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Cardinal Health, Inc. (CAH) Presents at Baird Global Healthcare Transcript
Seeking Alpha· 2025-09-10 23:53
Presentation Eric ColdwellSenior Research Analyst Good to go. Great. Good morning, everyone. My name is Eric Coldwell. I cover pharma services, health care distribution and related industries for Baird. And it's a great pleasure to have Cardinal Health with us here today. On stage with me, Jason Hollar, CEO; Aaron Alt, CFO; and of course, Matt Sims, who leads up Investor Relations. And we're very excited to have Cardinal. This has been a lot of fun for the last few years since you joined. And officially, ...
Cardinal Health, Inc. (CAH) Presents At Baird Global Healthcare Conference 2025 Transcript
Seeking Alpha· 2025-09-10 23:53
Presentation Eric ColdwellSenior Research Analyst Good to go. Great. Good morning, everyone. My name is Eric Coldwell. I cover pharma services, health care distribution and related industries for Baird. And it's a great pleasure to have Cardinal Health with us here today. On stage with me, Jason Hollar, CEO; Aaron Alt, CFO; and of course, Matt Sims, who leads up Investor Relations. And we're very excited to have Cardinal. This has been a lot of fun for the last few years since you joined. And officially, ...
Stevanato: Recovery Underway, Buy Confirmed
Seeking Alpha· 2025-06-22 13:53
多元化工具与医药服务行业一季度业绩 - 多元化工具与医药服务行业一季度业绩表现略超预期但伴随多项业绩指引下调 反映更具挑战性的宏观经济环境 包括关税影响 美国国立卫生研究院(NIH)相关业务中断 以及生物制药领域支出态度更趋谨慎 [1] Stevanato集团业务动态 - Stevanato集团(未明确提及股票代码)被提及 但原文未披露具体业绩数据或业务细节 仅显示该标的属于买方对冲基金专业人士长期基本面分析覆盖范围 [1] 行业宏观挑战 - 行业面临三重压力:贸易关税直接影响成本结构 NIH相关资金波动导致研发服务需求不确定性 生物制药公司资本开支收缩趋势显现 [1]