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Conclusions are published after independent cross-review.

CORCencora, Inc.
—Full research page

Verdict

Automated coverage for Cencora, Inc.. Sector: Health Care. Pending deep research for full thesis.

Watching

  • J.P. Morgan Healthcare Conference presentationJan 12176d ago
  • Fiscal 2026 first-quarter earnings releaseFeb 4153d ago
  • 8-K filing for senior notes pricingFeb 10147d ago
  • 8-K filing for MWI Animal Health merger with CovetrusFeb 18139d ago
  • 2026 Annual Meeting of ShareholdersMar 5124d ago
  • Expected deadline for OneOncology acquisition close by end of fiscal 2026 second quarterMar 3198d ago

Latest notes

  • Mar 15Lite Research: COR — S&P 500 coverage

Exposure

1-hop
Suppliers
  • LLYPharmaceutical wholesale distribution
  • ABBVPharmaceutical wholesale distribution
  • MRKPharmaceutical wholesale distribution
  • AMGNPharmaceutical wholesale distribution
  • PFEPharmaceutical wholesale distribution
  • BMYPharmaceutical wholesale distribution
  • VRTXSpecialty pharmacy and wholesale distribution
  • GILDPharmaceutical wholesale distribution
Customers
  • WBAPharmaceutical distribution

Options radar

Concept — illustrative data
  • Jun 30Call$110.00Aug 211,200 ct$540K
  • Jun 30Call$105.00Jul 17800 ct$216K
  • Jun 29Put$95.00Aug 21600 ct$168K
Unusual volume3.2x 20-day avg call volume
IV shift30-day IV 41% → 48%

Positioning skews toward near-term upside

  • CIPharmaceutical distribution to Evernorth Health Services