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Cigna Corporation (CI)

NYSE - Nasdaq Prezzo in tempo reale. Valuta in USD.
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234,88-1,54 (-0,65%)
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  • D
    DAVID
    $CLOV conversation
    1/2
    So why would a company like $GOOG buy a company like $CLOV for at least $30/share?

    FYI, my opinions. Not inside information and not financial advice. This is an argument for a mutually beneficial business combination via acquisition.

    OK, so why would a company like $GOOG buy a company like $CLOV for at least $30/share?

    The bigger question is why one of the current big healthcare giants ($UNH - $430B MC, $ANTM $105B MC, $HCA - $76B MC, $CI - $72B MC, $HUM - $57B MC,) wouldn’t buy $CLOV first to prevent having to compete with Google? The fact is they may not even be in the discussions due to the strong existing relationships between $CLOV management and $GOOG, but they should do whatever they can, and pay whatever it takes, to make sure this group does not reunite.

    Well first, maybe “reunite” is not quite correct as in fact, they are already partners. Google was one of the lead investors that helped launch $CLOV.

    https://www.fiercehealthcare.com/technology/google-parent-company-invests-big-medicare-advantage-startup-clover-health

    So why would Google, a tech company, want to invest ad/or partner/acquire Clover, a medical insurance company? Here’s a few reasons:

    Clover Health is primarily a tech company. There’s a great interview with the CEO Vivek Garipalli.

    https://youtu.be/uLmXHEHNsZo

    This is definitely worth the hour to listen as it gives great insight into how the concept of Clover Health came to be and more importantly, where it is going. Of particular interest, Vivek talks about how this was developed as a tech company. They had such amazing technology and AI, which would develop into Clover Assistant, but there was a problem. The issue was given the current setup of the medical industry, there was no incentive in place for the end user (i.e. the medical practices) to spend any funds on software to make patient outcomes better and more efficient. As Vivek explains, they soon realized to find the market that would see the value in their technology, they would have to create that market. Sounds very similar to many tech companies that are ahead of their time.

    2)

    Google has been interested in using AI to reinvent the $3T US healthcare industry for many years.

    https://www.cbinsights.com/research/report/google-strategy-healthcare/

    Doesn’t this sound like something the team leading Clover would say:

    In a statement provided to Fierce Healthcare, a Google spokesperson said "Google deeply believes in the power of technology to improve health and wellness and we have increased our health investments across the company.

    Clover Health Mission Statement

    On a mission to improve every life, Clover uses its proprietary technology platform to collect, structure, and analyze health and behavioral data to improve medical outcomes and lower costs for patients.

    While they had created an internal Google Health division in 2018, they have since disbanded the division. It seems like many large companies, Google needs entrepreneurs to basically handle outsourced innovation. In many cases like this, once the group better identifies the opportunities, defines the market, and proves out a workable model, an acquisition makes sense for all parties. As CTO Andrew Toy said in an Oct interview, “I truly believed you had to be within the healthcare industry, and specifically a payer, to then build great technology and have the fulcrum to make a difference."

    As you can read in the links below or doing a quick Google search, while the division was dismantled, their appetite to be in healthcare has not diminished.

    https://www.forbes.com/sites/johanmoreno/2021/08/21/google-dismantling-health-division/?sh=8f056abe4011

    https://www.healthcaredive.com/news/google-disbands-health-unit-as-chief-departs-for-cerner/605387/

    https://www.fiercehealthcare.com/tech/google-previews-ai-dermatology-tool-to-help-consumers-identify-skin-conditions

    https://www.fiercehealthcare.com/hospitals/google-cloud-will-beef-up-hca-healthcare-s-clinical-operational-data-analytics-new

    He also was quoted on an Oct interview saying, "I took a bit of an unusual choice instead of founding a company that worked within Google Health, Amazon, or Microsoft. I truly believed you had to be within the healthcare industry, and specifically a payer, to then build great technology and have the fulcrum to make a difference." This is the thinking outside the box that large established companies cannot do. They need to let people like Vivek and Andrew create a successful model and then just buy it out.

