Madison Small Cap Fund exited its position in Option Care Health during the second quarter of 2026, citing reimbursement delays, declines in therapy volume, and biosimilar-related pricing pressures. The fund noted that the loss of one of Option Care Health's more profitable specialty drugs continued to weigh on net profitability into 2026, and near-term visibility has become increasingly uncertain. Option Care Health shares lost 25.47% over the past 52 weeks and closed at $21.74 on July 17, 2026, with a market capitalization of $3.41 billion. The Madison Small Cap Fund underperformed the Russell 2000 Index in the quarter, returning 12.7% versus the benchmark's 21.5%.
Option Care Health IncReimbursement delays and declines in therapy volume indicate reduced end-customer demand for Option Care Health's services.