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The filed complaint alleges that Option Care Health, Inc. made materially false and/or misleading statements and/or failed to disclose that: The Q1 2026 earnings report revealed a revenue shortfall against analyst expectations. The Company simultaneously reduced its FY 2026 revenue guidance by up to 3.75% -- a cut of as much as $225 million from the top end of its prior range. The revised outlook of $5.675 billion-$5.775 billion represented a sharp departure from the $5.8 billion-$6.0 billion range that CEO John Rademacher and CFO Meenal Sethna had reaffirmed just 65 days earlier on the Q4 2025 earnings call on February 24, 2026. The Company cited increased headwinds from the Stelara biosimilar conversion as a contributing factor. On February 24, 2026, CFO Sethna had quantified this headwind at $25 million-$35 million for FY 2026. By April 30, the headwind had increased to $55 million, as “the number of Stelara patients converting to some other therapy” was below expectations, leading to a drop in census and revenue expectations. The projected “400 basis point revenue growth headwind” had quickly jumped to “600 basis points” of CID portfolio headwinds.
In order to be eligible to join the OPCH class action lawsuit, you must have incurred a loss on shares of Option Care Health, Inc. purchased during the class period listed above.
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