Analyst
Bank of America
Equibles does not estimate personal net worth.
Allen Lutz is recorded as Analyst at Bank of America. Allen Lutz has spoken on 8 earnings calls across 5 companies, most recently for Guardian Pharmacy Services, Inc. on August 6, 2026. Those appearances were for Cencora, Inc. (COR), GoodRx Holdings, Inc. (GDRX), Guardian Pharmacy Services, Inc. (GRDN), Teladoc Health, Inc. (TDOC) and Mckesson Corp (MCK). The companies whose calls Allen Lutz spoke on are classified in the Healthcare sector.
“Fred, I want to follow up on that last comment you made around Omnicare and keeping some dry powder available. I know it's a difficult subject to opine on, but what are the range of outcomes for you that we should be thinking about related to that process as we think about the remainder of the year?”
“And Wendy, at the top of the call, you talked about a third of all will go be pill transactions in the first two months coming through BitRx. I mean, congratulations on that.”
“There's been a lot of changes going on in the business. Can you talk a little bit about how the web traffic and app usage is evolving as some of the areas that you're focusing on is starting to evolve?”
“Chuck, I want to ask another question on the better health assumptions for 2026. You had $13 million in revenue in 2025 from insurance. How should we think about the visibility into that $75 million to $90 million?”
Bank of America
Analyst
Source not stated
COR
Medical Distribution · Healthcare
Health Information Services · Healthcare
Medical Care Facilities · Healthcare
TDOC
Health Information Services · Healthcare
MCK
Medical Distribution · Healthcare
