Jack Slevin

Healthcare

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '26

Focus Areas8 topics

Cost Pressure1Supply Chain1Revenue Growth1M&A1Pricing1Competitive Dynamics1Capital Allocation1Credit1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

CAHCardinal Health3 quarters

2026 Q1

Can you maybe just speak to if any of that applies right now, given some of the volatility we're seeing in energy prices

Cost PressureSupply ChainView in transcript →

2025 Q3

is there any color you can give on where Pharma spending within the MSO or drug spending with the MSO and trending?

Revenue GrowthM&AView in transcript →

2024 Q4

Can you just run back through, exactly sort of what that means for the next, call it, six quarters

Capital AllocationCreditView in transcript →

CORCencora1 quarter

2025 Q2

what are the moving pieces that need to happen as we see more competition in that category for earnings to expand there or for margins to expand there

PricingCompetitive DynamicsView in transcript →