Cencora, Inc. · NYSE:COR
Cencora — AmerisourceBergen — J.P. Morgan Healthcare Conference 2017
20 slides from Cencora's conference presentation, Jan 10, 2017
Slide 1: AmerisourceBergen J.P. Morgan Healthcare Conference
AmerisourceBergen J.P. Morgan Healthcare Conference Steve Collis, Chairman, President & CEO Tim Guttman, EVP & CFO January 10, 2017
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 helps people access the healthcare products they need
AmerisourceBergen helps people access the healthcare products they need. In the process, we enable the daily improvement of hundreds of thousands of lives. 3
Slide 4: AmerisourceBergen By The Numbers
AmerisourceBergen By The Numbers $147B in 19,000 annual revenue associates Daily delivery to 150+ 50,000 healthcare facilities offices 1.5M product lines 50+ delivered from 30+ distribution centers countries 4
Slide 5: Strong US Pharmaceutical Market
Strong US Pharmaceutical Market Drug spend and adherence improve patient outcomes and mitigate overall healthcare spend Growth Drivers Demographics Strengthening economy Focus on value and New brand drug launches outcomes 5
Slide 6: US Pharmaceutical Market
US Pharmaceutical Market Strong organic US industry growth Billions $650 14% $600 12% $550 10% 7.1% $500 8% 5 YEAR CAGR $450 6% $400 4% US Sales $350 2% Growth % $300 0% 2015 2016 2017 2018 2019 2020 Source: IMS Health 2016 6
Slide 7: Strategic Vision
Strategic Vision Collaborate with pharmaceutical manufacturers and healthcare providers to efficiently bring drugs to market and improve patient access 7
Slide 8: Well Positioned to Seize Opportunities: Drug Corporation
Well Positioned to Seize Opportunities Operational excellence drives value for all customers AmerisourceBergen Drug Corporation Core Prime Vendor Strong Cash Business Model Generation Driven by solid organic Diverse customer base Operationally and capital growth efficient Tens of thousands of FY2016
Slide 9: Well Positioned to Seize Opportunities: Specialty Group
Well Positioned to Seize Opportunities Decades of innovation and investment AmerisourceBergen Specialty Group Market Differentiated Drives Patient Leader Services Access FY2016 revenue of Unique portfolio of Collaborates with biotech $29 Billion* businesses manufacturers and specialty physicians Gro
Slide 10: Well Positioned to Seize Opportunities: Manufacturer Services
Well Positioned to Seize Opportunities Expertise supports entire product lifecycle Global Manufacturer Services World Consulting Courier Services Premier clinical trial Drives patient access & logistics provider adherence World class white-glove Enhances regulatory and service compliance efforts 10
Slide 11: Well Positioned to Seize Opportunities: Animal Health
Well Positioned to Seize Opportunities Premier animal health service provider AmerisourceBergen Animal Health Animal Health Platform for Market Future Growth $23 billion global market Stellar reputation with customers Cash market for services Serves companion and Fragmented marketplace production an
Slide 12: Market Leadership in an Evolving Drug Category
Market Leadership in an Evolving Drug Category Expanding Access to Biosimilar and Follow-On Biologics in the US Market Expanded Patient Access & Product Success Distinct Category Formulary Market Access & Awareness Integrated Commercialization Strategy 12
Slide 13: How Will We Continue to Drive Performance?
How Will We Continue to Drive Performance? Increase the efficiency and effectiveness of the global supply chain in both human and animal health Knowledge Partnership Unsurpassed expertise in Reach Innovative partnership pharmaceutical distribution, philosophy driven to commercialization, and Global
Slide 14: Revenue & Adjusted Operating Income
Revenue & Adjusted Operating Income Revenue 13% Adjusted Operating Income 10% (billions) 5 Year CAGR (billions) 5 Year CAGR $136 $147 $1.9 $2.0 $120 $88 $1.6 $79 $78 $1.3 $1.4 $1.3 FY11 FY12 FY13 FY14 FY15 FY16 FY11 FY12 FY13 FY14 FY15 FY16 See tables at end of presentation for GAAP to non-GAAP reco
Slide 15: Adjusted Diluted EPS
Adjusted Diluted EPS $5.62 $4.94 21% $3.96 3 YEAR CAGR $3.08 $3.20 $2.66 16% 5 YEAR CAGR 17% FY11 FY12 FY13 FY14 FY15 FY16 15 YEAR CAGR* See tables at end of presentation for GAAP to non-GAAP reconciliation of Adjusted Diluted EPS *15 Year CAGR is calculated using FY2001 GAAP diluted EPS 15
Slide 16: AmerisourceBergen – Well Positioned for Future Growth
AmerisourceBergen – Well Positioned for Future Growth A Leader in Global Good industry Healthcare Services Great company Legacy of excellent performance Demonstrated financial stewardship Outstanding shareholder value creation 16
Slide 17: Where knowledge, reach and partnership shape healthcare delivery
N) AmerisourceBergen: Where knowledge, reach and partnership shape healthcare delivery.
Slide 18: Appendix
Appendix AmerisourceBergen’
Slide 19: Adjusted Operating Income
Adjusted Operating Income Fiscal Years Ended September 30, 2011 through September 30, 2016 ($ millions) Note: Management considers GAAP financial measures as well as the presented non-GAAP financial measures in evaluating the Company's operating performance. Therefore, the Company believes that the
Slide 20: Adjusted Diluted EPS from Continuing Operations
Adjusted Diluted EPS from Continuing Operations Fiscal Years Ended September 30, 2011 through September 30, 2016 (1) For the reconciling items and the non-GAAP presentation, diluted earning per share from continuing operations and diluted shares outstanding have been adjusted to exclude the impact o
AmerisourceBergen — J.P. Morgan Healthcare Conference 2017 on 6ix