This episode delves into McKesson's major announcement from May 2025 to spin off its Medical-Surgical Solutions (MMS) division into a new, independent company. We explore the strategic rationale behind this decision and what it means for the US medical device distribution landscape. We analyze the specific role of MMS in serving alternate-site providers like physician offices and surgery centers and discuss the significant implications this separation will have for MedTech manufacturers focused on the non-acute care market.

- What is McKesson's plan for its Medical-Surgical Solutions division starting in 2025?
- Why is one of the largest healthcare distributors making this strategic change?
- What are "alternate-site providers" and why are they a crucial market?
- How will the new independent company ("NewCo") be different from the current MMS?
- What opportunities does this spin-off create for medical device manufacturers?
- If your products are sold to clinics or for home use, how does this affect your distribution strategy?
- What is the projected timeline for the completion of this separation?

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