Cencora's $1.1B ophthalmology buy reshapes specialty med
Supply Chain Pulse — 2026-03-29
Cencora is making its biggest specialty push yet with a $1.1 billion acquisition in ophthalmology, signaling how distributors are betting on high-margin specialty care. Meanwhile, Providence explores selling its health plan and Samsung consolidates its imaging units under one US brand.
Quick Hits
- Providence explores strategic options for its health plan division (Modern Healthcare)
Cencora to acquire ophthalmology practice for $1.1B
The pharmaceutical distributor is making a major bet on specialty care with this acquisition, reflecting the industry trend toward higher-margin therapeutic areas. For supply chain leaders, this signals potential changes in ophthalmology product sourcing, pricing, and distribution partnerships as Cencora expands its specialty footprint beyond traditional pharmaceutical distribution.
DOJ sues New York-Presbyterian over antitrust violations
The Justice Department alleges the health system blocked insurers from offering plans that steered patients to lower-cost competitors for services. This case could set precedent for how health systems negotiate with payers and may impact supply chain leaders' ability to leverage competitive pricing across different facilities and networks.
Samsung Medison unifies US medical imaging units
The company is consolidating its NeuroLogica and Boston Imaging subsidiaries under the new Samsung HME America brand to streamline operations. Supply chain teams working with these vendors should expect unified contracts, potentially simplified procurement processes, and clearer single points of contact for imaging equipment and service needs.
Source: Medical Device Network
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