Does Option Care Health's 2025 Guidance Improvement Mitigate Stelara Biosimilar Challenges for OPCH Investors?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 22 2025
0mins
Should l Buy OPCH?
Source: Yahoo Finance
Company Strategy and Revenue Outlook: Option Care Health presented its strategy at the Jefferies London Healthcare Conference, addressing a projected revenue headwind of $60 million to $70 million in 2025 due to Stelara biosimilar discount changes, while simultaneously raising its full-year guidance for 2026.
Growth and Investment Confidence: The company expects growth in key financial metrics supported by the expansion of its advanced practitioner model, active share buybacks, and ongoing capital investments, indicating management's confidence despite industry challenges.
Market Risks and Profit Margins: Investors are advised to consider the impact of therapy mix shifts towards lower-margin drugs on profit margins, which could pose risks to the company's financial performance, even as management remains focused on profit growth and market expansion.
Future Projections and Fair Value Estimates: Option Care Health projects $6.9 billion in revenue and $306.2 million in earnings by 2028, requiring an annual growth rate of 8.8%, with fair value estimates for the stock ranging from $35.30 to $61.53 per share, reflecting varying investor opinions on future performance.
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Analyst Views on OPCH
Wall Street analysts forecast OPCH stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 34.430
Low
27.00
Averages
36.22
High
40.00
Current: 34.430
Low
27.00
Averages
36.22
High
40.00
About OPCH
Option Care Health, Inc. is an independent provider of home and alternate site infusion services. The Company’s infusion services include the clinical management of infusion therapy, nursing support and care coordination. It provides a therapy portfolio through its network of 92 full-service pharmacies and 93 stand-alone ambulatory infusion suites. It administers a wide variety of therapies and services, including anti-infectives infusion, nutrition support, immunoglobulin infusion, chronic inflammatory disorders, neurological disorders, bleeding disorders infusion, Naven health, women’s health, heart failure, and others. Its home infusion services include medication and supplies for administration and use at home or within one of its ambulatory infusion suites, consultation and education regarding the patient’s condition and the prescribed medication nursing support, clinical monitoring and assistance in monitoring potential side effects, and assistance in obtaining reimbursement.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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