McKesson Corporation · NYSE:MCK
McKesson — J.P. Morgan Healthcare Conference 2017
12 slides from McKesson's conference presentation, Jan 9, 2017
Slide 1: McKesson Corporation J.P. Morgan Healthcare Conference
McKesson Corporation J.P. Morgan Healthcare Conference John Hammergren Chairman and Chief Executive Officer
Slide 2: Forward-Looking Statements
Forward-Looking Statements Some of the information in this presentation is not historical in nature and may constitute forward-looking statements, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by the
Slide 3: Today's Discussion
Today’s Discussion • McKesson At A Glance • Business Overview • Key Strategies • Near-term Challenges • Financial Drivers 3
Slide 4: McKesson At A Glance
McKesson At A Glance Delivering Better Health to All >180 $2.9B year history $100B Sep-16 YTD revenues Sep-16 YTD operating cash flow of serving customers 75,ooo+ Delivering More than 1/3 employees worldwide 13,000 of all prescription medicine in North America owned and banner pharmacies >99% order
Slide 5: Business Overview
Business Overview DISTRIBUTION SOLUTIONS North America International Medical-Surgical Technology Pharmaceutical Pharmaceutical Distribution and Solutions Distribution and Distribution and Services Services Services Supplies branded, specialty, generic Provides medical Provides Delivers enterprise- p
Slide 6: Unlocking Value Of Technology Businesses
Unlocking Value Of Technology Businesses McKesson Technology Solutions Enhances MTS’ market opportunity, Strong partnership, capabilities and scale with focus on value creation McKesson to receive $1.25 billion in cash at close of transaction, Targeting $150+ million of annual synergies, with potent
Slide 7: Leading Global Sourcing Capabilities
Leading Global Sourcing Capabilities Global footprint of combined Highlights distribution & pharmacy operations • Enterprise-wide global procurement and sourcing • Robust private-label capabilities, driving value and opportunities for expansion • Co-sourcing partnership with Walmart, ClarusONE Sourc
Slide 8: Increasing Opportunities in Specialty
Increasing Opportunities in Specialty Providers Expanded and enhancing manufacturer services Differentiated and growing physician offerings • 3,400+ oncologists Manufacturers • 5,000+ other specialists Payers Patients Spanning a drug’s life cycle from clinical trials to distribution 8 McKesson Speci
Slide 9: Innovating And Expanding in Retail
Innovating And Expanding in Retail A Global Footprint Broad Service Offerings 13,000+ owned and banner pharmacies globally • Payer access and programs for • United States: More than 4,700 independent pharmacies Health Mart stores • Patient adherence and claims management • Canada: More than 2,500 ow
Slide 10: Though McKesson Is Facing Near-Term Challenges…
Though McKesson Is Facing Near-Term Challenges… Fewer expected Moderation of Increase in Impact of generic launches brand and generic customer pricing customer compared to prior pharmaceutical competitiveness consolidation years pricing trends 10
Slide 11: …Our Strong Value Proposition Positions Us For Long-Term Growth
…Our Strong Value Proposition Positions Us For Long-Term Growth Experienced Disciplined Well-positioned Operational Customer-first management capital businesses excellence focus team deployment Pathway to Double-Digit Earnings* Growth 11 *Earnings refers to non-GAAP earnings per diluted share.
Slide 12: McKesson
MCKESSON