McKesson (MCK) Q4 2024 Earnings Call Transcript

In fiscal 2025, we're making investments in the segment to support the recent acquisition of Compile, a healthcare data platform that captures and aggregates data to provide insights and analytics for biopharma. We believe there's an initial use case across the breadth of the Medical-Surgical Solutions segment. The Medical-Surgical Solutions segment has broad relationships with providers and extensive data sets, leading to opportunities to develop incremental value creation opportunities.

 

Brian Tyler

Sure. I mean, in many ways we thought of Compile as a foundational data investment for us, and we liked the business by itself. But we also thought given some of the other data sets, transaction sets that reside in the company, we could augment and add and accelerate that. We chose a first use case in the medical business where we have, extensive, hundreds of thousands of relationships with providers and data that complement their already strong provider data service offering. So we think we can both augment that and unlock unique value because of the footprint and reach in Med-Surg and so we're making an investment into that thesis.

https://seekingalpha.com/article/4690435-mckesson-corporation-mck-q4-2024-earnings-call-transcript