Cencora, Inc. 2026 Global Healthcare Conference
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Okay. Wonderful. We're good? Yeah.
All right. Good afternoon, everyone. My name is Eric Coldwell. It is great to have everyone with us this afternoon. I know there's a lot going on this conference season. Oh, we're not Now we're mic. Now we're on? Let's do that over. I'm Eric Coldwell. It's great to have everyone here with us. We'll fix the mic. We'll have good questions. Robert Mauch, CEO. Eva Boratto, nice to have you with us as CFO.
Thank you. This is, what, two months now?
Three months? Little more than two months.
Yeah. Two. Not quite three.
We didn't officially get your first conference, but pretty close, right?
Pretty close. Yeah. Pretty close.
Pretty close. We're going to go straight into Q&A. Again, as always, send questions up to the iPad if you have any. I'll try to keep an eye on those. Otherwise, I think the team knows I have a very full list. Overkill is normal. I'm going to dispense with normal formalities. I'm going to skip the CEO and go straight over to the CFO. Since you're new to the company, relatively new to the company, I'd love to, first off, just set the stage for us. Three decades in healthcare, CFO of CVS years ago. You'd made a transition to more of the retail side for a few years. You're back in healthcare. How dare you? Is your mind straight coming back to healthcare? It's been such a crazy world over here. What got you excited about Cencora?
My mind is absolutely straight, Eric. I just want to start there. And, listen, it's great to be here with you.
Yeah. But also great to be back in healthcare, and I can genuinely say I missed it.
You referenced 30 years across the healthcare ecosystem, starting back in the days with pharma at Merck.
Yeah to CVS Health in a PBM, and I love the industry.
I love the support of patients and what we do from a purpose perspective. My ties to Cencora go back quite a long time, something you may not know. During my time at Merck, I worked at Medco for a number of years, and Medco was, at that time, one of Cencora's largest customers. The deep partnership that existed is something that has resonated with me through the years. So when the opportunity came up to meet with Bob, the extended leadership team, it felt like the right opportunity for me, where I could bring value with my experience, but also learn another facet of a great business. The strategy that Bob has put together is so clear. The importance of the role that we will play in the pharmaceutical space just excites me every day.
I know you are a few years removed, but you had to have some bigger questions about the industry, the space, the world we live in, IRA, MFN, 340B, whatever the topic du jour is in the moment. What were the things, if there were items that kept you up at night or said, "Maybe I want to rethink this," what would those have been?
I would say nothing really kept me up at night. This is a big job, a big role. Wanted to make sure I was all in it, which I am. The regulatory landscape was not something that I continued to track over the three years when I left the sector. So just learning the dynamics, how I can support Cencora and help the team continue to drive the business during ever-changing, constant changing time is where I would go to.
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