Second Opinion October 27, 2025
It’s not a good moment to be a health insurer – unless you’re Cigna (at least for now)
Today, Cigna took a preemptive step in the conversation around reforming pharmacy benefits by announcing it will end drug rebates across many health plans by 2027. Its stock took a dip in the hours following the news, before rebounding. What’s unclear is how significant this move will be in the federal government’s agenda to bring more transparency to drug pricing. Overall though, the company is a standout in its peer group for having a generally good run over the past few years. So I’ve spent the past few months talking to the industry – current and former employees, analysts, researchers and...
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