Opella, Kimberly-Clark, Cencora: Top Stories in Healthcare

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Marissa Saretsky, Chief Sustainability Officer at Opella
This week's top stories in healthcare include Opella's sustainability sucess, Kimberly-Clark and Kenvue's deal and Cencora's US1bn US network investment

How Sciences Guides Healthcare Sustainability for Opella

Pure-play global consumer healthcare leader Opella has become the first in its industry to achieve both B Corp certification and Science Based Targets initiative (SBTi) approval for its net zero climate targets.

“At Opella, we exist to improve everyday health, and that gives us a distinct perspective on climate,” explains Marissa Saretsky, Chief Sustainability Officer at Opella.

“The climate crisis is not only an environmental issue, but a public health emergency as well. The air we breathe, the water we rely on, and the resilience of our communities are all connected."

Kimberly-Clark Kenvue Deal: A Healthcare Supply Chain Risk?

(Credit: Kenvue)

Kimberly-Clark has made a US$48.7bn cash and stock offer to acquire Kenvue, placing the integration of their respective supply chains under intense scrutiny.

The potential merger of these two consumer goods giants, with brands reaching almost half the global population, depends heavily on their ability to combine two distinct supply chain operations into one coherent and efficient unit.

The agreement, which has received unanimous backing from the boards of both companies, involves Kimberly-Clark paying US$3.50 per share in cash and 0.14625 of its own shares for each Kenvue share.

This values Kenvue's equity at approximately US$40.3bn. Beyond the financial mechanics, the core challenge lies in merging two large-scale consumer operations, each with established procurement networks, logistics infrastructures and complex regulatory obligations.

Will Cencora's $1bn Bolster US Speciality Drug Supply Chain?

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Cencora has announced a US$1bn investment into its US pharmaceutical distribution network, a strategic move designed to bolster its capacity to support healthcare providers.

The long-term plan, extending through 2030, centres on a combination of automation, major cold chain expansion and strategic infrastructure upgrades to meet the growing demand for specialised medicines.

A core component of this investment is a second national distribution centre in Ohio. The 530,000-square-foot facility, expected to be fully operational by spring 2027, will introduce advanced automation into Cencora’s logistics operations.

By integrating AI, autonomous mobile robots and robotic handling systems, the site is designed to create more efficient order fulfilment and storage processes.

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