More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

The Cigna Group’s (CI) Cigna Healthcare division, has unveiled a new E-Treatment option via MDLIVE by Evernorth. This new treatment option will provide customers with a flexible option for urgent care through phone or video consultations. This option is available to Cigna Healthcare’s U.S. customers who have insurance coverage through an employer or individual marketplace.This innovative service allows users to manage conditions such as allergies, urinary tract infections, and minor respiratory issues by su ...

BLOOMFIELD, Conn., Sept. 12, 2024 /PRNewswire/ -- Global health company The Cigna Group (NYSE:CI) announced today that Matt Perlberg, President of the Evernorth Health Services pharmacy and care delivery businesses, will present at the Bernstein Healthcare 1:1 Forum on September 24, 2024, in New York, NY.The Cigna Group's presentation is expected to begin at approximately 9:00 a.m. ET. A live webcast of the presentation will be available at https://investors.thecignagroup.com/events-and-presentations/defaul ...

Shares of The Cigna Group (CI) have gained 25.6% in the past year compared with the industry’s 18.2% growth. The Medical sector and the S&P 500 composite index have rallied 9.3% and 21.2%, respectively, in the same time frame. CI has been well-poised for growth on the back of a sound membership base, solid Evernorth unit, acquisitions and expanding cash reserves. Currently priced at $357.40, the stock is just 3.6% below its 52-week high of $370.64. This proximity underscores investor confidence and market o ...

会议主要讨论的核心内容 1) 公司整体战略和业务表现 - 公司拥有两大业务平台:Cigna Healthcare医疗保险和Evernorth服务平台 [3] - 公司过去10年实现了13%以上的EPS复合年增长率 [3] - 公司三大主要业务单元包括:专业和护理服务、药品福利服务、医疗保险福利组合 [4][6][7] 2) 医疗成本趋势和利润率表现 - 2023年公司医疗成本趋势符合预期,2024年预计延续这一趋势 [10][12][13][14] - 公司在商业保险业务中保持了良好的医疗损失率表现 [10] - 公司在Medicare Advantage和个人交易所业务中的医疗损失率也符合预期 [16] 3) Evernorth业务发展 - Evernorth的专业和护理服务业务规模大、增长快,未来增长前景良好 [18][19][20][21] - 公司在生物类似药领域如Humira和Stelara采取了创新的定价和供应策略 [26][27][28] - 公司看好未来基因疗法等新兴专科药品领域的增长机会 [30][31] 4) 药品福利服务业务表现 - 公司药品福利服务业务保持良好的增长和客户续约态势 [36][37] - 公司积极应对监管环境的变化,通过提供更多选择和透明度来维护业务模式 [39][40] 5) 医疗保险福利业务发展 - 公司商业保险业务保持中单位数的增长,其中中小企业Select业务表现尤为出色 [49][50][51] - 公司交易所业务规模相对较小,但公司在选择性参与市场中保持谨慎 [53][54][55] 6) 资本配置策略 - 公司保持良好的现金流转换能力,将现金用于股票回购和有选择性的并购 [58][59][60]

Estimated to save individual Accredo patients around $4,000 per year Biosimilar price will be more than 80% lower than Stelara list priceAccredo patients benefit from the specialty pharmacy's best-in-class clinical supportBLOOMFIELD, Conn., Sept. 5, 2024 /PRNewswire/ -- Evernorth Health Services announced that it plans to have a Stelara biosimilar available for $0 out of pocket for eligible patients of its specialty pharmacy, Accredo, beginning in early 2025. The interchangeable biosimilar will be produced ...

BLOOMFIELD, Conn., Aug. 15, 2024 /PRNewswire/ -- Global health company The Cigna Group (NYSE:CI) announced today that David Cordani, Chairman and Chief Executive Officer, will present at the Morgan Stanley 22nd Annual Global Healthcare Conference on September 5, 2024, in New York, NY.The Cigna Group's presentation is expected to begin at approximately 10:45 a.m. ET. A live webcast of the presentation will be available at https://investors.thecignagroup.com/events-and-presentations/default.aspx in the Invest ...

Initiative commits $9M over three years, with a first-year focus on housing stability Request for application now open for nonprofits prioritizing veteran mental health with programs and services directly connected to housing and homelessness challengesBLOOMFIELD, Conn., Aug. 12, 2024  /PRNewswire/ -- The Cigna Group Foundation, the philanthropic arm of The Cigna Group (NYSE: CI), announced today a new grant program that will commit $9 million over three years to help improve the mental health and well-bein ...

Since July 16, volatility in the markets has increased. Stocks have entered correction territory, with the Nasdaq 100 down 13% from its peak. In light of the recent pullback, it’s time to start preparing a watchlist of the best bargain stocks to buy.Based on their earnings reports, these bargain stocks are hitting new heights in operating performance. With the economy still in great shape and expectations growing for rate cuts starting in September, they have more upside.Looking at their results, this disco ...

The Cigna Group (CI) reported second-quarter 2024 adjusted earnings per share (EPS) of $6.72, which beat the Zacks Consensus Estimate by 4.7%. The bottom line improved 9.6% year over year.Adjusted revenues were $60.5 billion, which climbed 24.4% year over year on the back of large client wins in the Evernorth Health Services segment. The top line outpaced the consensus mark by 3.4%.The quarterly results were driven by growth in the Specialty and Care Services businesses within the Evernorth Health Services ...