EW EW Edwards Lifesciences Loading... : Bullish and Bearish Analyst Opinions

The 50 new programs added across 43 unique brands in the biopharma services segment, and the digitization of enrollment for more than 1,600 specialty drugs, points to a structural volume ramp in the prior authorization space. — This positions McKesson's PTS segment as the 'plumbing' for prior authorizations, having scale advantages that are hard to replicate, and is a volume story independent of specific drug class (e.g., oral GLP-1s).