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    Cencora’s New Cell and Gene Services Might Change The Case For Investing In Cencora (COR)

    Simply Wall St·09/05/2026 06:23:35
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    • Cencora recently launched its Cell and Gene Therapy Enablement service through Accelerate Pharmacy Solutions, aiming to help health systems evaluate, build and scale cell and gene therapy programs by addressing financial, operational and access challenges in a market where more than 35 therapies are FDA-approved and over 1,700 clinical trials are underway.
    • An interesting angle is that Cencora is moving deeper into higher-value services just as only 4% of health system pharmacy leaders report being fully prepared for these advanced therapies, positioning the company as a key partner in closing this capability gap.
    • We’ll now examine how this new Cell and Gene Therapy Enablement service may influence Cencora’s investment narrative and long-term earnings profile.

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    Cencora Investment Narrative Recap

    To own Cencora, you need to believe it can keep shifting from low margin drug distribution into higher value services like specialty and cell and gene therapy support. The new Cell and Gene Therapy Enablement launch reinforces that story but does not change the near term focus on executing in specialty, managing pricing pressure and proving that higher margin services can offset headwinds from generics and biosimilars.

    The most relevant recent announcement here is Cencora’s third quarter 2026 earnings, where adjusted EPS rose 12% year over year to US$4.48 and management raised full year adjusted EPS guidance to US$17.75 to US$17.95. That stronger profit trajectory puts a spotlight on whether new offerings like Cell and Gene Therapy Enablement can sustain operating income growth if drug price pressure and competition in specialty distribution remain intense.

    Yet behind the higher earnings guidance, investors should be aware of how policy changes and pricing pressure could still...

    Read the full narrative on Cencora (it's free!)

    Cencora's narrative projects $394.5 billion revenue and $3.4 billion earnings by 2029.

    Uncover how Cencora's forecasts yield a $372.58 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    COR 1-Year Stock Price Chart
    COR 1-Year Stock Price Chart

    Some of the lowest analysts were only expecting revenue of about US$372.4 billion and earnings near US$3.3 billion by 2029, so compared with the potential upside from Cencora’s therapy enablement push and digital tools, you are looking at a much more cautious story that may well be revised as this new service and the Nucleus pilot play out.

    Explore 3 other fair value estimates on Cencora - why the stock might be worth as much as 55% more than the current price!

    Decide For Yourself

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.