Cencora, Inc. · NYSE:COR
Cencora — AmerisourceBergen — 39th Annual J.P. Morgan Healthcare Conference (January 2021)
16 slides from Cencora's conference presentation, Jan 11, 2021
Slide 1: J.P. Morgan Healthcare Conference
J.P.Morgan Healthcare Conference Steve Collis, AmerisourceBergen Chairman, President & CEO January 2021
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: Purpose fuels performance
Purpose fuels performance Why we exist We are united in our responsibility to create healthier futures Our key strengths Best customer base Leader in specialty Innovation mindset Corporate stewardship distribution and commercialization Our growth strategies Customer focus Execution excellence Talent
Slide 4: COVID-19 Response
COVID-19 Response Protecting and supporting our associates and supply chain • Shifted all suitable roles to remote work • Enhanced cleaning protocols, upheld social distancing guidelines, provided special bonuses for frontline associates Our key strengths and capabilities • Additional backup depende
Slide 5: Legacy of execution excellence, strategic financial stewardship, and shareholder value creation
Legacy of execution excellence, Adjusted diluted EPS growth* strategic financial 5-year CAGR: 10% stewardship, and shareholder value $7.90 creation $7.09 $6.49 $5.88 $5.62 FY16 FY17 FY18 FY19 FY20 5 *See Appendix for GAAP to non-GAAP reconciliation of adjusted diluted EPS.
Slide 6: Next evolution of enhancing ability to provide innovative and global healthcare solutions
Next evolution of enhancing ability to provide innovative and global healthcare solutions Acquisition of Alliance Healthcare and extension of U.S. partnership with Walgreens Strategic highlights Financial impacts • Enhances scale and margin profile • Acquisition expected to generate high-teens % adj
Slide 7: Alliance Healthcare enhances our ability to provide greater breadth and depth of products and services
Alliance Healthcare enhances our ability to provide greater breadth and depth of products and services to customers Overview Highlights • Leading European wholesaler One of the largest pharmaceutical wholesalers in Europe; primarily under the Alliance brand; top 3 • Supplies to 115K+ pharmacies, mar
Slide 8: Growth Drivers
. = 3 o ° * AmerisourceBergen * eo? f Growth Drivers ° @ e ’e _ e ad
Slide 9: Pharmaceutical distribution
Pharmaceutical distribution We support patient access, wherever a prescription is needed Strong customer Leadership in relationships specialty distribution Large biosimilar Organic market market opportunity growth trends 9
Slide 10: Global commercialization services
Global Our unrivaled approach commercialization creates partnerships that unlock product potential and services move health forward Patient access and adherence services Global specialty and 3PL Market access consulting and field reimbursement support Country-specific integrated services 10
Slide 11: We are the leading distributor of animal health products
We are the leading distributor of animal health products The animal health industry is dynamic and resilient, with favorable long-term trends for both the companion and production animal segments Companion animal Production animal • Continued growth in pet • Global population growth ownership and sp
Slide 12: Advancing environmental, social, and governance initiatives to create healthier futures
Advancing environmental, social, and governance initiatives to create healthier futures around the world Environmental Social Governance Adapting to a Investing in our people Embracing a culture of changing climate and communities transparency, ethics, and integrity • Reduced greenhouse gas • Commit
Slide 13: Purpose fuels performance
Purpose fuels performance Why we exist We are united in our responsibility to create healthier futures Our key strengths Best customer base Leader in specialty Innovation mindset Corporate stewardship distribution and commercialization Our growth strategies Customer focus Execution excellence Talent
Slide 14: Appendix
Appendix
Slide 15: Adjusted diluted earnings per share
Adjusted diluted earnings per share Fiscal years ended September 30, 2016, through September 30, 2020 FY2020 FY2019 FY2018 FY2017 FY2016 GAAP EPS $ (16.65) $ 4.04 $ 7.53 $ 1.64 $ 6.32 Gain from antitrust litigation settlements (0.03) (0.51) (0.12) - (0.35) Acquisition-related intangibles amortizatio
Slide 16: Contact
Contact Bennett S. Murphy Senior Vice President Investor Relations bmurphy@amerisourcebergen.com
AmerisourceBergen — 39th Annual J.P. Morgan Healthcare Conference (January 2021) on 6ix