PresentationGood morning, and thank you for joining us. My name is Lisa Gill, and I head up health care services here at JPMorgan. It is with great pleasure this morning that I introduce McKesson. Speaking for McKesson will be CEO, Brian Tyler. After that, we will have a fireside chat where Britt Vitalone, CFO, will join us. So with that, let me turn it over to Brian.Brian TylerCEO & Director Thank you, Lisa. Good morning, everybody. On behalf of the McKesson Board of Directors and the 40-ish thousand emplo ...

NEW YORK, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against agilon health, inc. (“Agilon” or the “Company”) (NYSE: AGL). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. The class action concerns whether Agilon and certain of its offic ...

PresentationGood morning. My name is Lisa Gill, and I head health care services here at JPMorgan. It is with great pleasure this morning that we have Cardinal Health. Presenting for Cardinal Health will be CEO, Jason Hollar. Post Jason's presentation, he will join myself and CFO, Aaron Alt, for some questions.Jason HollarCEO & Director Great. Thank you, Lisa. Thanks for having us, and thank you all for coming. Real quick housekeeping. We'll be making some forward-looking statements today, which are subject ...

PresentationGreat. Good morning. First and foremost, thank you for all of you joining us here in person and for those joining us via the webcast. My name is Ben Rossi and I'm the health care facilities analyst here at JPMorgan. We're excited to welcome Progyny to the stage.Mark LivingstonChief Financial Officer Thanks, Ben. Thanks for having us. For those of you on the webcast, you can put the voice with the name. My name is Mark Livingston. I'm the CFO for Progyny. And with me here on the stage, as Ben sai ...

McKesson (NYSE:MCK) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsLisa Gill - Head of Healthcare ServicesBritt Vitalone - CFOBrian Tyler - CEOLisa GillGood morning, and thank you for joining us. My name is Lisa Gill, and I head up healthcare services here at JPMorgan. It is with great pleasure this morning that I introduce McKesson. Speaking for McKesson will be CEO Brian Tyler. After that, we will have a fireside chat where Britt Vitalone, CFO, will join us. So with that, let me turn it ov ...

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 ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces that a class action lawsuit has been filed on behalf of shareholders who purchased agilon health, inc. ("agilon†or the "Company†) (NYSE: AGL) securities between February 26, 2025 and August 4, 2025, inclusive (the "Class Period†). agilon investors have until March 2, 2026 to file a lead plaintiff motion. On this news, agilon's stock price fell $0.93, or 51.5%, to close at $0.88 per share on August 5, 2025, thereby injuring investor ...

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.