    3)

    Clover has incredibly deep relationships with Google. I’m sure most of you already know CTO Andrew Toy, the genius behind the Clover Assistant, has already developed a startup company, refined the model, proved it out, and sold it to Google.

    https://www.businessinsider.com/googles-120-million-divide-acquisition-2014-10
    Clover Health, the technology-focused startup serving Medicare Advantage customers, just got another infusion of venture capital. The company is now valued at $1.2 billion.
    Clover Health, the technology-focused startup serving Medicare Advantage customers, just got another infusion of venture capital. The company is now valued at $1.2 billion.
    www.fiercehealthcare.com
  • S
    Smallcap Lover
    $RWLK conversation
    Great news for ReWalk for a major insurance agency like $CI to make changes to their policy regarding exoskeleton devices and those in need. Volume is great off the open, now let's see a push to .50
    https://stockwatchers.finance.blog/2019/02/13/3-healthcare-stocks-setting-the-pace-on-wednesday/
  • F
    FastEddieCakes
    $CLOV conversation
    CLOV is ripe for the picking. It's way undervalued when you compaire it to $UNH, $CI, & $HUM. Look at the valuations. This is a good buy at this price.
  • W
    Walter
    $CI conversation
    Got another example yesterday of corruption in our government, when the Wall Street Journal reported that Virginia Gov. Terry McAuliffe’s political action committee donated nearly $500,000 to the election campaign of Dr. Jill McCabe--the wife of an FBI official who helped oversee the investigation into Hillary Clinton’s use of a private email server while secretary of state,

    Hillary lies to the FBI on her servers, she deletes 33,000 emails after she receives a subpoena, a State department senior offical tries to bribe the FBI to declassify some of Hillary's emails, her IT staff takes the 5th amendment rather than tesitfy to Congress on erasing the servers, the pay for play Clinton Foundation, the rigged Deomcratic primaries, and now the FBI has reopened the email investigation. It just goes on and on with the corruption in this election. Sadly today, being politically correct "trumps" corruption, fraud and lying with many, especially for those under 40.

    Here's another example of the hypocrisy of the Press, the Neoliberals and the Democrats. Bubba Clinton stating in 1996 that Americans are rightfully disturbed by the illegal number of Aliens. Why hasn't the Press called this out?

    FYI, the reason Hillary wants open borders is that aliens typically vote Democratic.

    https://www.youtube.com/watch?v=N5PK-SK0h9o
    Bill Clinton Said this in 1996. Trump says it in 2016
    Bill Clinton said this in 1995 and got a STANDING OVATION. Trump says it in 2016 and he is a "racist"?
    www.youtube.com
  • W
    Walter
    $CI conversation
    This is the video the DNC doesn't want you to see. The DNC has been pressuring YHOO to remove it:

    The two faces of Obama on Hillary.

