Cencora Inc

COR: XNYS (USA)

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Solid Utilization Trends, GLP-1 Uptake, and Specialty Investments Support Cencora's Long-Term Growth

Keonhee Kim

Nov 5, 2025

Business Strategy and Outlook

Cencora is one of three leading domestic wholesalers of branded, generic, and specialty pharmaceutical products. With over $250 billion in annual US healthcare distribution sales, the company supplies about a third of the domestic drug distribution market. Its two close competitors are Cardinal Health and McKesson; the three operate as a pharmaceutical wholesale and distribution oligopoly, supplying over 90% of the US market.

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We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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Cencora Inc

Solid Utilization Trends, GLP-1 Uptake, and Specialty Investments Support Cencora's Long-Term Growth

Business Strategy and Outlook

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