Contract WinMcKesson's recent win of the OptumRx contract is set to boost its operating momentum, as it adds significant drug volumes and earnings growth, enhancing its position as a strong large cap growth story.
Earnings GrowthThe contract with OptumRx is projected to contribute substantially to McKesson's revenue and operating profit, solidifying expectations for the company to surpass its long-term earnings growth targets.
Strategic PositioningMcKesson's transformation into a comprehensive healthcare services entity, with expanding roles in pharma distribution and oncology, positions it for a premium valuation similar to other leading healthcare companies.