Shares of The Cigna Group (CI) jumped 7.3% yesterday after it clarified in a press release that it's not pursuing a merger with Humana Inc. (HUM) . Recent speculation suggested a possible merger deal due to a potentially more business-friendly environment following the presidential election.However, Cigna put these rumors to rest, clarifying that its M&A criteria includes only acquisitions that are strategically aligned, financially attractive and have a high likelihood of closing. The stock price jump indi ...

The healthcare company put merger rumors to bed.Shares of Cigna Group (CI 7.62%), the healthcare company, were rising today after the company announced in a press release that it's not pursuing a merger with one of its competitors, Humana.Cigna's share price was up by 7.7% as of 1:15 p.m. ET.Putting Humana merger speculation to restCigna stated clearly in its release today that it is "not pursuing a combination with Humana." Investors had been wondering if the two companies might merge, and the recent presi ...

The Cigna Group headquarters in Bloomfield, Connecticut, US, on Friday, Oct. 27, 2023. Photographer: ... [+] Joe Buglewicz/Bloomberg© 2023 Bloomberg Finance LPThe Cigna Group confirmed “it is not pursuing a combination with Humana.”Despite speculation in certain media outlets, including the Wall Street Journal, such a deal really made little sense, especially given Cigna’s move to get out of the Medicare business. Cigna is nearing completion of the $3.3 billion sale of its Medicare business to Health Care S ...

Reaffirming Previously Provided Outlook for Full-Year 2024, and adjusted EPS growth of at least 10% in 2025 Confirming it is not Pursuing a Combination with Humana Inc. Confirming Continuing to Use Capital to Drive Shareholder Value, including Share Repurchase and DividendsBLOOMFIELD, Conn., Nov. 11, 2024 /PRNewswire/ -- Global health company The Cigna Group (NYSE: CI) officials expect to participate in meetings with investors and analysts over the next several weeks. During these meetings, The Cigna Group ...

文章核心观点 - 该文章为一篇分析师的投资建议,主要针对CI和ELV两家公司的股票 [1] - 分析师表示自己持有这两家公司的股票,并表示这篇文章是自己的观点,没有从其他渠道获得任何报酬 [1] 公司信息 - CI公司是一家医疗保险公司,ELV公司是一家医疗保健公司 [1] - 分析师认为这两家公司的股票具有投资价值,并持有相关头寸 [1] 免责声明 - 文章内容仅供参考,不构成投资建议,投资者应当咨询专业投资顾问 [2][3] - 分析师不是专业的投资顾问或税务顾问,文章中的观点仅代表个人观点 [2] - 文章可能存在错误或遗漏,分析师不对此承担任何责任 [2]

Infirmary's hospitals, facilities and doctors on Alabama's Gulf Coast are now in-network for Cigna Healthcare MA customersMOBILE, Ala., Nov. 1, 2024 /PRNewswire/ -- Cigna Healthcare and Mobile-based Infirmary Health have reached an agreement that allows Cigna Healthcare's Medicare Advantage (MA) customers to have in-network access to Infirmary Health's hospitals, facilities and doctors.The agreement includes value-based aspects that are focused on improving customer health, lowering costs and achieving high ...

文章核心观点 - 雪城公司(Cigna)第三季度收入为637亿美元,同比增长29.8%,每股收益为7.51美元,高于上年同期的6.77美元[1] - 雪城公司的收入和每股收益均超出了分析师的预期[1] - 投资者关注收入和利润的同比变化以及与华尔街预期的差异,但一些关键指标能更准确地反映公司的财务状况[2] 关键指标总结 医疗保健比率 - 雪城医疗保健部门的医疗保健比率为82.8%,低于分析师预期的83%[3] 医疗客户 - 总医疗客户数为1905万,低于分析师预期的1917万[3] - 医疗保险Part D客户为256万,符合分析师预期[3] - 国际健康管理服务客户为43.3万,高于分析师预期的42.8万[3] 收入 - 投资收益为8500万美元,低于分析师预期的2.94亿美元,同比下降73.5%[3] - 保费收入为114.4亿美元,符合分析师预期,同比增长4%[3] - Evernorth健康服务收入为524.6亿美元,高于分析师预期的489.6亿美元,同比增长35.9%[3] - 药品收入为482.8亿美元,高于分析师预期的444.7亿美元,同比增长39.8%[3] - 费用及其他收入为38.9亿美元,高于分析师预期的35亿美元,同比增长21.6%[3] - 雪城医疗保健部门保费收入为113亿美元,符合分析师预期,同比增长3.5%[3] - 雪城医疗保健部门商业保费收入为103.9亿美元,高于分析师预期的96.6亿美元,同比增长71.5%[3] - 雪城医疗保健部门政府保费(Medicare Advantage)收入为21.1亿美元,低于分析师预期的21.9亿美元,同比下降3.6%[3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Large accelerated filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 001 ...

