McKesson Refocuses On North America With Spin Off And Oncology Growth

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McKesson has completed its exit from European operations and plans to spin off its medical-surgical segment to concentrate on North American businesses, particularly oncology and specialty services. This strategic shift, reflected in raised full-year guidance, aims to streamline its portfolio and focus on higher-value healthcare services. Investors should track the separation of the medical-surgical unit and performance in oncology and biopharma services, as the company trades diversification for a more focused, yet potentially riskier, model.

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