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Cencora (NYSE: COR) has announced a definitive agreement to acquire the retina business of EyeSouth Partners for $1.1 billion in cash. The acquisition is strategically designed to expand Cencora's footprint in specialized ophthalmology management services and strengthen its physician network. Under the terms of the deal, EyeSouth's affiliated retina physicians will integrate into Cencora's Retina Consultants of America (RCA) platform. This move highlights the company's focus on scaling its specialized healthcare delivery capabilities in high-margin segments. Analysts consider the transaction a significant bolt-on acquisition that enhances Cencora's existing eye care unit. The deal is expected to drive long-term value by leveraging operational synergies within the RCA network. This expansion underscores Cencora's commitment to consolidating its leadership position in the specialized healthcare services market.
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