财务数据和关键指标变化 - 第三季度公司实现总收入为637亿美元，调整后每股收益为7.51美元 [11][32] - 股东净收入为7.39亿美元，每股收益为2.63美元，受到与VillageMD相关的非现金、税后净实现投资损失10亿美元的影响 [8][9] 各条业务线数据和关键指标变化 - Evernorth的总收入为525亿美元，调整后税前收益增长9%至19亿美元，特别是专科和护理服务业务的收入为238亿美元，调整后收益为8.25亿美元，均增长23% [34][36] - Cigna Healthcare的第三季度收入为133亿美元，调整后税前收益为12亿美元，医疗费用比率为82.8% [39] 公司战略和发展方向和行业竞争 - 公司继续专注于通过Evernorth和Cigna Healthcare的互补能力推动增长，特别是在专科药物和护理服务领域 [12][30] - 公司计划在2025年继续进行股权回购，预计将使用大部分来自Medicare业务出售的收益进行回购 [14][16] 管理层对经营环境和未来前景的评论 - 管理层指出，Medicare Advantage市场面临挑战，主要由于医疗成本上升和风险调整收入流的重大变化 [15][102] - 对于2025年，管理层预计将面临一些头寸，包括VillageMD投资的缺失和Medicare业务出售后的部分固定开支 [27][126] 其他重要信息 - 公司在第三季度的现金流表现受到时机相关因素的影响，预计第四季度将有显著的现金流增长 [44][108] - EnCircleRx项目的参与人数已接近800万，显示出对GLP-1药物管理的强烈需求 [65][66] 问答环节所有提问和回答 问题: 关于2025年的商业趋势和VillageMD的战略 - 管理层表示，预计2025年的成本趋势将高于历史水平，并将相应调整定价策略 [51] - 对于VillageMD的战略，管理层强调将继续推进与医疗专业人员的关系，并在Evernorth的支持下寻找扩展机会 [54] 问题: 关于资本部署和专科市场的动态 - 管理层确认，2025年的资本部署将继续以股权回购为主，但未提供详细的2025年指导 [59] - 在专科市场，管理层指出，专科药物的需求持续增长，特别是在炎症、肿瘤和神经病学领域 [61] 问题: 关于EnCircleRx项目的增长 - 管理层表示，EnCircleRx项目的快速增长反映了客户对GLP-1药物管理的需求，预计未来将继续增长 [66] 问题: 关于2025年PBM的销售季节 - 管理层指出，2025年的销售季节表现良好，客户保留率保持在中高90%的范围内 [72] 问题: 关于Medicare Advantage市场的挑战 - 管理层认为，Medicare Advantage市场目前面临的挑战是周期性的，未来将会恢复 [102]

文章核心观点 - 雪城集团(CI)第三季度业绩超预期,调整后每股收益为7.51美元,同比增长10.9% [1] - 收入增长29.8%至637亿美元,主要得益于Evernorth Health Services业务的新客户拓展 [1] - 医疗客户群下降2.9%至1900万人,主要受到个人和家庭计划客户减少的影响 [2] - 总费用上升31%至611亿美元,主要由于药品和其他服务成本大幅增加 [3] - 营业利润增长5%至21亿美元,Evernorth Health Services业务贡献强劲,但投资收益下降 [4] 分组1 - Evernorth Health Services收入增长36%至526亿美元,受益于专业和医疗服务业务的有机增长以及新客户拓展 [5] - Evernorth Health Services营业利润增长9%至18.8亿美元,但利润率下降80个基点至3.6% [6] - Cigna Healthcare收入增长3%至132亿美元,受益于保费上涨,但个人和家庭计划客户减少 [7] - Cigna Healthcare营业利润下降4%至11.7亿美元,受到投资收益下降和医疗费用率上升的影响 [8] 分组2 - 公司现金及现金等价物为59亿美元,较2023年末下降24.7% [9] - 长期债务增加7.4%至302亿美元,股东权益下降8.9%至421亿美元 [9] - 前三季度经营活动现金流下降50.2%至52亿美元 [10] - 公司2024年调整后每股收益预计不低于28.40美元,同比增长至少13.2% [12] - 公司长期目标为每年调整后每股收益增长10-14% [13]