Cardinal Health Inc

On October 3, Gilead Sciences (GILD) reported the results from a phase three study evaluating Biktarvy’s safety and efficacy.

Analyst estimates suggest GlaxoSmithKline stock could rise ~6.3% over the next 12 months.

Pfizer’s dividend yield is 3.09%. Its dividend yield last year was 3.53%, and its five-year average yield is 3.44%.

Amazon’s (AMZN) purchase of PillPack is expected to pose a threat to existing players in the pharmaceutical space.

Depomed (DEPO) has adopted a three-pronged business strategy with three key elements: maintain, build, and grow.

In December 2017, AmerisourceBergen (ABC) acquired Northeast Supply Company, or NEVSCO, for a consideration of $70 million.

Four analysts gave AmerisourceBergen stock a “strong buy” rating, seven analysts gave it a “buy” rating, and seven analysts gave it a “hold” rating.

In October 2017, Amazon was given wholesale distribution licenses for medical equipment in many states.

Medtronic’s 3Q18 sales performance In fiscal 3Q18, Medtronic reported $7.4 billion in sales, up ~1% YoY (year-over-year) and ~7% on a constant-currency basis. The company witnessed a strong turnaround after the company’s 1Q18 sales were impacted by hurricanes and wildfires in the United States and the divestiture of the company’s patient care DVT (deep vein thrombosis) […]

On January 4, 2018, Baxter International was trading at a 52-week high of $68.86 per share, ending the day at $68.41 per share.

In 3Q17, Johnson & Johnson’s (JNJ) advanced surgical devices generated revenues of $923 million, which is ~4% higher YoY (year-over-year).

Medtronic’s CVG (Cardiac and Vascular Group) business reported growth of ~7.0% on a YoY (year-over-year) basis.

On July 30, 2017, Cardinal Health (CAH) completed the acquisition of Medtronic’s patient recovery business for an all-cash consideration worth $6.1 billion.

In fiscal 2017, Cardinal Health’s (CAH) Medical segment reported robust demand in areas such as surgical kitting, lab services, post acute, and medical services.

Cardinal Health’s (CAH) Specialty Solutions segment provides two types of services: upstream to pharmaceutical and biopharmaceutical manufacturers and downstream to healthcare providers.

Wall Street analysts have projected Cardinal Health’s fiscal 2018 net profit margins to be 1.0%, which will be similar to what the company reported in fiscal 2017.

For fiscal 2018, Cardinal Health (CAH) has projected mid-single-digit revenue growth on a YoY basis, partially driven by the company’s high customer retention rates.

Medtronics’ MITG (Minimally Invasive Therapies Group) business is expected to grow 3.5%–4.5%.

Cardinal Health’s (CAH) PE ratio of 16.0x compares to a sector average of 20.4x. The dividend yield of 2.9% compares to a sector average of 2.0%.

On April 18, Medtronic announced the divestiture of its Patient Care, Deep Vein Thrombosis, and Nutritional Insufficiency businesses to Cardinal Health.

Walgreens Boots Alliance has paid dividends to its shareholders for 334 straight quarters. In fact, it’s increased its dividends for 40 consecutive years.

The Vanguard Morgan Growth Fund – Investor Shares (VMRGX) is invested in stocks of companies like Nike (NKE), Netflix (NFLX), The Walt Disney Company (DIS), Cardinal Health (CAH), and Vantiv (VNTV).

XLV has 49 large-cap stocks in its holdings, with a combined market cap of more than $10 billion. Among them, 47 stocks fell on March 15, 2016.

Walgreens Boots Alliance’s (WBA) Pharmaceutical Wholesale division consists of the legacy Alliance Boots pharmaceutical wholesaling and distribution businesses.

Walgreens became a wholly owned subsidiary of Walgreens Boots Alliance after a merger.

Henry Schein reported 3Q15 net sales of $2,685.8 million, a rise of 2.4% compared to the net sales of $2,623.7 million in fiscal 3Q14.

To extend cost-effective, high-quality medical devices and therapies, Medtronic aims to organize its marketing and sales teams around physician preferences.

As per the US Census, spending on medical devices in the US has been constant for over a decade between 2005 to 2015.

Becton (BDX) gained 7% for the week ended November 6, 2015. For the full year 2015, the company reported revenues of $10.3 billion, an increase of 21.7% compared to 2014.

US investors seemed to take the weak Chinese manufacturing data released by Caixin in stride on November 2. China’s PMI rose from September’s reading of 47.2 to 48.3 for October 2015.

CVS Health (CVS) is projecting 2Q15 revenue growth between 11.25% and 12.5% for its Pharmacy Services, which provides pharmacy benefit management (or PBM) services.

CVS is planning to transfer Target’s generic business to Red Oak Sourcing. Target currently sources from McKesson.

Flows into investment-grade bond funds (LQD) were negative in the week ending June 17. This was the second consecutive week witnessing outflows.

Baxalta, Energy Transfer Partners, JPMorgan Chase, Occidental Petroleum, and Cardinal Health were among the biggest issuers of investment-grade corporate bonds last week.

Johnson & Johnson (JNJ) has a huge cash reserve amounting to ~$15 billion in 4Q14. The company might use the cash for merger and acquisition (or M&A).

You can break down average hospital costs into salary expenses, supply expenses, bad debt expenses, and miscellaneous expenses. Labor costs account for about 49% of expenses, and they’re the biggest expenses for hospitals.