Cencora, Inc. (COR) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript

Stephen Baxter
Wells Fargo Securities, LLC, Research Division

Hi, everyone. Thanks again for joining us. So we’re really pleased to have Cencora for our next fireside chat. So Cencora is a drug distributor and provider of pharma-focused services. With us from the company are Bob Mauch, CEO, President and CEO; and Eva Boratto, EVP and CFO.

We also have Bennett with us in the audience. So first, I wanted to see if you wanted to make any kind of introductory comments or whether we should just really hop right into Q&A.

Robert Mauch
President, CEO & Director

Yes. Maybe just a quick word. Hi, everyone. Thank you very much for being here. We’re in the midst of an excellent fiscal 2026. We reported last month our third quarter earnings, which demonstrated continued growth in our areas of focus, which really are the specialty pharmaceutical areas, both in the physician part of our business as well as in health systems, we also had the opportunity to opportunistically repurchase $1 billion in shares and expect a strong year in line with our guidance, and we’re very excited about the future in terms of our pharmaceutical-centric strategy and the way that we’re continuing to focus the company on areas of growth in the market where the specialty area, in particular, where demographics are strong and there’s tremendous pharmaceutical innovation.