McKesson Corp (NYSE:MCK)
CAPS Rating:
Providing supply, information and care management products and services designed to reduce costs and improve quality across the healthcare industry.
Providing supply, information and care management products and services designed to reduce costs and improve quality across the healthcare industry.
Recs
MCK is best of breed but my view on the overall space is mixed. I am going short ABC which is more exposed to a narrowing piece of the specialty pharmacy action. MCK has USO which I think allows them to do interesting things moving forward.