Latest news with #OptionCareHealth
Yahoo
15-05-2025
- Business
- Yahoo
Top Security Executives Recognized at the 2025 ChicagoCISO ORBIE Awards
Leading CISOs honored for leadership, security, and business May 15, 2025 (GLOBE NEWSWIRE) -- The 2025 ChicagoCISO ORBIE Awards recognized the exceptional leadership and cyber resilience of top security executives from Accenture, Fresenius Kabi, City of Chicago, Morningstar Inc., Rate Companies, Cision & Option Care Health. The prestigious ORBIE Awards - hosted by ChicagoCISO, a chapter of the Inspire Leadership Network - honor CISOs who drive business transformation and industry impact. Winners were recognized across seven categories: Super Global, Global, Large Enterprise, Enterprise, Large Corporate, Corporate, and Leadership. The ceremony, which took place at the Marriott Marquis Chicago, brought together top executives and industry leaders to celebrate excellence in security leadership. "Great CISOs recognize that the power of collaboration lies in trusted relationships," said Michael Smith, ChicagoCISO Chair. 'The ChicagoCISO ORBIE® Awards embody this by inspiring, connecting, and honoring CISOs for their leadership and the value they bring to Chicago's businesses through enterprise security.' Meet the 2025 ChicagoCISO ORBIE Award Winners: ›› Jill Rhodes, SVP & CISO of Option Care Health, received the Leadership ORBIE. ›› Kris Burkhardt, CISO of Accenture, received the Super Global ORBIE for organizations over $9 billion annual revenue & multi-national operations. ›› Derek Dixon, CISO of Fresenius Kabi, received the Global ORBIE for organizations over $3 billion annual revenue & multi-national operations. ›› Bruce Coffing, CISO of City of Chicago, received the Large Enterprise ORBIE for organizations over $3 billion annual revenue. ›› Daniel Mayer, CISO of Morningstar Inc., received the Enterprise ORBIE for organizations over $1.5 billion annual revenue. ›› Darin Hurd, EVP & CISO of Rate Companies, received the Large Corporate ORBIE for organizations over $1 billion annual revenue. ›› Albert Hoelscher, VP & CISO of Cision, received the Corporate ORBIE for organizations up to $1 billion annual revenue. About the ORBIE: The ORBIE is the preeminent executive recognition for C-suite leaders. Since 1998, the ORBIE Awards have recognized leadership excellence, building relationships between executives and trusted business partners, and inspiring the next generation of executives. Finalists and winners are selected through an independent peer-adjudicated process led by prior ORBIE recipients based on the following criteria: Leadership and management effectiveness Business protection created by enterprise security Engagement in industry and community endeavors ChicagoCISO ORBIE Keynote & Attendance: The keynote address for the ChicagoCISO ORBIE Awards was delivered by Jill Rhodes, SVP & CISO of Option Care Health, who was interviewed by Sara Schmidt, SVP & CISO of US Foods. Over 250 guests attended, representing leading Chicagoland organizations and their technology partners. The following sponsors made the 2025 ChicagoCISO ORBIE Awards possible: Underwriters: Burwood Group Inc. Gold Sponsors: Fortinet, Lynx Technology Partners, MajorKey Technologies & Tata Consultancy Services Silver Sponsors: Cloudflare, Okta, Seemplicity, SentinelOne & Wiz Bronze Sponsors: Between Pixels, IDMworks, Island, Pentera, Protiviti, RSM US & Tines Media Partner: Crain's Chicago Business National Partner: Year Up United To learn more about sponsorship opportunities and how to connect with leading C-suite executives across North America, click here. About ChicagoCISO: ChicagoCISO is the preeminent peer leadership network of chief information security officers (CISOs) in Chicagoland. As one of over 40 chapters of the Inspire Leadership Network, ChicagoCISO belongs to a national membership organization exclusively comprised of C-suite leaders from public and private businesses, government, education, healthcare, and nonprofit institutions. ChicagoCISO is led by a CISO Advisory Board, with support from an executive director and staff. Underwriter executives support the chapter and ensure the programs remain non-commercial and exclusive to qualified CISOs and members. About Inspire Leadership Network: Inspire Leadership Network is the preeminent peer leadership network of C-suite executives. With nearly 2,000 members across more than 40 local chapters, Inspire members serve public and private businesses, government, education, healthcare, and non-profit institutions. Inspire exists to help leaders thrive in today's most challenging executive roles. Media Contact Nicole Lammes A photo accompanying this announcement is available at in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
OPCH Q1 Earnings Call: Revenue Growth Surpasses Expectations as Acute and Chronic Therapies Expand
