Key Takeaways Walmart adds refrigerated and reconstituted medications to Same-Day Pharmacy Delivery.Refrigerated prescriptions make up more than 30% of Walmart's pharmacy sales, boosting service value.Orders track in real time via the Walmart app, with insulated packaging ensuring medication quality.Walmart Inc. (WMT) has extended its Same-Day Pharmacy Delivery service to include refrigerated and reconstituted medications such as insulin, GLP-1s and pediatric amoxicillin. This marks the first time a major r ...

BENTONVILLE, Ark.--(BUSINESS WIRE)--Walmart is taking pharmacy delivery to the next level. Same-Day Pharmacy Delivery now includes refrigerated and reconstituted medications—such as insulin, GLP-1s, and pediatric amoxicillin—and is available across the United States. With this move, Walmart becomes the first retailer to deliver refrigerated and reconstituted prescriptions alongside groceries and everyday essentials in a single, convenient online order. "We continue to unlock new levels of conve. ...

Healthcare & Delivery - Walmart is providing rapid delivery services for temperature-sensitive medications, including Ozempic and insulin [1]

Summary of Amphastar Pharmaceuticals (AMPH) 2025 Conference Call Company Overview - Amphastar Pharmaceuticals is undergoing a transition year in 2025, facing competition in its legacy generic business while also having growth opportunities from its pipeline, which includes proprietary brands and generics, particularly Baqsimi [1][2] Core Industry Insights - The company anticipates declining sales for several products in 2025 due to increased competition, particularly in the epinephrine vial and glucagon products [2][3] - Despite initial declines, Amphastar expects sales to stabilize and potentially increase later in the year due to new product launches [3] Regulatory Environment - The FDA's operational changes, including headcount reductions, have not negatively impacted Amphastar's inspection timelines; in fact, the company has experienced efficient interactions with the FDA [5][6] - Amphastar is actively engaged in discussions regarding the administration's investigation into reliance on foreign manufacturing, positioning itself as a U.S.-based manufacturer [9] Product Pipeline and Launches - The company has four products expected to launch in 2025, with a focus on AMP-2 and AMP-7 as key near-term opportunities [10][11] - AMP-2 has faced delays but recent communication with the FDA has improved confidence in its approval timeline [12][13] - AMP-7 received a Complete Response Letter (CRL) but is expected to have a minor issue, with a potential action date in Q3 2025 [40][41] Competitive Landscape - The glucagon kit and epinephrine products are facing competitive pressures, with new entrants impacting sales and pricing [71][72] - Amphastar has maintained a strong supply position in the market, particularly for the epinephrine prefilled syringe, which has been awarded by the FDA [73] Market Dynamics - The company believes that the market for Primatene Mist is unlikely to attract generic competition due to its OTC status and existing patent protections [48][50] - Baqsimi is protected by multiple patents, making it difficult for competitors to enter the market [54][56] Strategic Partnerships - Amphastar has formed a co-promotion agreement with MannKind to enhance sales efforts for Baqsimi, leveraging MannKind's existing sales force [58][61] Financial Outlook - The company is focused on maintaining healthy pricing while acknowledging that market share for certain products may remain niche, estimating less than 25% market share for some products [36][38] - The company is exploring opportunities for business development, particularly in the endocrinology space, while also considering proprietary product expansions [76][77] Capital Allocation - Amphastar has made significant investments in insulin production and is focused on achieving interchangeable status for its insulin products to enhance market access [79][80] Conclusion - Amphastar Pharmaceuticals is navigating a challenging competitive landscape while positioning itself for future growth through strategic product launches, regulatory engagement, and partnerships. The company remains optimistic about its pipeline and market opportunities despite current sales pressures.

Summary of McKesson (MCK) 2025 Conference Call Company Overview - **Company**: McKesson Corporation (MCK) - **Event**: BofA Healthcare Conference - **Date**: May 13, 2025 Key Industry Insights - **MFN Executive Order**: The recent MFN (Most Favored Nation) executive order is a declaration of intent with many details still unclear, including the number of products affected and payment mechanisms involved. The impact on McKesson's business for fiscal 2026 is believed to be limited, as the implementation will take months rather than weeks [3][4][5][7]. - **Community Provider Setting**: McKesson has invested significantly in the community provider setting, which is viewed as the most efficient and cost-effective way to deliver care. The company supports reforms that enhance access and affordability for patients [6][7]. Financial Performance - **2025 Results**: McKesson reported a 15% operating profit growth and a 20% adjusted EPS growth, exceeding long-term targets. The company has consistently focused on oncology and biopharmaceutical services, strengthening its core distribution business [19][20]. Strategic Developments - **MedSurg Separation**: McKesson announced the intent to separate its medical business into an independent company. This move aims to unlock growth potential and value for both the medical business and the remaining McKesson operations [11][12][13][14]. - **Oncology Platform**: The oncology platform has seen significant growth, with over 2,700 providers in the U.S. Oncology Network. The company has added 160 providers in the last year and continues to invest in clinical trial management [25][27]. Market Dynamics - **Generic Market**: The generic marketplace remains competitive but stable. McKesson's sourcing operation, ClarusONE, focuses on providing low-cost products with high availability. Service levels are reported to be at their highest in recent years [30][31][32]. - **Prior Authorization Business**: The prior authorization business is thriving, with a 15% increase in initiations in the fourth quarter. The company supports prior authorization programs for all major GLP-1 products [36][37]. Competitive Landscape - **Oncology Focus**: McKesson has been building its oncology platform since 2010, identifying it as a growth area. The company is also exploring opportunities in other therapeutic areas like retina and ophthalmology [46][48][50]. Capital Deployment Strategy - **M&A vs. Share Repurchases**: McKesson maintains a disciplined approach to capital deployment, prioritizing growth opportunities that align with its strategy. Recent acquisitions, such as Florida Cancer and Prism, exemplify this focus [51][52][53]. Additional Insights - **Drug Demand**: There has been no significant change in drug demand observed in early 2025, aligning with previous guidance. Specialty drugs continue to be the largest growth driver within McKesson's pharmaceutical business [41][43]. - **Regulatory Changes**: Changes in Medicare benefit design for specialty medications may influence script abandonment rates, but no material shifts have been noted in McKesson's data [42][44]. This summary encapsulates the key points discussed during the McKesson conference call, highlighting the company's strategic direction, financial performance, and market dynamics.