Do Earnings Revisions And Value-Based Care Momentum Change The Bull Case For McKesson (MCK)?

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McKesson (MCK) has seen positive earnings estimate revisions and consistent EPS beats, driven by its pharmaceutical distribution and growing role in value-based care. While these factors support a strong near-term outlook, potential risks related to drug pricing policy remain significant. The company’s future performance will depend on its ability to leverage its scale and services amidst regulatory pressures, with current forecasts projecting a substantial increase in revenue and earnings by 2029.

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