Alternate site health provider Option Care Health (NASDAQ:OPCH) reported Q1 CY2025 results exceeding the market's revenue expectations , with sales up 16.3% year on year to $1.33 billion. The company's full-year revenue guidance of $5.5 billion at the midpoint came in 1.3% above analysts' estimates. Its non-GAAP profit of $0.40 per share was 20% above analysts' consensus estimates. Is now the time to buy OPCH? Find out in our full research report (it's free). Revenue: $1.33 billion vs analyst estimates of $1.26 billion (16.3% year-on-year growth, 6.1% beat) Adjusted EPS: $0.40 vs analyst estimates of $0.34 (20% beat) Adjusted EBITDA: $111.8 million vs analyst estimates of $102.8 million (8.4% margin, 8.8% beat) The company lifted its revenue guidance for the full year to $5.5 billion at the midpoint from $5.4 billion, a 1.9% increase Management slightly raised its full-year Adjusted EPS guidance to $1.66 at the midpoint EBITDA guidance for the full year is $462.5 million at the midpoint, in line with analyst expectations Operating Margin: 5.9%, in line with the same quarter last year Free Cash Flow was -$16.59 million compared to -$74.6 million in the same quarter last year Market Capitalization: $5.22 billion Option Care Health's first quarter results reflected broad-based growth across both acute and chronic therapy lines, with management citing improved IV bag supply, expanded infusion clinic capacity, and deeper payer partnerships as key drivers. CEO John Rademacher emphasized the company's ability to support complex patient needs through investments in technology, a national compounding pharmacy network, and the addition of dedicated care transition staff. He also noted that revenue growth was balanced, with acute therapies growing in the mid-teens and chronic therapies in the high teens year over year. Looking ahead, management's full-year outlook is shaped by ongoing investment in technology, further expansion of infusion clinic and nursing capabilities, and proactive risk management in response to potential policy changes such as new tariffs. CFO Mike Shapiro highlighted that guidance does not yet reflect any material impact from tariffs or policy shifts, citing current uncertainty. However, Rademacher noted that a cross-functional team is actively monitoring potential supply chain disruptions and cost increases, aiming for an agile response if needed. Option Care Health's management attributed first quarter outperformance to operational execution in both acute and chronic care segments, expanded clinical capacity, and efficiency gains from technology investments. The ability to serve a diverse patient portfolio and deepen relationships with payers underpinned the company's positive momentum. Acute therapy growth: Management reported mid-teens growth in acute therapies, driven by improved IV bag supply and investments in dedicated care transition specialists. This allowed the company to respond rapidly to patient discharges and win new referrals from hospitals. Chronic therapy momentum: High-teens growth in chronic therapies was supported by strong performance in rare, orphan, and limited distribution drugs. Management cited effective revenue cycle management and sustained patient census despite reimbursement changes as contributors. Clinic and chair expansion: The opening of new infusion clinics and additional compounding pharmacy facilities increased the company's capacity to meet patient demand. Over one-third of nursing visits now occur in company-operated centers, highlighting a shift toward alternate-site care. Technology-enabled efficiency: Investments in robotic process automation and AI, particularly in patient registration and revenue cycle processes, led to measurable improvements in cash collection velocity and operational productivity. The partnership with Palantir was highlighted as enabling faster patient onboarding. Payer partnership deepening: Management described more collaborative relationships with health plans, as payers seek to manage medical loss ratios and total cost of care. Option Care Health's national scale and local responsiveness were positioned as differentiators in supporting site-of-care initiatives. Management's outlook for the remainder of the year is centered on maintaining balanced growth across therapy types, increasing operational efficiency, and adapting to potential changes in the regulatory or reimbursement environment. Therapy mix and payer demand: Sustained growth in both acute and chronic therapies is expected, supported by payer-driven site-of-care initiatives and the company's ability to deliver lower-cost, high-quality care in non-hospital settings. Operational leverage and technology adoption: Continued investment in automation and AI is projected to drive further efficiency in revenue cycle management and patient onboarding, supporting margin stability even as volumes grow. Policy and supply chain risks: Management acknowledged that uncertainty around tariffs, reimbursement policy, and possible supply chain disruptions remains a risk. A dedicated team is monitoring developments, with the company prepared to adjust procurement and pricing strategies if needed. Lisa Gill (JPMorgan): Asked whether guidance conservatism reflected fundamental concerns beyond tariff uncertainty. Management said the cautious approach was due to seasonal