Core Viewpoint - A class action lawsuit has been filed against Agilon Health, Inc. concerning allegations of securities fraud and unlawful business practices [2]. Group 1: Lawsuit Details - Investors are encouraged to contact Pomerantz LLP for participation in the class action, with a deadline to apply as Lead Plaintiff by March 2, 2026 [2]. - The lawsuit pertains to actions taken by Agilon and certain officers or directors that may have violated securities laws [2]. Group 2: Company Background and Recent Events - On August 4, 2025, Agilon announced the resignation of Steven Sell as President, CEO, and Director, coinciding with the release of its second-quarter financial results [4]. - The Executive Chair of Agilon indicated that industry challenges were more severe than anticipated, leading to the suspension of the company's full-year 2025 financial guidance [4]. - Following these announcements, Agilon's stock price dropped by $0.94, or 51.52%, closing at $0.88 per share on August 5, 2025 [4].

Core Viewpoint - Cardinal Health is on a multiyear growth journey, showcasing operational, financial, and strategic progress, with expectations for significant financial improvements in fiscal year 2026, including an EPS of at least $10 per share driven by broad-based market growth and specialty business strategies [3]. Financial Performance - The company anticipates an EPS of at least $10 per share for fiscal year 2026, reflecting both market growth and strategic initiatives within its specialty business [3]. Strategic Initiatives - Cardinal Health is focusing on enhancing its specialty business, which is expected to contribute to overall growth and business resiliency [3].

Core Insights - Progyny is being introduced at a JPMorgan event, highlighting its significance in the healthcare facilities sector [1] Company Overview - Mark Livingston serves as the Chief Financial Officer of Progyny, indicating a strong leadership team [2] - The executive team includes CEO Pete Anevski, COO Melissa Cummings, and Chief Commercial Officer Katie Higgins, showcasing a diverse and experienced management group [2] Leadership Background - Melissa Cummings previously led significant growth and brand recognition at Blue Cross Blue Shield of Rhode Island, emphasizing her expertise in the healthcare industry [2] - Katie Higgins has been instrumental in leading sales and client success teams for the past two years, indicating a focus on market strategy and customer engagement [2]

Summary of McKesson Conference Call Company Overview - **Company**: McKesson - **Industry**: Healthcare Services - **CEO**: Brian Tyler - **CFO**: Britt Vitalone - **Employees**: Approximately 40,000 Core Business Insights - McKesson is a diversified healthcare services leader, distributing 33% of pharmaceuticals in North America daily, with connections to over 50,000 pharmacies and 1 million providers [2][3] - The company focuses on oncology, biopharma services, and core North American distribution, emphasizing a disciplined approach to portfolio optimization and management [3][4] - McKesson's adjusted EPS CAGR over the last five years is 18%, with ROIC more than tripling [4] Financial Performance - Long-term adjusted EPS growth target is set at 13%-16% [5][17] - Adjusted operating profit is expected to grow at 12%-16% [16] - Free cash flow is projected to improve between $500 million and $1 billion [8] - Anticipated adjusted EPS for the current fiscal year is between $28.35 and $28.85 [16] Strategic Priorities - Focus on people and culture to attract and develop talent [5] - Continuous investment in business modernization and performance acceleration [5] - Portfolio optimization through acquisitions and divestitures, including exiting European markets and separating the medical business [6][39] Growth Areas Oncology - McKesson's oncology business has been expanding since 2007, with a network of 3,300 providers supporting over 1.4 million patients [9][10] - The oncology drug market is projected to grow by 60% in the next five years, with over 425 therapies currently available [12] - 41% of clinical trials are focused on oncology, indicating a robust growth opportunity [12] Biopharma Services - The RelayHealth Network connects over 50,000 pharmacies, focusing on affordability solutions [13] - In the past year, McKesson enabled over 100 million patient access instances, providing $10 billion in out-of-pocket savings [14] Prescription Technology Solutions - The business focuses on reducing friction in the prescription process, with a broad set of capabilities including prior authorization and copay assistance [36] - The segment is expected to grow as specialty pharmaceuticals remain the highest growth area within the industry [39] Market Dynamics - The independent pharmacy market remains resilient, with approximately 20,000 independent pharmacies still operational [46] - Price increases for branded drugs are consistent with previous years, while the generics market remains stable [42][43] Capital Allocation - McKesson plans to deploy approximately $2.5 billion in share repurchases by fiscal 2026, with over $6 billion in authorization as of September 2025 [16][17] - The company emphasizes disciplined capital allocation to support future growth and shareholder value [17] Future Outlook - The medical surgical business is expected to be separated, with an IPO planned for the second half of 2027 [39][40] - The company anticipates continued strong performance, with adjusted EPS growth of 16%-18% for the current fiscal year [48] Additional Considerations - The integration of Florida Cancer Specialists and Core Ventures into the US Oncology Network is progressing smoothly, with expected accretion of $0.40-$0.60 in the first year [23][21] - The impact of the IRA on WAC pricing is being managed through ongoing discussions with manufacturers [24][25] This summary encapsulates the key points from the McKesson conference call, highlighting the company's strategic focus, financial performance, growth areas, and market dynamics.

