Does Expanded Rapiblyk Distribution Hint at a Deeper Shift in Cardinal Health’s (CAH) Specialty Strategy?

AOP Health US, LLC recently expanded US access to its critical care drug Rapiblyk (landiolol) through Cardinal Health and other major distributors, allowing hospitals and health systems to source it via their usual channels. This broadened distribution highlights Cardinal Health’s role as a core conduit for complex therapies in acute care settings, reinforcing its importance in the specialty pharmaceutical supply chain. We’ll now examine how this wider Rapiblyk distribution through Cardinal Health could influence the company’s investment narrative and long-term positioning. These 18 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Cardinal Health Investment Narrative RecapTo own Cardinal Health, you need to believe in the durability of its role at the center of the pharmaceutical and medical supply chain, with modest earnings growth and tight margins. The expanded Rapiblyk distribution supports this core distributor story but does not materially change the near term picture, where regulatory and reimbursement uncertainty remain key risks and upcoming earnings updates are still the main catalyst to watch. The most relevant recent announcement here is AOP Health US widening Rapiblyk access through Cardinal Health and other major distributors, underscoring Cardinal’s position in complex, acute care therapies. This sits alongside progress in its medical distribution business under new management, which many investors are watching closely as a potential earnings and margin catalyst if Cardinal can keep improving service levels and profitability. Yet while Cardinal’s role in critical care drugs is growing, investors still need to consider the risk that tighter government pricing and reimbursement pressure could... Read the full narrative on Cardinal Health (it's free!)Cardinal Health's narrative projects $288.0 billion revenue and $2.2 billion earnings by 2028.Uncover how Cardinal Health's forecasts yield a $222.20 fair value, a 10% upside to its current price.Exploring Other PerspectivesCAH Earnings & Revenue Growth as at Jan 2026 Four members of the Simply Wall St Community value Cardinal Health between US$168 and US$462 per share, showing a very wide spread in expectations. Against that backdrop, concerns about rising regulatory scrutiny and reimbursement changes could be important in shaping how you think about the company’s longer term earnings power and resilience.Explore 4 other fair value estimates on Cardinal Health - why the stock might be worth 17% less than the current price!Build Your Own Cardinal Health NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Cardinal Health research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free Cardinal Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cardinal Health's overall financial health at a glance.Interested In Other Possibilities?Our daily scans reveal stocks with breakout potential. Don't miss this chance:This technology could replace computers: discover 29 stocks that are working to make quantum computing a reality.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.