volatility and the unpredictable impact of potential policy shifts. Pito Chickering (Deutsche Bank): Inquired about tariff pass-through mechanics and reference pricing lags. CFO Mike Shapiro explained that reimbursement typically tracks procurement costs over time, though there could be short-term mismatches. Constantine Davides (Citizens): Queried on evolving payer relationships and network design. CEO John Rademacher said Option Care Health is increasingly integral to payer site-of-care strategies, especially amid competitive retrenchment. Matt Larew (William Blair): Questioned the sustainability of acute therapy growth after recent market share gains. Management noted that while recent growth was elevated, long-term acute growth is expected to normalize as market dynamics stabilize. Joanna Gajuk (Bank of America): Sought clarity on the size and timing of STELARA headwinds and supply costs related to tariffs. Management confirmed the expected annual impact from STELARA and that medical supply costs exposed to tariffs are currently limited and manageable. In future quarters, the StockStory team will closely track (1) the durability of acute therapy growth as competitive dynamics evolve, (2) the impact of ongoing technology investments on revenue cycle and cost efficiency, and (3) the company's ability to mitigate policy and tariff risks as Washington debates new healthcare measures. Progress on integrating recent acquisitions and expanding clinic capacity will also be important markers of execution. Option Care Health currently trades at a forward P/E ratio of 19.3×. In the wake of earnings, is it a buy or sell? The answer lies in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
Yahoo
11-05-2025
- Business
- Yahoo
Is Option Care Health (OPCH) the Best Performing Healthcare Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where Option Care Health, Inc. (NASDAQ:OPCH) stands against other best performing healthcare stocks to buy now. On April 15, CNBC reported that President Trump's healthcare-focused executive order brought in a win for the sector. Trump directed his health department to collaborate with Congress to revamp a law allowing Medicare to negotiate prescription drug prices. The announcement seeks to bring a change that the pharmaceutical company has lobbied for. Since the negotiation process is included in legislation, Trump's executive order cannot implement the change itself. However, it directs Secretary of Health and Human Services Robert F. Kennedy Jr. to join hands with Congress and change it. CNBC reported that drug makers have been working to delay the eligibility timeline for small-molecule drugs to be available for price negotiations by four years. This typically includes pills and most medications. This goes hand in hand with the 13-year wait until more complex biotech drugs are eligible for Medicare price negotiations. Trump's wide-ranging executive order also focuses on slashing healthcare costs. It comes a day after the administration instituted a national security report on the pharma industry. CNBC called the report 'a precursor to sector-specific tariffs.' READ ALSO: Recession Resistant Investing: 10 Best Grocery Stocks To Buy Now and 11 Most Promising Future Stocks According to Hedge Funds. Medicare's negotiating powers have been a subject of contention, as drug makers have opined that they would suppress innovation and have rallied against the time frame for negotiation eligibility for most drugs. The law now allows the government to negotiate prices for drugs with no competition, which includes complex biotech or biologic medications after 13 years on the market, but 9 years for their administration as capsules and pills. Although they did not provide specifics, White House officials told reporters that other changes to the negotiation process would yield more savings than those attained during the first round under the Biden administration. While the Biden administration negotiated price cuts as steep as 79% for the first ten most expensive drugs to the Medicare program, the Trump administration would negotiate prices for the following 15 medications. This includes Pfizer's cancer drugs Ibrance and Xtandi, as well as Novo Nordisk's blockbuster diabetes and weight-loss treatments Ozempic and Wegovy. We used Finviz to screen healthcare stocks and selected the best performers based on their year-to-date (YTD) performance, as of May 9, 2025. We also included the number of hedge fund holders for each stock as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey's database. The list is sorted in ascending order of year-to-date performance. