Did McKesson’s (MCK) EPS Hike and Oncology Push Just Redefine Its Investment Narrative?

McKesson recently raised its full-year EPS guidance, projecting approximately 13%–15% growth (15%–17% excluding certain prior-year items), and outlined plans to rebrand its Medical-Surgical unit as Wellverse with a potential IPO targeted for the second half of 2027, alongside a pending acquisition of Precision Medicine Group to expand oncology and biopharma-services capabilities, subject to regulatory approval. This combination of upgraded earnings expectations, portfolio reshaping around...