Research Feed
Cencora's $4.6B OneOncology Bet: Strategic Pivot or Leverage Trap?
Cencora (COR) just closed a $4.6B acquisition of OneOncology on Feb 2, 2026, financed entirely with short-term debt. Stock dropped 8.8% on the Q1 filing despite beating estimates. Insiders sold $9.2M in Dec-Jan, zero buying. The company is simultaneously divesting $2.1B/quarter of non-core assets. T