Based on guidance from its Independent Pharmacy Advisory Committee, Express Scripts will collaborate with CPESN ® USA through its IndependentRx initiativeST. 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 res ...

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/default ...

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 ...

Overall ranking increased seven spots from 2023, reflecting the enterprise's actions to bolster the vitality of The Cigna Group's workforce and the communities it servesBLOOMFIELD, Conn., May 14, 2024 /PRNewswire/ -- Global health company The Cigna Group (NYSE: CI) announced today that it is No. 7 on Fair360's 2024 Top 50 Companies – seven spots higher than last year's ranking – demonstrating The Cigna Group's long-standing and deep commitment to equal opportunity for all. Fair360 announced its 2024 Top 50 ...

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The Cigna Group (CI) posted better-than-expected first-quarter 2024 earnings, driven by a well-performing Evernorth Health Services segment, which, in turn, received an impetus from strength in Specialty and Care Services businesses and operational efficiencies. Premium rate increases also aided the Cigna Healthcare business. However, the upside was partly offset by escalating pharmacy expenses and a decline in customer base within the Cigna Healthcare unit. Nevertheless, a hiked adjusted earnings per share ...

The Cigna Group Investor Presentation May 2, 2024 ...

财务数据和关键指标变化 - 第一季度总收入为573亿美元,同比增长23% [1] - 调整后每股收益为6.47美元,同比增长20% [1] - 经营活动产生的现金流为48亿美元 [1] - 公司提高了2024年全年调整后每股收益指引至至少28.40美元 [1] 各条业务线数据和关键指标变化 - Evernorth Health Services业务第一季度收入为462亿美元,调整后税前利润为14亿美元,符合预期 [2] - 其中药品福利服务业务收入增长43%,调整后税前利润为5.13亿美元 [2] - 专科和医疗服务业务收入增长12%,调整后税前利润为7.88亿美元 [2] - Cigna Healthcare业务第一季度调整后收入为133亿美元,调整后税前利润为13亿美元,优于预期 [2] - 医疗保险成本率为79.9%,受公司可负担性举措和有效定价执行的影响 [2] - 医疗会员总数为1920万人,符合预期 [2] 各个市场数据和关键指标变化 - 国际健康业务持续保持强劲表现,得益于专注于本地化健康解决方案和为全球流动人口提供优质服务 [3] - 个人交易所业务通过在某些地区采取定价行动来改善整体盈利能力,会员人数有所下降 [3] 公司战略和发展方向及行业竞争 - 公司在专科药品业务方面的创新和能力建设是加速增长的关键 [3][4] - 公司将推出阿达木单抗生物类似药,为患者提供0美元自付费用的选择,并将覆盖所有浓度水平 [3][4] - 预计到2030年,将有近一半的前25大专科药品面临生物类似药或仿制药的竞争,这将带来超过100亿美元的年度支出机会 [3][4] - 公司继续推进价值型医疗服务,与VillageMD等合作伙伴深化合作,提高医疗质量和降低成本 [5] - 公司将重点投资于责任医疗、虚拟、居家和行为健康等领域 [3] 管理层对经营环境和未来前景的评论 - 公司在动荡的市场环境中持续交付出色业绩,体现了其差异化能力、创新方法和纪律执行 [1] - 公司对2024年的增长前景保持信心,并将调整后每股收益指引提高至至少28.40美元 [1] - 公司在Evernorth和Cigna Healthcare两大增长平台的强劲基本面支撑了此次业绩指引的上调 [2] 问答环节重要的提问和回答 问题1 **Justin Lake 提问** 询问公司2025年在PBM和医疗保险业务方面的新业务拓展情况 [5][6] **Eric Palmer 和 Brian Evanko 回答** - Evernorth在2025年销售旺季开局良好,预计将保持95%以上的客户续约率 [5] - Cigna Healthcare在国民账户业务方面的RFP数量有所增加,反映了市场需求的增长 [6] - 客户关注点包括供应商整合、心理健康和数字化服务等 [6] 问题2 **Lisa Gill 提问** 询问公司在专科药品和生物类似药业务方面的盈利能力 [7][8] **David Cordani 和 Eric Palmer 回答** - 专科药品市场规模约4000亿美元,增长迅速,公司的增长率高于行业平均水平 [7] - 公司在供应链管理、数据分析和临床专业知识等方面具有独特优势,有利于提高盈利能力 [7][8] - 生物类似药业务有望带来与原研药品相当或更高的单位贡献利润 [7] 问题3 **Andrew Mok 提问** 询问公司医疗保险成本率的具体构成和个人交易所业务的盈利情况 [9][10] **Brian Evanko 回答** - 雇主业务医疗保险成本率有所改善,住院和门诊费用趋势有所放缓 [9] - 个人交易所业务由于产品组合变化而在第一季度获得时间性利益,全年预计盈利率略低于4%-6%的目标区间 [10]