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Cardinal Health

Pharmaceutical and

Specialty Solutions

Portfolio

I N S T I T U T I O N A L H E A LT H CA R E

S T R AT E GY & P L AT F O R M

A N A LY S I S • 2 0 2 6

Cardinal Health™

EXECUTIVE STRATEGY

Executive Overview

Cardinal Health (NYSE: CAH) operates as

a critical backbone of the North American

healthcare system. Distributing one out of

every four prescriptions in the United

States, the company has successfully

transitioned from a volume-based

logistics provider to a value-based

healthcare services platform.

The

Pharmaceutical and Specialty

Solutions

segment is the primary engine

of this transformation. By integrating

large-scale distribution with specialized

clinical services, Cardinal Health

addresses the increasing complexity of

biologics, biosimilars, and personalized

medicine.

Strategic Focus Areas

Generic Sourcing:

Maximizing

scale through SOURCE™.

Specialty Growth:

Expanding

oncology and urology

footprints.

Downstream Care:

Scaling at-

home and alternate-site

solutions.

→

•

Manufacturers

Cardinal Health

Platform

Specialty Clinics

Patients

Institutional Use Only

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 3

PLATFORM STRUCTURE

Portfolio Architecture

The Pharmaceutical and Specialty Solutions business is architected to capture value

across the entire pharmaceutical lifecycle—from clinical trials to the patient’s home.

Vertical

Core Capabilities

Strategic Objective

Distribution

Brand, Generic, & OTC

Logistics

Operational Excellence & Scale

Specialty

Cold-Chain, Oncology,

Urology

Margin Expansion & Clinical

Integration

Services

Manufacturer Hubs

(Sonexus™)

Manufacturer Stickiness & Data

Insights

Provider

MSO Services (Solaris, ION)

Control of the Care Site

Verified Insight:

Cardinal Health reported total FY2025 revenues of $226.8

billion, a testament to its massive footprint in the pharmaceutical value chain.

Source: Cardinal Health SEC Filings

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 4

SOURCING SCALE

SOURCE™ Generics

Generic medications account for the vast majority of prescriptions filled in the U.S.

SOURCE™ is Cardinal Health's proprietary sourcing engine that leverages global

purchasing power to ensure supply security and price competitiveness.

Strategic Sourcing

Supply Resilience

Generic Pharmaceutical Workflow

Global Suppliers →

SOURCE™ Quality Audit

→ Distribution Centers → Pharmacy

Fulfillment

MARKET ROLE

KEY ADVANTAGE

Generic Sourcing Intelligence

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 5

SPECIALTY CARE

Specialty Pharmaceutical Solutions

Specialty therapies require a distinct infrastructure compared to conventional pills.

Cardinal Health’s specialty business provides end-to-end support for providers treating

complex diseases.

Critical Capabilities

Cold-Chain Management:

Maintaining strict thermal integrity.

Patient Access:

Navigating reimbursement and prior authorizations.

Clinical Education:

Supporting providers with administration data.

•

Specialty Solutions Ecosystem

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 6

STRATEGIC ACQUISITION

Case Study: Solaris Health

In January 2024, Cardinal Health completed the acquisition of Specialty Networks

(Solaris Health) for

$1.2 billion

. This move escalated Cardinal's strategy to move closer

to the patient in urological care.

Strategic Rationale

Access to clinical data from a vast network of urologists.

Enhanced opportunities for specialty drug distribution.

Advanced analytics tools to optimize practice performance.

$1.2 Billion

•

TRANSACTION VALUE

Verified: Jan 2024 Transaction

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 7

ONCOLOGY EXPANSION

Case Study: Integrated Oncology Network

In September 2024, Cardinal Health announced the purchase of ION for

$1.115 billion

solidifying leadership in community-based oncology infrastructure.

Operational Scope

ION provides management services

and ancillary services to a wide

network of oncology physicians.

Strategic Synergy

ION integrates with the Navista™

platform to create a data-driven

oncology ecosystem.

Verified: Sept 2024 Transaction

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 8

MANUFACTURER SOLUTIONS

Manufacturer Services & Sonexus™

Sonexus™ Health Solutions

provides critical hub services, moving Cardinal Health from

a logistics vendor to a strategic commercialization partner.

The Commercialization Journey

Pre-Launch Strategy

Patient Hub Services

Adherence Programs

Data Insights

Sonexus™ Health Platform

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 9

ALTERNATE-SITE CARE

At-Home Care Strategy

Cardinal Health’s At-Home Solutions is a leader in providing medical supplies directly to

patients managing chronic conditions.

ADSS

Diabetes Care

The acquisition of

Advanced Diabetes Supply (ADSS)

bolstered the company's position

in CGM and essential chronic care supplies.

KEY ASSET

FOCUS AREA

Home Healthcare Logistics

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 10

DIGITAL INTELLIGENCE

Data, Analytics, and Intelligent Operations

Cardinal Health utilizes vast datasets to optimize the pharmaceutical supply chain and

improve clinical outcomes.

Navista™ Tech Solutions

Advanced analytics platform for oncology

practices identifying patient eligibility for

clinical trials.

Inventory Intelligence

Predictive modeling to ensure the right

drug is in the right location at the right

time.

Digital Transformation Hub

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 11

FINANCIAL PORTFOLIO

Financial and Operating Performance

FY2025 Highlights

Total Revenue:

$226.8 Billion

Pharma Segment Rev:

~$200

Billion

Capital Allocation

M&A:

$2.3B+ (ION, Solaris)

M&A Strategy Roadmap

Target

Date

Value

ION

Sept 2024

$1.115 Billion

Specialty Networks

Jan 2024

$1.2 Billion

•

Verified Financial Figures

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio — page 12

FUTURE OUTLOOK

Cardinal Health’s Healthcare Platform

Strategy

Cardinal Health enters the second half of the decade as a streamlined, data-

driven organization. By controlling the infrastructure of community oncology,

urology, and at-home care, the company has insulated itself from wholesale

volatility.

Strategic Conclusion

Cardinal Health Pharmaceutical and Specialty Solutions Portfolio

Prompt to Clone This Cardinal Health Pharmaceutical and Specialty Solutions Portfolio

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