CI
Healthcare Plans · Healthcare
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Aaron Wright is recorded as Analyst at Morgan Stanley. Aaron Wright has spoken on 14 earnings calls and 1 other investor event across 11 companies, most recently for Cencora, Inc. on November 4, 2026. Those appearances were for Cigna Group (CI), Labcorp Holdings Inc. (LH), Zoetis Inc. (ZTS), Cencora, Inc. (COR), Henry Schein Inc (HSIC) and 6 other companies. The companies whose calls Aaron Wright spoke on are classified in the Healthcare sector.
“So, um, a competitor of yours recently announced a, a transaction in the infusion space with option care. I guess, is that an area that is interested to you? Did you look at that asset?”
“Talk a little bit about the innovation and just the overall market dynamics that you're seeing across implants right now, particularly across the value segment, the demand trends that you're seeing across geographies.”
“There was a big, sorry, there was a big focus today on oncology, and can you give us a little bit more around how you think about the contributions of that over time, something that maybe you could break more out going forward, what the contribution is to organic growth over the longer term.”
“So I want to go back to growth profit per script. It was up 28% in the second quarter, 50% in the first quarter, 21% in 2025. But before that, it was like roughly flat.”
“I might be getting ahead of the investor day, but you're obviously taking a step back in the PBM or at PBS with the transition that you're making this year, but do you remain relatively flat in that business in 2027 and then grow 2% to 4% PBS long-term?”
Morgan Stanley
Analyst
Transcript header (unverified)
CI
Healthcare Plans · Healthcare
Diagnostics & Research · Healthcare
ZTS
Drug Manufacturers - Specialty & Generic · Healthcare
COR
Medical Distribution · Healthcare
HSIC
Medical Distribution · Healthcare
Health Information Services · Healthcare
MDLN
Medical Instruments & Supplies · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
HUM
Healthcare Plans · Healthcare
MCK
Medical Distribution · Healthcare