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The Cigna Group (CI) investor relations material
The Cigna Group Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary10 Sep, 2025
Performance and outlook
Reaffirmed full-year and 2025 EPS outlook, highlighting consistent delivery despite a disruptive environment.
Achieved 13% compounded EPS growth over the past decade, expecting another strong year ahead.
Three scaled growth platforms—health benefits, pharmacy benefits, and specialty care—continue to drive growth.
Strategic investments and specialty market expansion
Announced a $3.5 billion investment in Shields Health Solutions, strengthening presence in the $400B+ specialty drug market.
Shields enhances capabilities in the medical benefit component of specialty drugs, complementing existing strengths in prescription drug distribution.
Shields serves about 80 health systems and 1,000 affiliated hospitals and clinics, optimizing specialty pharmacy operations.
Investment structured as a non-controlling preferred with an income stream, fitting long-term capital deployment strategy.
Specialty pharmacy and biosimilars
Specialty pharmacy business, Accredo, serves about 1 million patients and filled 8 million prescriptions last year.
Holds access to over 70% of limited distribution drugs, with 40% of patients unaffiliated with core businesses.
CuraScript, a $25B business, focuses on provider distribution and is growing double digits annually.
Biosimilars and generics seen as a $100B opportunity by 2030, with over 70% of eligible Humira scripts now filled by biosimilars.
Introduced $0 out-of-pocket programs for Stelara and Humira biosimilars, driving adoption.
Shields operational value for health systems?
GLP-1 coverage growth barriers for employers?
Cigna's primary AI investment areas?
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Next The Cigna Group earnings date
Q3 202530 Oct, 2025
LIVEat 12:30
Next The Cigna Group earnings date
Q3 202530 Oct, 2025
LIVEat 12:30
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Frequently asked questions
A provider of healthcare services to individuals and organizations
Cigna is a global health services company that provides a range of healthcare solutions to individuals and organizations around the world.
The company operates through two main business segments:
Health Services: This segment includes the company's insurance operations, which offer a range of health and wellness products to individuals and employers.
Integrated Medical: This segment includes the company's clinical operations, which provide a range of medical services, including primary care, behavioral health, and pharmacy services.
The business model
Cigna's business model is based on providing innovative and personalized healthcare solutions to its customers. The company offers a range of insurance products, including medical, dental, vision, and disability insurance, as well as wellness and health management programs. In addition, Cigna's clinical operations provide a range of medical services to its customers, including primary care, behavioral health, and pharmacy services.
How Cigna makes money
Cigna generates revenue through a range of sources, including insurance premiums, fees for services, and investments. The company's insurance operations generate the majority of its revenue, with premiums and fees for services accounting for the bulk of its income. In addition, Cigna's investments in various businesses and ventures also generate a significant amount of revenue.
Interesting facts about Cigna
Interesting facts about Cigna include that it was founded in 1792 as the Insurance Company of North America (INA), making it one of the oldest insurance companies in the United States. The company has also been recognized for its commitment to social responsibility and sustainability, with a focus on promoting health and wellness in the communities where it operates. Three competitors of Cigna in the healthcare industry include UnitedHealth Group, Humana, and CVS Health.
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