CVS Health in Focus as Activist Investor Prepares for High-Level Talks
CVS Health in Focus as Activist Investor Prepares for High-Level Talks
Robbins, who has built a substantial $700 million position in CVS, sees potential for the company to revitalize its struggling business without resorting to a breakup.CVS Health Corp (NYSE:CVS) is set to face renewed pressure as hedge fund Glenview Capital Management, led by founder Larry Robbins, plans to meet top executives, including CEO Karen Lynch, to discuss operational improvements.
西維斯健康公司（紐交所: CVS）將面臨來自由創辦人拉里·羅賓斯的對沖基金Glenview Capital Management帶來的新一輪壓力，計劃與包括首席執行官凱倫·林奇在內的高層管理人員會面，討論業務改進。
The meeting with Glenview comes as part of Robbins' broader strategy to push for change, the Wall Street Journal reports.
與Glenview的會議是羅賓斯更廣泛策略的一部分，旨在推動改變，據《華爾街日報》報道。
Also Read: Pharmacy Chains Like CVS Health, Walgreens Boots Alliance Confront Shifting Consumer Habits And Profit Pressures.
另請閱讀：像西維斯健康、沃爾格林-聯合博姿這樣的藥店連鎖面臨消費習慣和利潤壓力的轉變。
Robbins, who has built a substantial $700 million position in CVS, sees potential for the company to revitalize its struggling business without resorting to a breakup.
羅賓斯在西維斯健康公司建立了一個70000萬美元的實質位置，認爲公司有潛力振興其陷入困境的業務，而不必訴諸拆分。
Robbins is expected to propose cost-cutting and restructuring strategies but will not push for a breakup of CVS. Another hedge fund has also built a notable position in the company, hinting at further pressure from investors.
預計羅賓斯將提出削減成本和重組策略，但不會推動西維斯健康公司進行拆分。另一家對沖基金也在該公司建立了一個顯着的持倉，暗示投資者會繼續施加壓力。
CVS, one of the largest healthcare companies in the U.S., has seen its stock tumble 24% year-to-date amid multiple earnings downgrades.
作爲美國最大的醫療保健公司之一，西維斯健康公司股價在全年多次盈利下調中下跌了24%。
In the second quarter, the pharmacy chain reported adjusted EPS of $1.83 decreased from $2.21 in the prior year, beating the consensus of $1.73. The fall is primarily due to a decline in the Health Care Benefits segment's operating results, which reflect continued utilization pressure and the unfavorable impact of the company's Medicare Advantage star ratings for the 2024 payment year within the Medicare product line.
在第二季度，這家藥店連鎖企業報告調整後的每股收益爲1.83美元，低於上一年的2.21美元，超過1.73美元的共識。這一下降主要是由於衛生保健福利部門運營業績的下滑，反映了持續的利用率壓力和該公司在Medicare產品線內2024年付款年度的Medicare Advantage星級評定的不利影響。
CVS Health revised its adjusted EPS guidance to $6.40-$6.65 from at least $7.00 versus the consensus of $6.98, reflecting continued pressure in the Health Care Benefits segment.
西維斯健康調整後的每股收益指導值從至少7.00美元調整爲6.40-6.65美元，低於6.98美元的共識，反映了衛生保健福利部門持續的壓力。
The Wall Street report adds that CVS had heavily invested in attracting seniors to its Aetna Medicare plans, but the move backfired, squeezing margins. The company is now revising its Medicare approach for 2025 to address these issues.
《華爾街報告》指出，CVS在吸引老年人購買其Aetna Medicare計劃方面投入了大量資金，但此舉適得其反，擠壓了利潤率。該公司現在正在調整其2025年的Medicare策略，以解決這些問題。
CVS Health decided to make leadership changes based on the current performance and outlook for the Health Care Benefits segment.
西維斯健康決定根據醫療保健福利部門目前的業績和展望進行領導層變動。
Brian Kane quit, and Karen Lynch, the CEO, assumed direct leadership of the Health Care Benefits segment.
布賴恩·凱恩（Brian Kane）辭職，首席執行官卡倫·林奇（Karen Lynch）直接領導醫療保健福利部門。
Karen and Tom Cowhey, CVS Health's CFO, oversee the business's day-to-day management.
CVS健康的首席財務官湯姆·考維（Tom Cowhey）和卡倫共同監督業務的日常管理。
Recently, the Federal Trade Commission (FTC) filed a formal complaint against three major pharmacy benefit managers (PBMs)—CVS Health's Caremark, Cigna Corp's (NYSE:CI) Express Scripts, and UnitedHealth Group Inc's (NYSE:UNH) Optum—for allegedly engaging in unfair and anti-competitive practices that have inflated the list price of insulin medications.
最近，聯邦貿易委員會（FTC）對三家主要的藥劑福利管理公司（PBMs）—CVS健康的Caremark、輝瑞公司（NYSE:CI）的Express Scripts和美國聯合健康集團（NYSE:UNH）的Optum—提出正式投訴，稱其涉嫌從事不公平和反競爭的做法，導致胰島素藥品的標價飆升。
The FTC has also highlighted significant concerns regarding consolidating pharmacies and health insurance companies, focusing on the influence of a few dominant PBMs on prescription drug prices.
聯邦貿易委員會還強調了對整合藥房和健康保險公司存在的重大擔憂，集中關注少數主導PBMs對處方藥品價格的影響。
Price Action: CVS stock is up 3.27% at $63.39 during the premarket session at last check on Monday.
股價變動：CVS股票在週一盤前交易時上漲3.27%，報63.39美元。
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譯文內容由第三人軟體翻譯。