McKesson Corporation J.P. Morgan Healthcare Conference January 13, 2026 Brian Tyler Chief Executive Officer 1 © 2026 McKesson Corporation. All rights reserved. Cautionary Statements Cautionary Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements may be identified by their use of terminology such as "believes," "expects," "anticipates," "may," "will," ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruzannounces that a class action lawsuit has been filed on behalf of shareholders who purchased Ardent Health, Inc. ("Ardent†or the "Company†) (NYSE: ARDT) securities between July 18, 2024 and November 12, 2025, inclusive (the "Class Period†). Ardent investors have until March 9, 2026 to file a lead plaintiff motion. Law Offices of Frank R. Cruz Encourages Ardent Health, Inc. (ARDT) Shareholders To Inquire About Securities Fraud Class Action Sha ...

Core Viewpoint - A class action lawsuit has been filed against agilon health, inc. for securities fraud, following a significant drop in stock price after the announcement of leadership changes and missed financial estimates [1][3]. Group 1: Lawsuit Details - The class action lawsuit is on behalf of shareholders who purchased agilon securities between February 26, 2025, and August 4, 2025, with a deadline of March 2, 2026, for filing a lead plaintiff motion [1]. - The lawsuit alleges that agilon's management made materially false and misleading statements regarding the company's business and financial outlook during the class period [4]. Group 2: Financial Impact - On August 4, 2025, agilon announced the departure of its President, CEO, and Director, which was classified as a termination without cause, leading to a suspension of its 2025 guidance [3]. - Following this announcement, agilon's stock price plummeted by $0.93, or 51.5%, closing at $0.88 per share on August 5, 2025, resulting in significant losses for investors [3]. Group 3: Allegations Against Management - The complaint claims that management recklessly issued guidance for 2025, despite being aware of material industry challenges that would prevent achieving those targets [4]. - It is alleged that management overstated the financial benefits from strategic actions taken to mitigate risks, rendering their positive statements about the company's prospects misleading [4].

Core Insights - The healthcare services company anticipates generating over $50 billion in specialty revenue by fiscal 2026 [1] Company Summary - The company is focused on expanding its specialty revenue streams, indicating a strategic shift towards high-value healthcare services [1]

Summary of Astrana Health Conference Call Company Overview - **Company**: Astrana Health - **Industry**: Healthcare, specifically value-based provider organization Core Points and Arguments 1. **Healthcare Infrastructure Issues**: The U.S. healthcare system is described as fundamentally broken due to accessibility, patient and provider satisfaction, and limited technology integration [2][3] 2. **Astrana's Model**: Astrana aims to transform healthcare delivery through a coordinated, aligned network that improves patient outcomes while generating financial savings for itself and its partners [4][5] 3. **Single Payer Model**: Astrana operates a pseudo-single payer model that simplifies the reimbursement process for providers, allowing for better care coordination and reduced administrative burdens [9][12] 4. **Member Engagement**: The company engages members longitudinally, allowing for proactive investments in their health, which is not typically feasible for traditional payers [5][6] 5. **Financial Performance**: Astrana has achieved a 33% CAGR in revenue over the past six years and plans to continue growing in the mid-20s in the medium term [17] 6. **Membership and Revenue Growth**: The company focuses on growing membership and revenue per member, with a significant shift towards full-risk arrangements, increasing from 0% in 2021 to approximately 80% of revenue by early 2023 [22][24] 7. **Cost Control**: Astrana has managed to control medical costs effectively, achieving 67% fewer hospital admissions compared to Medicare fee-for-service benchmarks [25] 8. **Technology Utilization**: The proprietary technology platform developed by Astrana enhances care management and administrative functions, leading to improved patient outcomes and operational efficiencies [26][28] 9. **Market Expansion**: Astrana has expanded to 16 markets, focusing on areas with high population density and diverse provider networks [48] 10. **Acquisition of Prospect Health**: The acquisition of Prospect Health is expected to yield $12-$15 million in synergies and strengthen Astrana's market position [21][39] Additional Important Content 1. **Regulatory Adaptation**: Astrana is adapting to changes in Medicaid and health insurance exchange markets, with a focus on maintaining a strong Medicare Advantage business [42][43] 2. **Industry Challenges**: The company acknowledges challenges such as increased scrutiny on risk adjustment and high utilization trends but believes it can manage these effectively [30][33] 3. **Collaborative Approach with Payers**: Astrana emphasizes a partnership approach with payers, aiming to create win-win scenarios rather than treating negotiations as zero-sum games [50] 4. **Long-term Outlook**: Despite short-term headwinds in Medicaid and exchange markets, Astrana is positioned to grow due to its focus on quality and cost management [45][46] This summary encapsulates the key points discussed during the Astrana Health conference call, highlighting the company's innovative approach to healthcare delivery and its strategic growth initiatives.

Investor Presentation January 2026 Forward Looking Statements This presentation contains forward -looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 , Section 27A of the Securities Act and Section 21E of the Exchange Act. Forward - looking statements include any statements about the Company's business, financial condition, operating results, plans, object ive s, expectations and intentions, expansion plans, estimates of our total addressable market, our ability to ...