Option Care Health Is Delivering The Future Of Healthcare At Home
Option Care(OPCH) Seeking Alpha·2023-12-27 14:51
shironosov/iStock via Getty ImagesI’m drawn to Option Care Health (NASDAQ:OPCH) in 2024, the leading home infusion provider in the US. There are two pivotal healthcare mega-trends that OPCH is capitalizing on: i. the cost-effective shift to home-based healthcare delivery and ii. the rapid rise of specialty medicines. With a strong operational footprint across the nation and a conservative market estimate of $15bn, I believe OPCH is in a perfect spot to further expand its market through consolidation of ...