Headline Risks Affecting Healthcare Tech & Distribution Sector Will Likely Continue in 2025: BofA Analyst

Benzinga01-08 01:03

BofA Securities predicts that headline risks affecting the Healthcare Tech & Distribution sector in 2024 will likely continue in 2025. Key areas of concern include pharmacy benefit managers (PBMs), ...

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The analyst notes Cardinal Health’s core pharmaceutical segment is growing faster than its competitors, with this trend expected to strengthen in the coming year.The company is benefiting from a unique advantage in its pharmacy benefit management  business, which could a","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","CAH":"卡地纳健康","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","HCSG":"医疗保健服务","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1548497426.USD":"安联环球人工智能AT Acc","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0971096721.USD":"富达环球金融服务 A","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4137":"综合支持服务","BK4175":"保健护理产品经销商","MCK":"麦克森药物批发","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","HSIC":"汉瑞祥","PBM":"Psyence Biomedical Ltd","BK4585":"ETF&股票定投概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC"},"translate_title":"美国银行分析师：影响医疗保健技术和分销行业的总体风险可能会在2025年持续下去","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PBM":1,"CAH":1,"HCSG":1,"MCK":1,"HSIC":0.9},"content_text":"BofA Securities predicts that headline risks affecting the Healthcare Tech & Distribution sector in 2024 will likely continue in 2025.\nKey areas of concern include pharmacy benefit managers (PBMs), retail pharmacies, distributors, fertility benefits, and direct-to-consumer (D2C) pharmacies.\nWhile regulatory pressure on PBMs is expected to persist, the analyst believes this will mainly impact profit margins and growth rates rather than lead to major changes in the business model.\nPotential policy shifts under the next administration could involve adjustments to the Inflation Reduction Act, expanded access to health savings accounts (HSAs), and increased support for fertility benefits.\nBofA upgraded Cardinal Health Inc. (NYSE:CAH) from Neutral to Buy. The analyst notes Cardinal Health’s core pharmaceutical segment is growing faster than its competitors, with this trend expected to strengthen in the coming year.\nAlso Raed: Cardinal Health Raises 2025 Profit Outlook Again, Helped By Strong Drug Distribution Business\nThe company is benefiting from a unique advantage in its pharmacy benefit management (PBM) business, which could add 2-3 percentage points to earnings per share growth through fiscal 2026.\nDespite its stronger growth potential, Cardinal’s stock is trading at a notable discount compared to McKesson Corporation (NYSE:MCK), but this gap is likely to close or reverse within the next year.\nBofA has also upgraded Henry Schein (NASDAQ:HSIC) from Underperform to Buy and raised the price target from $69 to $84, recognizing it as a top-tier dental business poised for long-term earnings growth.\nThe company is recovering from last year’s cybersecurity incident, which should boost reported figures.\nWith these challenges behind it and expectations now more realistic, the analyst writes Henry Schein offers a strong opportunity to benefit from a recovering dental market.\nThe company could see additional upside in the medium to long term, driven by a shift toward private-label products and a growing focus on specialty services. The analyst notes the price target of $84 is reasonable given its position at a market low.\nPrice Action: At the last check Tuesday, CAH stock was up 0.61% at $120.36, and HSIC stock was down 0.08% at $71.70.\nRead Next:\n\nPhillips 66 Powers Up With $2.2 Billion Deal For EPIC Y-Grade’s NGL Business\n\nPhoto by Casimiro PT via Shutterstock\nLatest Ratings for CAH\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nFeb 2022\nCredit Suisse\nMaintains\n\nNeutral\n\n\nJan 2022\nBarclays\nMaintains\n\nOverweight\n\n\nDec 2021\nMorgan Stanley\nMaintains\n\nEqual-Weight\n\n\n\n View More Analyst Ratings for CAH \n View the Latest Analyst Ratings \nUNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.\nGet the latest stock analysis from Benzinga?\n\nCARDINAL HEALTH (CAH): Free Stock Analysis Report\nHENRY SCHEIN (HSIC): Free Stock Analysis Report\n\nThis article Headline Risks Affecting Healthcare Tech & Distribution Sector Will Likely Continue in 2025: BofA Analyst originally appeared on Benzinga.com\n© 2025 Benzinga.com. Benzinga does not provide investment advice. 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