Grinson Tangelo

Coverage

Companies whose earnings calls Grinson Tangelo asked questions on (from Lician's transcripts).

• MCKMCKESSON CORP

Questions on earnings calls

1. MCK earnings call · MCKESSON CORPNov 4, 2026 · 8 questions
   • 35:14

     “Just two quick ones for me. You know, Brian and Kenny, I'm trying to understand these two acquisitions you did, Precision Medicine Group and Option Care Health. I'm just trying to, I want to make sure I'm clear on how, you know, these businesses will weave through the reporting…”

   • 36:03

     “I don't, I start maybe reviewing the strategic rationale for these and then can you can comment on the, um, the question about where it reports and, and the margin profiles. So, Precision for Medicine group, which we closed earlier this week, uh, very excited about. It's really…”

   • 42:21

     “Given the outperformance in North American pharma, you know, obviously growing. Well, in excess of the long-term guide there. How do we think about the sustainability of that over the long term? It's obviously been several, a while of this. So we think about sort of where the…”

   • 45:20

     “I just want to follow up on a few things here. When I think about the North American pharmaceutical performance and you highlighted the specialty to health systems, one, how are you thinking about potential changes around 340B? I know we have had an election that happened…”

   • 48:50

     “And just like we have always done, we've always worked with both sides of the house. We've always worked to try to figure out how we do the right thing for the healthcare system, and that's what we'll continue to do. Yeah, just a couple things on 340B from my end. You know…”

   • 49:39

     “I'm going to take Elizabeth's question and ask it a little bit differently, which is... Your LRP versus what you've done over the last year, two years or so, you know, seems comically low. So maybe instead of asking what drove you to getting to, in this quarter... North of 20%…”

   • 52:13

     “Really appreciate the color so far. One for Brian on the capital deployment strategy. As we think about precision and we think about. These are new businesses for you relative to what the capital allocation strategy has been around M&A, adding MSO assets and even added Spectrum…”

   • 55:19

     “This is Dylan Finlay on for Mike. We'd love to hear you expand a bit on the option care deal rationale. Should we think of this as an… an operating partnership with CDNR where you could come in and do something on procurement and contracting and drive value? Or is this primarily…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

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