipated continued growth at slightly above market rates, with mid-single digits expected for acute therapies [13][14] - **Infusion Suite Utilization**: Increased from 16% in 2021 to 34% in 2024, with expectations for further growth [46][47] Conclusion - Option Care Health is well-positioned in the home infusion market with strong financial performance, strategic growth initiatives, and a focus on maintaining competitive advantages through payer relationships and operational efficiencies. The company is navigating challenges related to market dynamics and biosimilar competition while continuing to explore growth opportunities through M&A and service expansion.

BANK OF AMERICA LEVERAGED FINANCE CONFERENCE DECEMBER 2025 © 2025 OPTION CARE HEALTH, INC. ALL RIGHTS RESERVED 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," "estimate," "expect," "may," "should," "will" and similar references to fut ...

Core Insights - Option Care Health (OPCH) is experiencing significant stock performance, with a Composite Rating of 96, placing it in the top 4% of stocks overall [1] - The company has demonstrated strong fundamentals, achieving double-digit sales and profit growth every quarter over the past year [1] Stock Performance - Option Care's Relative Strength Rating improved from 66 to 74, indicating it outperforms over 70% of stocks in price performance over the last 52 weeks [2] - The stock traded at $24.23 on October 30 and surged to around $31, marking a 28% increase within one month [4] Financial Metrics - The company reported a 10% earnings growth last quarter, reaching $0.45 per share, while revenue increased by 12% to $1.44 billion [5] - Option Care holds an 87 EPS Rating and a strong SMR Rating of B, alongside an A Accumulation/Distribution Rating, indicating strong institutional buying interest [3] Industry Position - Option Care Health ranks No. 3 among its peers in the Medical-Services industry group, which consists of 39 stocks [5] - The company is attempting to complete a consolidation phase with a buy point at $35.53, aiming for a breakout with volume at least 40% above average [5]

Summary of Option Care Health Conference Call Company Overview - **Company**: Option Care Health (NasdaqGS: OPCH) - **Industry**: Healthcare Services, specifically home and alternate site infusion therapy - **Key Operations**: - Largest independent provider of infusion services in the U.S. - Operates over 90 closed-door pharmacies and 170 infusion centers - Serves over 300,000 unique patients annually with a team of approximately 8,000, including 4,500 clinicians [4][6] Core Business Insights - **Market Position**: - Well-positioned to capitalize on changes in competitive dynamics, especially as some competitors exit the market for acute patients [7][8] - Focus on local responsiveness while leveraging national scale as a competitive advantage [7][8] - **Product Portfolio**: - Expanding offerings in chronic conditions and limited distribution drugs [8] - Notable product: Stelara, which is facing headwinds due to biosimilars and changes in discount structures [9][10] Financial Guidance and Challenges - **Stelara Impact**: - Expected financial impact of $60 million to $70 million in 2025 due to reduced discounts and market changes [9][10] - Ongoing negotiations with Janssen to manage pricing and patient transitions to biosimilars [12][13] - **Growth Expectations**: - Anticipated mid-teens growth in acute therapy business, with expectations to maintain market share despite industry trends [22][23] - Chronic therapy growth expected to be lower due to biosimilar transitions, with projections in the low double digits [24][25] - **EBITDA and Revenue Projections**: - Confidence in continued growth in revenue, adjusted EBITDA, and adjusted EPS through 2026, despite headwinds from Stelara [30][33] Strategic Initiatives - **Advanced Practitioner Model**: - Aimed at expanding access to patients and enhancing care quality [37][38] - Increased efficiency in nursing visits, with 34% of visits occurring in infusion suites, up from 17% [39] - **Capital Deployment Strategy**: - Focus on investing in business growth, including CapEx for technology and facilities, while remaining disciplined in M&A and share buybacks [40][41] Market Dynamics and Future Outlook - **Competitive Landscape**: - Anticipation of a shift towards biosimilars and lower-cost settings, creating opportunities for Option Care Health [20][21] - Long-term belief in high single-digit top-line growth and low double-digit bottom-line growth post-2026 [35][36] - **Commitment to Shareholders**: - Strong cash flow management and commitment to delivering on financial promises, with significant share buybacks already executed [40][41]