McKesson Corp (LTS:0JZU)

$ 630.23 3.52 (0.56%) Market Cap: 79.78 Bil Enterprise Value: 84.49 Bil PE Ratio: 32.44 PB Ratio: 0 GF Score: 78/100

McKesson Corp at Bank of America Merrill Lynch Health Care Conference Transcript

May 14, 2019 / 05:00PM GMT

Release Date Price: $126.45 (+0.60%)

Transcript 10-K8-K

Michael Aaron Cherny

BofA Merrill Lynch, Research Division - Director

My name is Michael Cherny, I'm the health care, tech and distribution analyst here at Bank of America Merrill Lynch. It's my pleasure to introduce McKesson. We have Brian Tyler, who has worked with McKesson for a long time, but recently named -- or took over the spot of President and CEO; Britt Vitalone, who is Chief Financial Officer; and we have Holly Weiss, sitting, who heads up Investor Relations, in the audience.

I'm going to take us through Q&A, hopefully, fairly straightforward set of questions.

Questions & Answers

Michael Aaron Cherny

BofA Merrill Lynch, Research Division - Director

Maybe starting with your recently reported earnings, a number of moving pieces, I think, across the market and the guidance. From a big picture perspective, your U.S. pharma distribution business, can you talk about some of the trends you're seeing across pricing both from a brand and generic perspective and some of the changes that are both competitively driven across your

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