CVS Health Corporation (NYSE:CVS) 2022 Goldman Sachs Global Healthcare Conference June 15, 2022 11:00 AM ET
Executives
Shawn Guertin - Chief Financial Officer
Analysts
Lindsay Golub - Goldman Sachs
Lindsay Golub
Good morning. My name is Lindsay Golub. I work on the Healthcare Services team at Goldman Sachs, and we are pleased to have you all here with us today in California. I have Shawn Guertin with us from CVS. We are very pleased to have them here.
Shawn Guertin
Thank you. Good morning, everyone.
Lindsay Golub
Great. So just before we start, just have to make some quick disclosures. We are required to make certain disclosures and public appearances about Goldman Sachs’ relationships with companies that we discuss. The disclosures relate to investment banking relationships, compensation received or 1% or more ownership.
We are prepared to read aloud disclosures for any issuer upon request. However, these disclosures are available in our most recent reports available to clients on our firm’s portals. Disclosures and updates to these disclosures are also available by ticker on the firm’s public website gs.com/research/hedge. Also they will be stated by non-Goldman Sachs personnel do not necessarily reflect those of Goldman Sachs.
Question-and-Answer Session
Q - Lindsay Golub
Great. And with that out of the way, I want to start with the long-term question.
Shawn Guertin
Okay.
Lindsay Golub
At the December Analyst Day, you have highlighted the potential to increase earnings growth by up to 2% starting in 2024, the new care delivery models and accelerating foundational growth. While I want to talk about getting into primary care in areas like home in a minute, the potential drivers of earnings improvement that you discussed then were broader and included things like omnichannel pharmacy, virtual care and subscription models. Of that 2% incremental growth, how should investors think about what might be addressable within the
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