Analysts Are Bullish on These Healthcare Stocks: McKesson (MCK), BioNTech SE (BNTX)We very much expect the overall tone of the event to be positive, building on what has been a steady above LRP growth rate from Pharma and excitement for the recent FCS/Prism deals, among other positive drivers. Our baseline assumption as noted below/in the body of note is that MCK at a minimum, has upside to its 12-14% EPS growth algorithm. This is driven by the increases in the segment LRP since 2021, which have not led to any EPS update. That creates part of the problem for the event as a whole, as two FY4Q increases to the Pharma segment AOI LRP leaves less room for upside surprise catalysts than other companies may have. Meanwhile, predicting an outcome for the Med-Surg process is hard, with clarity eventually needed to provide an upside case and unclear if clarity will come at the Investor Day.