With a market cap of $15.1 billion, Viatris Inc. (VTRS) is a global healthcare company operating across North America, Europe, Asia-Pacific, Africa, Latin America, and the Middle East, delivering a broad portfolio of branded, generic, complex, and biosimilar medicines. Through its four regional segments, the company serves multiple therapeutic areas and distributes its products worldwide via diverse pharmacy and healthcare channels. Shares of the Canonsburg, Pennsylvania-based company have slightly outpe ...

Cardinal Health, Inc. (NYSE:CAH) is one of the stocks Jim Cramer discussed, along with market shortages. Mentioning that they like the company, a caller asked for Cramer’s take on it, and he replied: Oh, Jason Hollar. You know it’s funny… I’m out there. You got all these great drug companies, and who am I most blown away with? Hollar and Cardinal Health, and that urology purchase, the new purchase it just made. You’re dead right. CAH, I can see that stock going to $300. Photo by Yiorgos Ntrahas on Unsp ...

Group 1 - Cardinal Health, Inc. (NYSE:CAH) is recognized as a leading player among U.S. drug distributors, with a significant performance increase of over 40% last year [1][2] - The company benefits from rising demand for complex specialty and biologic therapies, expanding its value-added service offerings [2] - Cardinal Health is involved in adjacent markets such as third-party logistics and nuclear medicine, indicating diversification in its business model [2] Group 2 - The medical distribution business of Cardinal Health is undergoing a turnaround, with new management making progress in improving service gaps and margins [2] - Despite the positive outlook for Cardinal Health, some analysts suggest that certain AI stocks may present greater upside potential and lower downside risk [2]

Company Overview - Viatris Inc. is a healthcare company based in Canonsburg, Pennsylvania, providing a diverse portfolio of branded, generic, and complex medicines, with a market cap of $13.4 billion [1] - The company's product offerings cover major therapeutic categories, including cardiovascular, oncology, central nervous system, and infectious disease treatments [1] Market Position - Viatris is classified as a "large-cap stock" due to its market cap exceeding $10 billion, highlighting its size and influence in the drug manufacturing industry [2] - The company emphasizes operational efficiency and sustainable cash flow generation through a wide manufacturing and distribution network, focusing on access to affordable medicines [2] Stock Performance - Currently, Viatris is trading 7.7% below its 52-week high of $12.78, reached on December 16, 2024, while shares have increased by 22.9% over the past three months, outperforming the Dow Jones Industrial Average's 5.7% rise [3] - Over the past 52 weeks, Viatris has declined by 6.6%, underperforming the Dow Jones Industrial Average's 10.7% increase, and is down 5.3% year-to-date compared to the Dow's 14% return [4] Earnings Report - In Q3, Viatris reported total revenue of $3.8 billion, a marginal year-over-year increase that surpassed consensus estimates by 3%, despite an adjusted EPS of $0.67 declining by 10.7% from the previous year [5] - The stock experienced a nearly 6% drop following the earnings release, despite better-than-expected results [5] Competitive Landscape - Viatris has significantly lagged behind its competitor, Teva Pharmaceutical Industries Limited, which has seen an 83.3% increase over the past 52 weeks and a 37.2% increase year-to-date [6] - Analysts maintain a moderately optimistic outlook for Viatris, with a consensus rating of "Moderate Buy" and a mean price target of $12.47, indicating a 6.6% premium to its current price levels [6]