UnitedHealth Vs. CVS Vs. Cigna: Which Health Stock Will Beat The FTC's Regulatory Heat?
Portfolio Pulse from Surbhi Jain
The FTC is targeting UnitedHealth, CVS, and Cigna for allegedly inflating insulin prices, leading to potential stock volatility. UnitedHealth's size may be a strength or a liability, CVS's diversification could complicate regulatory navigation, and Cigna's focused approach might allow it to adapt more easily.
September 20, 2024 | 7:40 pm
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NEGATIVE IMPACT
CVS Health faces FTC scrutiny with its PBM business Caremark. Analysts predict a 6.36% price movement, with a 12-month target of $63. Its diversified operations could complicate regulatory navigation.
CVS's involvement in the FTC lawsuit makes it highly relevant. The complexity of its operations could lead to negative short-term impacts on its stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100
NEGATIVE IMPACT
UnitedHealth's OptumRx is central to the FTC lawsuit, making it a significant target. Analysts predict a modest 2.75% price movement, with a price target range of $591 to $680. Its large size could be a strength or a liability in facing regulatory challenges.
The FTC lawsuit directly targets UnitedHealth's OptumRx, making it highly relevant. The potential regulatory impact could negatively affect its stock price, despite its large market presence.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Cigna's Express Scripts is part of the FTC lawsuit, but its focused approach might allow it to adapt better. Analysts expect a 14.22% price movement, with a target range of $400 to $438.
Cigna's involvement in the FTC lawsuit is significant, but its focused business model might mitigate negative impacts, leading to a neutral short-term outlook.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100