    https://www.youtube.com/watch?v=JVS8-1KwS2c
    Obama on Hillary Clinton in 2008 vs now in 2016 - LOST CLIP
    OBAMA ON HILLARY IN 2008: "Hillary is corrupt, out of touch. She takes money from lobbyists and huge corporations on wall street. OBAMA ON HILLARY IN 2016 at...
    www.youtube.com
  • F
    FastEddieCakes
    $CLOV conversation
    CLOV actually gives great rates. The company I work for is thinking about switching to them for our health service needs. Anyone telling you this company is trash, couldn't be more wrong. They will take on companies like $CI, at a 86 billion valuation.
  • A
    Ariano
    $CYH conversation
    $ANTM $CI $CYH NEW ARTICLE : Health-care stocks rise as Trump talks new price disclosure rules for hospitals and insurers dashboard.stck.pro/news.php... Get all the latest $ANTM related news here : https://dashboard.stck.pro/news.php?ticker=ANTM
  • F
    FastEddieCakes
    $CLOV conversation
    $UNH, 376 billion, $HUM 54 billion, $CI 82 biillion, and CLOV 6 billion, I think most of you are smart anough to figure out what direction this will go.
  • S
    Seth
    “We are happy to report our Largest Single Month revenue in Company History! Read more details about it in our Q1 2018 Financial Results article. #financial #results #revenue #records https://t.co/NrIFxyFB08”
    “We are happy to report our Largest Single Month revenue in Company History! Read more details about it in our Q1 2018 Financial Results article. #financial #results #revenue #records https://t.co/NrIFxyFB08”
    twitter.com
  • B
    Birbey
    Palatin Technologies, Inc.
    I hold this one , $PTN more than any other and nothing in the hand, sold $CI it went to 200's, sold $AXSM went to 100's .
  • W
    Walle
    $CI conversation
    If the ANTM + CI deal goes through, Cigna will be trading around $190+, an easy $50 gain per share.
  • K
    Karen
    $CI conversation
    what happened today?
  • W
    Walle
    $CI conversation
    Each CI share would be worth at least $180 after the merger, so buying now will fetch you a gain of at least $45 to $50 per share.
  • s
    stocktargetadvisor
    $CI conversation
    $CI
    Target Lowered by Citigroup Buy USD 308 » USD 267
    Target Lowered by Mizuho Securities Buy USD 290 » USD 267
    Target Lowered by Stephens & Co. Overweight USD 300 » USD 270
  • I
    Info
    $UNH conversation
    I assume WS is pricing in a DEM victory in November? Hide the women and children, gonna get ugly!
    $HUM $CI $CVS
  • M
    Michael Rinstock
    $CI conversation
    Why CI is up so much? Merger is almost dead. It can't be a good thing. Why up after the news?
  • R
    Randy
    $CI conversation
    CIGNA EARNINGS WERE UP 11%, NOT THE FAKE RESULTS POSTED!! CORDANI AND HIS EXECS TOOK OUT HUGE SHORT POSITIONS LAST WEEK, NOT REALIZING THAT BARRON'S WAS GOING TO PUBLISH AN ARTICLE SAYING CIGNA WAS WORTH 156 A SHARE AND 4 ANALYSTS UPGRADES CAUSED A WAVE OF BUYING PRESSURE ON CIGNA AND ALL THE HEALTHCARE STOCKS. BY THE WAY, J.P.MORGAN 'S TOP ANALYSTS SAYS BUY THESE HEALTHCARE STOCKS AND SELL CONSUMER STAPLES. ANYWAYS CIGNA HIT 148.99 A SHARE LAST WEEK, AND CORDANI PANICKED, BECAUSE HE HAD MILLIONS OF DOLLARS OF LOSSES ALONG WITH OTHER EXECS, SO THE DID EVERYTHING IN THEIR POWER TO CAUSE CIGNA TO FALL, LIKE WE ARE GOING TO BACK OUT OF ANTHEM MERGER, PAY 1.2 BILLION FINE, INSTEAD OF COLLECT 1.8 BILLION IN CASH FROM ANTHEM. NO CEO DOES THIS! NONE. THEN HE SAYS WE ARE GOING INTO CHICAGO WHERE ALL OUR COMPETITOR'S ARE PULLING OUT OF... TO SELL POLICIES THAT WILL LOSE MONEY. THEN TODAY ANNOUNCED FAKE EARNINGS, CIGNA IS A STROING BUY , AND ANTM KNOWS THEY WOULD BE A GREAT FIT. WE JUST NEED TO OUST CORDANI AFTER SELLING CIGNA OUT. WHERE'S THE HUGE STOCK BUYBACK FROM CIGNA, WHY DOESNT CIGNA RAISE THEIR DIVIDEND TO SOMETHING RESPECTABLE. THIS COMPANY HAS SALES OF 35 BILLION A YEAR . THIS IS A GIFT TO BUY CIGNA AT THESE PRICES.ANTM WILL PREVAIL IN LAWSUIT
  • W
    Walle
    $CI conversation
    I loaded at $116.70, and will add more if it drops further.
  • W
    Walle
    $CI conversation
    Just few weeks ago CI was trading in $134+
    We should get back to $145 levels, there is lot of demand for the shares, don't sell at these ridiculous levels folks.

    Sentiment: Ultra Strong Buy
  • W
    Walle
    $CI conversation
    130 by this Friday and $150 by earnings report time. Looks UNH and learn folks, UNH is almost $10 up. CI PE ratio is lower than UNH UnitedHealth Group Incorporated.
    Don't sell Cigna at these low levels, buy as much as you can, don't miss this blue light sale. Anything below $135 is a steal.