Mar. 23 at 2:48 PM
$COR 🔵
Cencora just signed a
$1.1B deal to acquire EyeSouth Partners' retina business — folding 400+ new physicians into its Retina Consultants of America platform.
The numbers: physician count goes from ~300 to 700+. Retina market share jumps from ~1-2% to 3%+. Deal expected to be EPS-accretive within 12 months of close.
Guidance reaffirmed. No FY2026 close assumed — so any contribution is pure upside to current estimates.
Specialty care consolidation is real and
$COR is leading it. 👁️
Regulatory approval pending. Not financial advice.
https://prismmarketview.com/cencora-bets-1-1-billion-on-retina-care-and-the-math-makes-sense/