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A home infusion nurse in full PPE gown delivering treatments to a patient in their own home. YTD Performance: 37.24% Number of Hedge Fund Holders: 40 Option Care Health, Inc. (NASDAQ:OPCH) provides infusion therapy and similar ancillary healthcare services through a national network of full-service pharmacies. It holds contracts with hospitals, physicians, third-party payers, managed care organizations, and other referral sources to provide complex compounded solutions and pharmaceuticals to patients. The company's home infusion services include bleeding disorder therapies, nutrition support, anti-infectives, and more. On April 30, UBS analyst A.J. Rice upgraded the rating on Option Care Health, Inc. (NASDAQ:OPCH) to a Buy and set a price target of $40.00, highlighting the company's strategic positioning and strong financial performance. The company's fiscal Q1 2025 financials also reflected a robust earnings momentum. Effective inventory management supports the analyst's belief that the impact of STELARA, a prescription drug that treats moderate to severe plaque psoriasis, will be less severe than expected. STELARA's integration in Option Care Health, Inc.'s (NASDAQ:OPCH) earnings is anticipated to support long-term growth. This is especially true as the healthcare industry shifts care from institutional settings to home, which is proving beneficial to Option Care Health, Inc.'s (NASDAQ:OPCH) diversified drug portfolio. The analyst also reasoned that the company's solid free cash generation ability and balance sheet position it well for strategic acquisitions in a fragmented market, supporting the buy rating. The company is also well-positioned to manage potential tariff impacts through its inventory management, strategic contracts, and risk mitigation related to cost inflation. Overall, OPCH ranks 9th on our list of the best performing healthcare stocks to buy now. While we acknowledge the potential for OPCH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than OPCH but trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
05-05-2025
- Business
- Yahoo
Brookdale (BKD) To Report Earnings Tomorrow: Here Is What To Expect
Senior living provider Brookdale Senior Living (NYSE:BKD) will be announcing earnings results tomorrow afternoon. Here's what to look for. Brookdale met analysts' revenue expectations last quarter, reporting revenues of $780.9 million, up 3.5% year on year. It was a slower quarter for the company, with a significant miss of analysts' EPS estimates. Is Brookdale a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Brookdale's revenue to grow 4.4% year on year to $816.9 million, in line with the 3.9% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.14 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Brookdale has missed Wall Street's revenue estimates four times over the last two years. Looking at Brookdale's peers in the senior health, home health & hospice segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Option Care Health delivered year-on-year revenue growth of 16.3%, beating analysts' expectations by 6.1%, and Chemed reported revenues up 9.8%, topping estimates by 0.8%. Option Care Health traded down 2% following the results while Chemed was also down 6.9%. Read our full analysis of Option Care Health's results here and Chemed's results here. There has been positive sentiment among investors in the senior health, home health & hospice segment, with share prices up 4.9% on average over the last month. Brookdale is up 17.7% during the same time and is heading into earnings with an average analyst price target of $7.40 (compared to the current share price of $6.58). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Sign in to access your portfolio
Yahoo
05-05-2025
- Business
- Yahoo
The Pennant Group (PNTG) Q1 Earnings Report Preview: What To Look For
Senior living provider The Pennant Group (NASDAQ:PNTG) will be announcing earnings results tomorrow after market close. Here's what you need to know. The Pennant Group beat analysts' revenue expectations by 1.4% last quarter, reporting revenues of $188.9 million, up 29.4% year on year. It was a strong quarter for the company, with a solid beat of analysts' sales volume estimates and full-year revenue guidance beating analysts' expectations. Is The Pennant Group a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting The Pennant Group's revenue to grow 28.4% year on year to $201.5 million, improving from the 24.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.24 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. The Pennant Group has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 4.8% on average. Looking at The Pennant Group's peers in the senior health, home health & hospice segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Option Care Health delivered year-on-year revenue growth of 16.3%, beating analysts' expectations by 6.1%, and Chemed reported revenues up 9.8%, topping estimates by 0.8%. Option Care Health traded down 2% following the results while Chemed was also down 6.9%. Read our full analysis of Option Care Health's results here and Chemed's results here. There has been positive sentiment among investors in the senior health, home health & hospice segment, with share prices up 4.9% on average over the last month. The Pennant Group is up 9.6% during the same time and is heading into earnings with an average analyst price target of $31.25 (compared to the current share price of $26.69). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio
