Market PositionThe US Oncology Network would now have ~2,850 oncologists, which represents 21-22% of the market.
Operational FocusAn increased operational focus on the US businesses (Pharma, RxTS, Med/Surg) is a positive.
Strategic AcquisitionsMcKesson announced its acquisition of Florida Cancer Specialists, which added an estimated $3.6Bn of oncology spend to McKesson’s platform.