Acquisition ImpactThe pending acquisition of Florida Cancer Specialists is expected to bolster McKesson's oncology franchise by adding 500+ providers at approximately 100 care sites in Florida.
Financial PerformanceMCK posted an adjusted EPS beat, significantly higher than consensus estimates, indicating strong financial performance.
Oncology PlatformManagement has created a high-value $35 billion oncology platform that should allow for greater-than-average visibility on McKesson's ability to generate 12-14% EPS growth over the long term, which is above peers.