Summary
Cencora, Inc. (formerly AmerisourceBergen Corporation), through its PharMerica reporting segment, disclosed a significant legal dispute with Beverly Enterprises, Inc. (Beverly) and its affiliates. The core of the issue revolves around a contract for Cencora's Long-Term Care business with Beverly, which accounted for approximately 11% of PharMerica's operating revenue in fiscal year 2005. Following Beverly's acquisition by Fillmore Capital Partners in March 2006, Beverly is asserting that a majority of its facilities will no longer be covered by the existing contract after its current term ends on June 30, 2006. In response, Cencora has filed a lawsuit seeking a judicial declaration that Beverly and its facilities remain bound by the contract, including its automatic five-year renewal with an annual price adjustment. The company acknowledges that a loss of this business, or a continuation on less favorable terms, would negatively impact PharMerica's operating revenue and results. Investors should monitor the outcome of this litigation as it presents a material risk to Cencora's financial performance.
Key Highlights
- 1Cencora's PharMerica segment faces a contract dispute with Beverly Enterprises following Beverly's acquisition.
- 2The disputed contract contributed approximately 11% of PharMerica's operating revenue in FY2005.
- 3Beverly claims most of its long-term care facilities will be excluded from the contract after June 30, 2006.
- 4Cencora has filed a lawsuit seeking to enforce the existing contract and its automatic renewal.
- 5The contract includes an automatic five-year renewal and an annual price adjustment provision.
- 6Failure to retain the Beverly contract on favorable terms could materially harm PharMerica's revenue and results.