In short: Recent add: one of the three big drug distributors, a GLP-1 weight-loss-drug beneficiary (distributing it around the country) — healthcare exposure without the AI trade.
McKesson is one of the three giant companies that distribute prescription drugs from manufacturers to pharmacies across the country. It's a low-margin, high-volume logistics business.
The new angle: it's a beneficiary of the GLP-1 weight-loss-drug boom (Ozempic-type medicines), because it handles distributing those blockbuster drugs. A recent add that gives Oxbow healthcare exposure without paying AI-trade prices.
50:19costs of what the customers need. So there's an emphasis on reliability and gives them some pricing power. So high-quality, kind of steady industrial business. McKesson is one of the three big drug distributors. The emphasis on GLP-1 weight loss drugs, they've been a beneficiary of that because they're one of the companies distributing it around the country.
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