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Cardinal Well being, Inc. (CAH) Citi’s 2024 International Healthcare Convention (Transcript)

by Index Investing News
December 3, 2024
in Financial
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Cardinal Well being, Inc. (NYSE:CAH) Citi’s 2024 International Healthcare Convention Name December 3, 2024 8:00 AM ET

Firm Individuals

Aaron Alt – Chief Monetary Officer
Matt Sims – Head, Investor Relations

Convention Name Individuals

Daniel Grosslight – Citi

Daniel Grosslight

Thanks for becoming a member of us for the Cardinal Well being hearth chat right here at Citi’s International Healthcare Convention. My title is Daniel Grosslight. For these of you who do not know me, I am the well being tech and distribution analyst right here at Citi. I am very happy to welcome Aaron Alt, Cardinal CFO, and Matt Sims, Cardinal’s Head of IR. I am certain you all are acquainted with them.

Query-and-Reply Session

Q – Daniel Grosslight

So, I suppose perhaps we’ll kick it off with a query about politics. I used to be informed to not speak about politics on the Thanksgiving desk, however I really feel that we’re in a protected house right here. We’ve got a brand new administration. Clearly, we’re a month out now or so from the election, and I feel most of President-elect Trump’s picks to run the healthcare forms on the excessive degree have now been introduced. We’ll see in the event that they’re confirmed, however I wish to ask about actually simply how this new administration may impression what you are promoting. And I suppose actually on two fronts. The primary entrance, I feel, is essentially the most seen tariffs, proper? We have got some saber-rattling round not simply the Chinese language tariffs, which we’re all acquainted with, but additionally potential tariffs on Mexico and Canada and now the BRICS as effectively. So, I would wish to deal with that first. After which, after that, we are able to sort out form of how this administration may impression your pharma enterprise first.

Aaron Alt

Positive. Earlier than I touch upon something, political or ahead on the lookout for that matter, Matt has bought just a few phrases to say.

Matt Sims

Yeah. Excellent. And, once more, Daniel, thanks



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