Earnings GrowthThe increase in management's long-term EPS growth outlook and the simplification in reporting segments provide enhanced visibility into the company's business lines.
Oncology Market PositionThe Oncology business alone has a ~$115B TAM, where MCK is well positioned given the scope of their platform, now at >3,300 providers.
Strategic Spin-offThe tax-free separation of the Medical segment helps simplify McKesson's story and highlights tailwinds across remaining businesses.