FTC Pauses Case Against Major PBMs, Potential Settlement in Sight
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
- Lawsuit Pause: The FTC has paused its administrative case against major pharmacy benefit managers (PBMs), delaying all discovery, filing, and decision deadlines until July 1, indicating potential settlement discussions.
- Hearing Rescheduled: The oral arguments originally set for January 22 have been moved to February 5, reflecting a critical phase in the FTC's antitrust investigation that could influence future drug pricing strategies.
- Increased Regulatory Pressure: The FTC's second interim report released in January 2025 found that PBMs imposed massive markups on specialty generic drugs for serious conditions, sometimes inflating prices by hundreds or thousands of percent, raising public concern.
- Political Focus: President Trump highlighted PBM
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Analyst Views on CI
Wall Street analysts forecast CI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CI is 335.63 USD with a low forecast of 300.00 USD and a high forecast of 378.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
14 Buy
2 Hold
0 Sell
Strong Buy
Current: 272.380
Low
300.00
Averages
335.63
High
378.00
Current: 272.380
Low
300.00
Averages
335.63
High
378.00
About CI
The Cigna Group is a global health company. The Company has two growth platforms: Evernorth Health Services and Cigna Healthcare. Evernorth Health Services includes its Pharmacy Benefit Services and Specialty and Care Services operating segments, which provide independent and coordinated health solutions and capabilities to enable the healthcare system to work better and help people live richer, healthier lives. Cigna Healthcare includes the U.S. Healthcare and International Health operating segments, which provide comprehensive medical plan services and coordinated solutions to clients and customers. Its Other Operations include corporate-owned life insurance (COLI), the Company's run-off operations and other non-strategic businesses. Specialty and Care Services provides specialty drugs for the treatment of complex and rare diseases, specialty distribution of pharmaceuticals and medical supplies, and clinical programs to help its clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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