Cardinal Health, Inc. (NYSE:CAH) Citi's 2024 Global Healthcare Conference Call December 3, 2024 8:00 AM ET

Company Participants

Aaron Alt - Chief Financial Officer
Matt Sims - Head, Investor Relations

Conference Call Participants

Daniel Grosslight - Citi

Daniel Grosslight

Thanks for joining us for the Cardinal Health fireside chat here at Citi's Global Healthcare Conference. My name is Daniel Grosslight. For those of you who don't know me, I'm the health tech and distribution analyst here at Citi. I'm very pleased to welcome Aaron Alt, Cardinal CFO, and Matt Sims, Cardinal's Head of IR. I'm sure you all are familiar with them.

Question-and-Answer Session

Q - Daniel Grosslight

So, I guess maybe we'll kick it off with a question about politics. I was told not to talk about politics at the Thanksgiving table, but I feel that we're in a safe space here. We have a new administration. Obviously, we're a month out now or so from the election, and I think most of President-elect Trump's picks to run the healthcare bureaucracy at the high level have now been announced. We'll see if they're confirmed, but I like to ask about really just how this new administration might impact your business. And I guess really on two fronts. The first front, I think, is the most visible tariffs, right? We've got some saber-rattling around not just the Chinese tariffs, which we're all familiar with, but also potential tariffs on Mexico and Canada and now the BRICS as well. So, I'd like to focus on that first. And then, after that, we can tackle kind of how this administration might impact your pharma business first.

Aaron Alt

Sure. Before I comment on anything, political or forward looking for that matter, Matt has got a few words to say.

Matt Sims

Yeah. Perfect. And, again, Daniel, thanks