In short: Giroux: pharma distributor (ex-AmerisourceBergen) = one of the biggest patent-cliff beneficiaries — biosimilar distribution is its highest-margin, highest-profit-per-drug business; a decade-long tailwind. Down ~15% YTD (over-owned entering the year, weather, tough comps, a dilutive-then-accretive oncology deal) — derated from 20x to 14x 2027E. Mid-teens EPS growth through decade-end, accelerating 2028–29 as Medicare Part B blockbusters go off-patent; EPS doubles in five years, P/E back to high teens. One of the market's most defensive names (positive 48% of days the S&P falls ≥1.5 pts); insider buying + buyback pickup.
Cencora (formerly AmerisourceBergen) is one of the giant middlemen that move drugs from manufacturers to pharmacies. Here's the twist: the same patent cliff that terrifies big pharma is Cencora's best friend — when branded biologics go off-patent, distributing the cheaper "biosimilar" copies is where Cencora makes its fattest margins. A string of one-off issues knocked the stock down ~15% this year and its valuation from 20x to 14x earnings, but Giroux sees earnings doubling in five years — with growth accelerating in 2028–29 as a wave of Medicare blockbusters loses protection. Bonus: it's one of the most defensive stocks in the market, and insiders are buying.
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