Analysis10k / Blog

#PBM Regulation

1 article tagged "PBM Regulation".

CI
The Story

Cigna's Story: A Crisis, a Rebate-Free Pivot, and a 17-Year CEO Handoff

Cigna went from bragging about back-to-back guidance raises to admitting it fell 'short of our expectations' within a single year — then redesigned its core PBM business model and handed the CEO job to a 30-year insider.

2026-09-12