CIGNA group (CI): Taurus Case Theory

We encountered a Saudi thesis On the CIGNA group (CI) on Antonio Linares’ Substack. In this article, we will summarize the bull thesis on CI. The CIGNA group (CI) has been traded at $ 312.68 as of 22^{The second abbreviation} maybe. Ci’S Throw and Forward P/E 17.43 and 10.65, respectively, according to Yahoo Finance.

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The new CIGNA deal with Eli Lilly and Novo Nordisk may look to offer GLP-1 high-weight high-weight prices at first glance, especially for players like him, but it enhances the structural dynamics that benefit the company. As the fourth largest pharmacy director (PBM) in the United States, CIGNA reflects the intense competition between Lilly and Novo to expand the relatively unconcistent GLP-1 offers. Although this specified deal may determine the GLP-1 prices, PBMS is likely to make up for prices elsewhere, in line with its broader business model that flourishes in the complexity and prices of prices in the American health care system.

For HIMS, which is basically not GLP-1 but it is a vertical integrated health care platform, the total inflationary environment drives by PBMS enhances its value proposal-while providing low-cost low-cost solutions below. HIMS directed 750 million dollars in 2025 weight loss revenues, to a large extent of oral alternatives and general larglotide, both of which are much cheaper than branded injections such as Wegovy. The HIMS platform, which continues to develop with personal care gains and efficiency gains, is in a unique position to meet a wide range of health needs in a manner that is difficult for traditional models that focus on PBM.

The company’s partnership with Novo and Encipt Future Deal with Lilly will increase the risk of its growth. Through the last acquisition of the peptide manufacturing facility and a pipeline beyond the GLP-1S, HIMS builds a developmental and cost-effective layer platform. Since the market remains installed on the GLP-1 novels, HIMS quietly focuses the free cash flow and strategic value, providing investors with a long-term chance attractive in the growing term.

We have already covered the CIGNA (CI) group in January 2025 Where the bull thesis was summarized by Testucci Michel on Twitter. His name is Mishaal, the name CIGNA (CI) is a higher choice, citing its stable model and its low evaluation. Since then, the company has completed the sale of assets worth $ 3.7 billion and is on the right track to retake up to 12 % of its shares. With the political risks about the relief of PBMS and the implementation of a strong purchase, CIGNA is still well -valued and well its place for the continuation of the upward trend. As of May 2025, the stock increased by 13.23 %.