• Cardinal Health released its 2026 Advanced Therapies Report, focusing on how advanced treatments are shifting toward community-based care.
• The report outlines how providers are rethinking care delivery models to widen patient access outside traditional hospital settings.
• Findings add new detail to Cardinal Health's role in advanced therapies beyond its previously covered radiopharmaceutical expansions.

For investors watching Cardinal Health (NYSE:CAH), the new report lands at a time when the stock trades at $214.95 and has 5-year gains of 295.1%. The company has also posted a 61.9% return over the past year, with a 4.5% gain year to date, which keeps attention on how its advanced therapies focus could influence its position in healthcare services.

The report's emphasis on community-based delivery of advanced therapies highlights areas where Cardinal Health may need to support providers with distribution, logistics, and data capabilities. For you as an investor, the key question is how this shift in care settings could affect demand for the company's offerings and its role in supporting infrastructure for these treatments over time.

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The 2026 Advanced Therapies Report points to a clear shift in where complex treatments are delivered, moving more care out of large hospital centers and closer to patients. For Cardinal Health, that aligns with its existing push into radiopharmaceuticals and targeted alpha therapies such as Actinium-225, where it has already expanded production capacity and supports more than 15 clinical trials. As advanced therapies spread into outpatient and community settings, providers are likely to lean more on partners that can combine specialty drug supply, cold-chain distribution, and site-of-care onboarding, an area where Cardinal Health competes with players like McKesson and AmerisourceBergen.

How This Fits Into The Cardinal Health Narrative

• The focus on community-based access lines up with the narrative around growth in specialty distribution and at-Home Solutions, supporting the idea that Cardinal Health can benefit as more care moves outside hospitals.
• At the same time, the need for more complex logistics, compliance, and reimbursement support could add operational strain, which connects back to concerns in the narrative about execution risk in certain businesses.
• The report’s emphasis on partnerships around advanced therapies may not be fully captured in the narrative’s discussion of radiopharmaceuticals and specialty services as a single growth bucket.

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The Risks and Rewards Investors Should Consider

• ⚠️ Execution risk if Cardinal Health cannot scale community-based advanced therapy support without squeezing margins, especially while managing tariff and reimbursement headwinds.
• ⚠️ Competitive pressure from other large distributors and specialized radiopharmacy networks that could limit Cardinal Health’s share of new advanced therapy partnerships.
• 🎁 Growing use of targeted alpha therapies and other advanced treatments could increase demand for Cardinal Health’s Ac-225 supply and theranostics services.
• 🎁 Deeper integration with pharmaceutical developers and community providers may strengthen Cardinal Health’s role in higher value services beyond core drug distribution.

What To Watch Going Forward

From here, it is worth tracking how quickly providers translate the report’s intentions into signed partnerships and new community-based therapy sites that involve Cardinal Health. Watch for updates on Ac-225 production utilization, new clinical programs or commercial contracts tied to advanced therapies, and any commentary on how these services affect mix and profitability across the Nuclear and Precision Health and specialty distribution businesses. Signals on reimbursement support and payer coverage for targeted therapies will also matter, as they influence how sustainable these care models are for Cardinal Health’s provider customers.

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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.