Fundamentally, the case for strong buy healthcare stocks really sells itself. First off, let’s discuss the underlying sector. As I’ve started mentioning recently, wealth without health means nothing. You can reference many spiritual or religious aphorisms that basically state the same thing. Those who gain the entire world ultimately lose it anyways if they forfeit their soul. In other words, the person who perishes with the most toys still perishes. So, fully enjoying the fruit of one’s labor requires havi ...

Members with employer-sponsored insurance saw about a 1% decrease in out-of-pocket costs for their prescription medicines last year, paying an average of $15.10 for a 30-day supply ST. LOUIS, Mo., June 20, 2024 /PRNewswire/ -- Express Scripts, the pharmacy benefits services business of Evernorth, a subsidiary of The Cigna Group (NYSE: CI), today released research spotlighting that members with employer-provided coverage paid less at the pharmacy counter for prescription drugs in 2023 compared to the previou ...

The Cigna Group (CI) continues to be aided by two solid growth platforms, acquisitions and a solid financial position. A solid 2024 guidance also acts as an additional tailwind for the stock. Zacks Rank & Price Performance Cigna carries a Zacks Rank #3 (Hold), at present. The stock has gained 24% in the past year compared with the industry’s 8% growth. The Medical sector and the S&P 500 composite index have increased 4% and 23.2%, respectively, in the same time frame. ...

会议主要讨论的核心内容 - 公司在2024年第二季度的业务表现基本符合预期,医疗费用率预计将在全年目标范围内 [3][5][6] - 公司在商业雇主业务中看到持续的高使用率,但已经在定价中考虑了这一因素 [5][10] - 公司在个人交易所业务方面进行了一些调整,预计明年将恢复到目标利润区间 [23][25] - Evernorth的专科药业务保持强劲增长,未来有望进一步扩大市场份额 [26][27][29][30] - 公司未来将继续以股票回购为主要的资本部署方式,同时也会审慎考虑适当的并购机会 [38][40] 问答环节重要的提问和回答 问题1 **Nathan Rich 提问** 公司在第二季度的医疗费用率情况如何,是否有任何业务线表现与预期不同 [4] **Brian Evanko 回答** 第二季度的医疗费用率整体符合预期,公司的商业雇主业务和个人交易所业务都在预期范围内 [5][6][8] 问题2 **Nathan Rich 提问** 公司对未来就业环境的预期如何,是否会对公司业务产生影响 [20] **Brian Evanko 回答** 公司目前尚未看到就业市场出现明显的疲软迹象,但考虑到利率持续上升的影响,预计下半年可能会出现一定程度的就业下滑,从而对公司业务产生一定压力 [21] 问题3 **Nathan Rich 提问** 公司在专科药品分销业务方面有哪些增长机会 [33][34] **Brian Evanko 回答** 公司在医疗保险福利下的专科药品分销业务有很大的增长空间,未来将继续加大在这一领域的投入和布局 [34][35][36]

The Cigna Group’s (CI) pharmacy benefits manager, Express Scripts, recently partnered with CPESN USA to enhance access to comprehensive care at independent pharmacies. CPESN USA is a network of pharmacy providers that will help CI in reducing the gaps in care delivery. This move follows guidance from CI’s Independent Pharmacy Advisory Committee. This move is aimed at providing enhanced care services for Medicare members suffering from diabetes and hypertension. One out of five Medicare recipients of 65 year ...

Based on guidance from its Independent Pharmacy Advisory Committee, Express Scripts will collaborate with CPESN ® USA through its IndependentRx initiative ST. LOUIS, May 23, 2024 /PRNewswire/ -- Express Scripts, the pharmacy benefits services business of The Cigna Group's (NYSE: CI) Evernorth, is making it easier for people to access a broader range of care services at independent pharmacies. This new collaboration with CPESN® USA, a network of pharmacy providers that deliver health services, is a direct re ...

BLOOMFIELD, Conn., May 21, 2024 /PRNewswire/ -- Global health company The Cigna Group (NYSE:CI) announced today that Brian Evanko, EVP and CFO of The Cigna Group, President and CEO of Cigna Healthcare, will present at Goldman Sachs 45th Annual Global Healthcare Conference on June 11, 2024, in Miami, FL. The Cigna Group's presentation is expected to begin at approximately 10:00 a.m. ET. A live webcast of the presentation will be available at https://investors.thecignagroup.com/events-and-presentations/defaul ...

The Cigna Group (NYSE:CI) BofA Securities 2024 Health Care Conference Call May 15, 2024 2:40 PM ET Company Participants Brian Evanko - CFO of The Cigna Group, President and CEO of Cigna Healthcare Hasan Riaz - Lead Principal, Investor Relations Ralph Giacobbe - Head of Investor Relations Conference Call Participants Kevin Fischbeck - Bank of America Kevin Fischbeck All right. I want to thank everyone for joining us today. It's my pleasure to be hosting The Cigna Group. Presenting today, we have Brian Evanko ...

业绩总结 - Cigna Healthcare的利用率强劲，MCR表现强劲，收入增长强劲[4] - Cigna Healthcare的MCR表现优于预期，收入超出预期[5] - Cigna Healthcare预计全年2024年的利用率将持续强劲[5] - Cigna Healthcare的商业雇主业务是公司的核心增长业务[11] - Cigna Healthcare在50至500名员工的雇主市场份额逐渐增长[12] - Cigna Healthcare预计2024年商业雇主业务全年会保持稳定或略有增长[20] 未来展望 - Cigna Group正在剥离Medicare业务，将于2025年初完成[22] - Cigna Group未来可能考虑进入医疗保险业务[26] - Evernorth将PBM业务与特殊服务业务分开，特殊服务业务预计将保持高单位数增长[33] - Centene合同对PBM业务有显著增长影响，而特殊服务业务增长较为稳定[38] - 专业金融分析师指出，专业药店市场将迎来高速增长，特别是在4000亿美元的专业药店市场中[43] - Accredo Specialty Pharmacy在市场份额上占据约20%的份额[43] - 分析师指出，高成本药品和温度控制要求将推动8%至12%的增长[44] - CuraScript作为专业药店的分销业务，多年来保持两位数增长[45] - Behavioral Health业务有望实现超额增长，尽管目前在公司中占比较小[46] - Evernorth的运营分为两个部分，专业药品和护理服务，其中包括专业药品和医疗服务[48] 市场扩张和并购 - Cigna Healthcare的雇主市场有着巨大的增长机会，特别是在小型雇主市场[52] 其他新策略和有价值的信息 - 2025年，Pharmacy Benefits Services业务预计平均年增长率为2%至4%，其中Centene合同是最大的合同[56] - 个人交易所预计将增长10%至15%，是Cigna Healthcare总体增长的一部分[66] - Cigna Healthcare的商业部门中，除了个人交易所业务略低于目标外，其他部分基本达到目标利润率[68]

Though Cigna Group (NYSE:CI) stock was last seen down 1% to trade at $343.11, it's not too far removed from its March 28, record high of $365.71, and sports a 34.6% year-over-year lead. What's more, shares look ready to rally once again, thanks to a trendline that has historically preceded sharp moves higher. Cigna stock's recent pullback placed it within striking distance of its 80-day moving average. According to Schaeffer's Senior Quantitative Analyst Rocky White's data, CI flashed eight similar signals ...