Prestige Consumer Healthcare (PBH) FY Conference June 11, 2025 10:30 AM ET Speaker0 Good morning, everyone, and thank you for joining us at Oppenheimer's twenty fifth Annual Consumer Growth and Ecommerce Conference. My name is Rupesh Parikh. I'm the senior food, grocery, and consumer products analyst here at Oppenheimer. I'm happy to introduce our next presenting company, Prestige Consumer Healthcare. Joining us today are CEO, Ron Lombardi and VP, IR, and Treasury, Phil Turpolili. Prestige sells and distrib ...

Core Insights - BrightSpring Health Services, Inc. (BTSG) is experiencing significant growth in its Home Health Care segment, driven by the expanding global home healthcare market, which is projected to grow at a CAGR of 10.21% from 2025 to 2030 [1] Company Performance - The Home Health Care segment generated $178 million in sales in Q1 2025, reflecting a 21% year-over-year increase, supported by strong operational execution and expanding Medicare Advantage contracts [2][8] - The average daily census across home health and hospice increased to over 30,000, a 12% rise from the previous year, indicating robust demand for services [3] - Approximately 90% patient satisfaction was reported, with over 80% of branches rated 4 stars or higher, and a declining 60-day hospitalization rate [2][3] Strategic Initiatives - BrightSpring is advancing its Homebase Primary Care model to provide physician-led services in cost-effective, in-home settings, and is targeting scalable growth to over 100,000 patients through value-based models like ACOs and SNPs [3] Competitive Landscape - Cardinal Health's at-Home Solutions is expanding its reach in the home healthcare market, serving over 5 million patients in fiscal 2024 and investing in automated distribution centers to enhance capabilities [4] - Addus HomeCare Corporation's home healthcare segment is experiencing modest growth, focusing on selective M&A and leveraging technology for operational synergies [5] Market Valuation - BTSG shares have increased by 98.8% over the past year, significantly outperforming the industry, which saw an 18.9% decline, while the S&P 500 composite grew by 11.8% [6] - The company trades at a forward price-to-earnings ratio of 20.32, above the industry average of 14.25 [9] Earnings Estimates - The Zacks Consensus Estimate for BTSG's earnings has been rising over the past 60 days, with current estimates for Q2 2025 at $0.22 and for the current year at $1.02 [10][11]

Teladoc Health (TDOC) FY 2025 Conference June 11, 2025 09:20 AM ET Speaker0 Very pleased to welcome the management team from Teladoc Chuck Davita, Chief Executive Officer and Mal Amorthy, Chief Financial Officer. Very much appreciate you taking the time to participate in the conference and look forward to getting an update on Teladoc here. Speaker1 Great. Thanks for having Speaker0 Maybe I'll start with you've been about a year. Maybe just start by giving us some of your reflections on how the past year has ...

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Core Insights - Florida Oncology and Hematology has relocated its Goodlette clinic in Naples to a larger facility to enhance cancer care services for the local community [1][3] - The new clinic features additional private exam rooms, an infusion room, in-house lab and pathology services, and an onsite specialty pharmacy [2][5] - The practice is part of the American Oncology Network, which supports community-based oncology practices and provides additional patient care services [4][7] Company Overview - Florida Oncology and Hematology specializes in the diagnosis and treatment of cancer and blood disorders, serving patients in Cape Coral, Clearwater, Fort Myers, and Naples [8] - The practice emphasizes personalized care and treatment plans tailored to individual patient needs, ensuring affordable and high-quality services [3][8] - American Oncology Network, founded in 2018, is a rapidly expanding network with over 290 providers across 21 states, focusing on value-based care and health equity [6][7]

Core Viewpoint - HEALWELL AI is strategically expanding into the U.S. healthcare market following its acquisition of Orion Health, aiming to enhance preventative care through AI-driven insights and a robust health data infrastructure [3][4]. Company Overview - HEALWELL AI Inc. is a healthcare artificial intelligence company focused on preventative care, utilizing proprietary technology to improve healthcare outcomes through early disease detection [11]. - The company is publicly traded on the Toronto Stock Exchange under the symbol "AIDX" and on the OTCQX Market under "HWAIF" [11]. Strategic Expansion - The acquisition of Orion Health, which has over two decades of experience in the U.S. healthcare sector, provides HEALWELL with immediate credibility and reach in a complex market [4][6]. - HEALWELL has established dedicated teams in the U.S. and Canada to address the distinct regulatory and market dynamics of each region [5]. Technology and Offerings - HEALWELL plans to introduce a modular, FHIR-native repository alongside Orion's HL7-based data repository, supporting interoperability and real-time data sharing [7]. - The company will launch a suite of AI-enabled tools, including clinical search, summarization, and patient risk stratification, designed to integrate with existing clinical infrastructures [8][10]. Market Potential - The U.S. digital health market reached $160.4 billion in 2024 and is projected to grow at a 15.4% CAGR from 2025 to 2033, reaching $695.2 billion [8]. - HEALWELL views the U.S. market as a key focus area due to its size and complexity [8]. Partnerships and Growth Strategy - HEALWELL aims to deepen its U.S. market presence through strategic partnerships and mergers and acquisitions, focusing on capital allocation to support its mission of AI-driven preventative care [9]. - The company has established partnerships with life sciences organizations and is actively engaged with seven of the top ten largest pharmaceutical companies globally [9]. Leadership Insights - The incoming CEO, James Lee, emphasized the company's progress in integration and market strategies, highlighting significant growth opportunities and the potential for AI to improve patient outcomes [10].

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Core Insights - Sanofi's Specialty Care division is positioned for significant growth, focusing on immunology, oncology, neurology, and rare diseases [3][4] - The company anticipates dupilumab to achieve a compound annual growth rate (CAGR) in the double digits from 2023 to 2030, potentially generating around EUR 22 billion by 2030 [4] Company Overview - Sanofi has streamlined its business units from four to three following the sale of its Consumer Health Opella, now comprising General Medicines, Vaccines, and Specialty Care [3] - The Specialty Care business unit is expected to drive growth through recently launched products such as ALTUVIIIO and Qfitlia, alongside the expanding indications for SARCLISA in oncology and multiple myeloma [4]

Core Insights - Access Medical Labs has successfully transitioned from Siemens to Roche Diagnostics systems in under 6 months, a significant achievement in the clinical laboratory industry [1][4] - The integration has increased Access's daily diagnostic capacity fivefold, enabling faster and more comprehensive results for health providers nationwide [2] - The transition was facilitated by effective collaboration between Roche's U.S. and Mexico divisions, showcasing the benefits of international cooperation in medical innovation [4] Company Developments - The transformation is seen as a major step forward for the industry, with Access Medical Labs positioning itself as one of the most advanced diagnostic labs in the nation [4][5] - Access Medical Labs is expanding its workforce by 35% by the end of 2025, creating high-impact jobs in various sectors including lab science and logistics [6][7] - The company emphasizes its commitment to personalized medicine, aiming to make it more practical and accessible through innovative testing solutions [7] Industry Trends - There is a growing focus on preventive and personalized healthcare in the U.S., with Access Medical Labs supporting thousands of physicians in this area [5][6] - The nomination of Dr. Casey Means as U.S. surgeon general highlights the increasing national emphasis on proactive, data-driven medicine [6]