Headline Risks Affecting Healthcare Tech & Distribution Sector Will Likely Continue in 2025: BofA Analyst
Headline Risks Affecting Healthcare Tech & Distribution Sector Will Likely Continue in 2025: BofA Analyst
Potential 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.BofA Securities predicts that headline risks affecting the Healthcare Tech & Distribution sector in 2024 will likely continue in 2025.
美銀證券預測，影響醫療科技與藥品經銷板塊的風險將在2024年持續，並可能在2025年繼續存在。
Key areas of concern include pharmacy benefit managers (PBMs), retail pharmacies, distributors, fertility benefits, and direct-to-consumer (D2C) pharmacies.
主要關注領域包括藥房福利管理者（PBMs）、零售藥房、分銷商、生育福利和直接面向消費者（D2C）藥房。
While 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.
儘管預計對PBMs的監管壓力將持續，但分析師認爲這主要會影響利潤率和增長率，而不是導致業務模式的重大變化。
Potential 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.
下一屆政府可能進行的政策調整可能包括對《通貨膨脹削減法》的調整、擴大健康儲蓄賬戶（HSAs）的訪問權限，以及增強對生育福利的支持。
BofA 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.
美銀將卡地納健康公司（NYSE:CAH）從中立評級上調至買入。分析師指出，卡地納健康的核心藥品板塊增長速度快於其競爭對手，預計這一趨勢將在來年進一步增強。
Also Raed: Cardinal Health Raises 2025 Profit Outlook Again, Helped By Strong Drug Distribution Business
另據報道：卡地納健康再次上調2025年利潤預期，受到強勁藥品經銷業務的支持。
The 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.
該公司在其藥房福利管理（PBM）業務中享有獨特優勢，這可能在到2026財年爲每股收益增長增加2-3個百分點。
Despite 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.
儘管卡地納健康的增長潛力更強，但與麥克森公司（NYSE:MCK）相比，其股票的交易價格顯著折扣，但這一差距可能在明年內縮小或反轉。
BofA 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.
美國銀行已將漢瑞祥（納斯達克:HSIC）評級從跑輸大盤上調至買入，並將目標價從69美元上調至84美元，認爲其是一個有潛力的頂級牙科業務，能夠實現長期盈利增長。
The company is recovering from last year's cybersecurity incident, which should boost reported figures.
公司正在從去年的網絡安全事件中恢復，這將提升報告數字。
With 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.
在這些挑戰解決後，分析師認爲漢瑞祥提供了一個強有力的機會，可以從復甦的牙科市場中受益。
The 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.
公司可能在中長期內看到額外的上行潛力，這得益於向私有品牌產品的轉變以及對特殊服務日益增長的關注。分析師指出，84美元的目標價在市場低位時是合理的。
Price 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.
價格走勢：根據週二最後一次檢查，卡地納健康（CAH）股票上漲0.61%，報120.36美元，漢瑞祥（HSIC）股票下跌0.08%，報71.70美元。
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