Hot Picks: Oncology demand, AI drive healthcare growth outlook [BNN Bloomberg (Canada)]
McKesson Corporation (MCK)
Last mckesson corporation earnings: 2/4 07:00 am
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Source: BNN Bloomberg
BNN Bloomberg spoke with Brian Tanquilut, healthcare services equity research analyst at Jefferies, about opportunities in the sector and why he sees upside in BrightSpring Health Services, McKesson Corp. and RadNet. Key Takeaways Rising cancer treatment demand is driving growth for specialty pharmacy providers that supply oncology medications directly to patients' homes. Patent expirations for major drugs could create margin opportunities as distributors and pharmacies sell lower-cost generic versions. An aging population is increasing prescription drug usage and overall healthcare utilization across the sector. Diagnostic imaging demand is rising due to greater screening and treatment of cancer, heart disease and neurological disorders. Artificial intelligence is increasingly being used to analyze medical imaging, potentially improving efficiency and scaling diagnostic services. Read the full transcript below: ANDREW: On Hot Picks, we are drilling into healthcare. O
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MCK
Earnings
- 2/4/26 - Beat
MCK
Sec Filings
- 3/5/26 - Form 8-K
- 3/4/26 - Form 4
- 3/2/26 - Form 144
- MCK's page on the SEC website