Cencora (AmerisourceBergen)

CORintermediary

Cencora (formerly AmerisourceBergen) is one of the largest global pharmaceutical distributors, with a major specialty drugs distribution capability serving oncology, immunology, and rare disease therapies.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($293.6B)

Data statis (memuat keuangan langsung…)

US Healthcare Solutions (90%)

International Healthcare Solutions (10%)

Komposisi segmen dan pelanggan utama

Detail produk

Drug Distribution (US Healthcare Solutions)90%

Pharmaceutical distribution to retail pharmacies, hospitals, physician offices, and specialty networks.

International Healthcare10%

Wholesale drug distribution in Europe via Alliance Healthcare and other international markets.

Hubungan Rantai Pasok

Mitra

Walgreens Boots Alliance

Strategic drug supply, joint ownership stake

Dampak: Walgreens ~28% of revenue

Pelanggan Utama

AbbVie Inc.

Specialty drug distribution

Dampak: major

Konteks makro dan pasar

헬스케어Berita sektor

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Katalis mendatang

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

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Info Perusahaan

Kantor Pusat

Conshohocken, PA

Didirikan

2001

Karyawan

46,000

Situs Web

cencora.com

Gambaran umum sektor — 헬스케어

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