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Option Care Health, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-26 01:06
Performance was driven by a 13% revenue increase, with acute therapies growing in the mid-teens and chronic therapies in the low double digits despite biosimilar headwinds. Management attributed the 160 basis point revenue headwind in 2025 to patient transitions toward Stelara biosimilars, which carry lower reference prices and reimbursement rates. Strategic positioning as the nation's largest independent provider allowed the company to serve over 315,000 unique patients, leveraging 50-state licensure ...