Cencora, Inc. · NYSE:COR
Cencora — AmerisourceBergen — 37th Annual J.P. Morgan Healthcare Conference (January 2019)
13 slides from Cencora's conference presentation, Jan 7, 2019
Slide 1: AmerisourceBergen J.P. Morgan Healthcare Conference
AmerisourceBergen J.P. Morgan Healthcare Conference Steve Collis, Chairman, President & CEO January 7, 2019
Slide 2: Cautionary note regarding forward-looking statements
Cautionary note regarding forward-looking statements Certain of the statements contained in this presentation are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Words such as “expect,” “likely,” “ou
Slide 3: AmerisourceBergen: Global pharmaceutical sourcing and distribution services company
AmerisourceBergen Global pharmaceutical sourcing and distribution services company Annual Revenues Associates Global Offices Countries $160B+ 21,000 150+ 50+ #1 #1 50,000+ 3MM+ Distributor of specialty Distributor of animal Daily deliveries to Products shipped pharmaceuticals health products healthc
Slide 4: Our strategy
Our strategy Our Purpose We are united in our responsibility to create healthier futures. Our Areas of Focus Pharmaceutical-centered Specialty Medicines Community Providers Customer Partnerships Cash Flow Generation How We Drive Growth Drive Performance Leverage Scale Build on Advantage Enhance Acce
Slide 5: Strong US pharmaceutical market
Strong US pharmaceutical market Drug spend and adherence improve patient outcomes and mitigate overall healthcare spend Growth Drivers U.S. Market $650 8% Demographics $600 5.5% 5-Yr CAGR (2017-2022) 7% $550 6% 5% $ Billions $500 New drug launches 4% $450 3% $400 2% Strengthening economy $350 1% $30
Slide 6: Adjusted diluted EPS
Adjusted diluted EPS¹ Legacy of successful execution, strategic financial stewardship and shareholder value creation $6.49 $5.62 $5.88 10% $4.94 3 YEAR CAGR $3.96 $3.20 15% 5 YEAR CAGR 16% FY13 FY14 FY15 FY16 FY17 FY18 10 YEAR CAGR2 ¹See tables at end of presentation for GAAP to non-GAAP reconciliat
Slide 7: Well positioned to seize opportunities
Well positioned to seize opportunities AmerisourceBergen Pharmaceutical Distribution & Global Commercialization Services & Strategic Global Sourcing Animal Health Pharmaceutical Manufacturers | Specialty Practices | MWI Animal Health | Consulting | World Courier Community & Specialty Pharmacies | He
Slide 8: Recent highlights
Recent highlights Growth, execution, innovation and investments 11. Successfully completed on-boarding all of the 1,932 Rite Aid retail pharmacies acquired by Walgreens 22. Recent customer contract renewals reflect a stable customer base 33. Good Neighbor Pharmacy® ranked #1 by Newsweek for “Best Cu
Slide 9: United in our responsibility to create healthier futures
United in our responsibility to create healthier futures Corporate Social Responsibility Social Environment Governance AmerisourceBergen Foundation Sustainability Corporate Citizenship: Diversity & Inclusion Energy & Waste Efficiency Oversight & Reporting Fostering a positive impact on the environme
Slide 10: Differentiated and positioned for growth
Differentiated and positioned for growth Customer Base Innovative Services & • Key anchor customers Solutions • Fast growing • Customer-focused offerings • U.S. Pharmaceutical focus serving manufacturers and provider customers Leadership in Specialty Successful Financial Distribution & Services Stew
Slide 11: Appendix
Appendix
Slide 12: Adjusted Diluted EPS from Continuing Operations
Adjusted Diluted EPS from Continuing Operations Fiscal Years Ended September 30, 2013 through September 30, 2018 FY 2018 FY 2017 FY 2016 FY 2015 FY 2014 FY 2013 FY 2012 GAAP EPS from Continuing Operations $ 7.53 $ 1.64 $ 6.32 $ (0.63) $ 1.20 $ 2.09 $ 2.96 Gain from Antitrust Litigation Settlements (
Slide 13: AmerisourceBergen: Where knowledge, reach and partnership shape healthcare delivery
N) AmerisourceBergen’ Where knowledge, reach and partnership shape healthcare delivery.
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