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Cigna Upgraded, Anthem Downgraded by Morgan Stanley on Biosimilar Humira Opportunity

By Sam Boughedda Morgan Stanley analyst Ricky Goldwasser said in a client note Wednesday that the firm is upgrading Cigna Corporation (NYSE:CI) shares to Overweight from Equal...
Cigna Upgraded, Anthem Downgraded by Morgan Stanley on Biosimilar Humira Opportunity © Reuters Cigna (CI) Upgraded, Anthem (ANTM) Downgraded by Morgan Stanley on Biosimilar Humira Opportunity

By Sam Boughedda

Morgan Stanley analyst Ricky Goldwasser said in a client note Wednesday that the firm is upgrading Cigna Corporation (NYSE:CI) shares to Overweight from Equal Weight and downgrading Anthem Inc (NYSE:ANTM) to Equal Weight from Overweight.

"We see a major new opportunity for specialty pharmacies but a lesser role for distributors," the note from Goldwasser read.

Commenting on Cigna, the analyst, who also raised the price target on Cigna to $296 from $283, said it "stands to be the largest beneficiary from Humira biosimilars in our Healthcare Services coverage."

"We see a path to higher segment growth over time. Management raised guidance on Evernorth's earnings growth by +100bps (+5-7% from +4-6%) at its recent 6/3 investor day, but our analysis suggests room for +200bp improvement after internal investments wind down and the full year benefit of Humira kicks in. In addition, if Cigna leverages its specialty distribution business (CuraScript) to insource distribution of Humira, it could add upside," added Goldwasser.

On Anthem Inc, Goldwasser reduced the firm's price target to $533 per share from $607 and stated: "Anthem's multiple has expanded >5x turns since 1Q20 and at 15.2x is trading at the highest multiple since 3Q18 (16.4x), +2.4x turns higher than its 5-year average. Anthem has navigated the uncertainty of the last 2 years extremely well and has delivered consistently better MLR and EPS. But as we look into the next couple of years, we don't see the same upside earnings optionality given a smaller specialty pharmacy footprint than CI's – we estimate only ~10% of Anthem's earnings come from IngenioRx."

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27-06-2022 07:20:58 (UTC+7)

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EUR/USD

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Adidas AG

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 EUR/USD1.0567↑ Sell
 GBP/USD1.2284↑ Sell
 USD/JPY135.01Buy
 AUD/USD0.6939↑ Sell
 USD/CAD1.2905↑ Buy
 EUR/JPY142.65↑ Sell
 EUR/CHF1.0117Sell
 Gold1,831.70↑ Sell
 Silver21.165↑ Sell
 Copper3.7555↑ Sell
 Crude Oil WTI105.75↑ Sell
 Brent Oil107.27↑ Sell
 Natural Gas6.202↑ Sell
 US Coffee C223.40↑ Buy
 Euro Stoxx 503,533.17Neutral
 S&P 5003,911.74↑ Buy
 DAX13,118.13↑ Sell
 FTSE 1007,208.81↑ Buy
 Hang Seng21,719.06↑ Buy
 Small Cap 20001,765.74↑ Buy
 IBEX 358,244.10Sell
 BASF42.215↑ Buy
 Bayer57.79↑ Sell
 Allianz181.20↑ Sell
 Adidas170.36↑ Sell
 Lufthansa5.966↑ Sell
 Siemens AG102.62↑ Buy
 Deutsche Bank AG8.919↑ Buy
Mua/Bán 1 chỉ SJC
# So hôm qua # Chênh TG
SJC Eximbank6,760/ 6,840
(6,760/ 6,840) # 1,696
SJC HCM6,785/ 6,865
(0/ 0) # 1,716
SJC Hanoi6,785/ 6,867
(0/ 0) # 1,718
SJC Danang6,785/ 6,867
(0/ 0) # 1,718
SJC Nhatrang6,785/ 6,867
(0/ 0) # 1,718
SJC Cantho6,785/ 6,867
(0/ 0) # 1,718
Cập nhật 27-06-2022 07:21:00
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Cập nhật lúc 07:15:24 27/06/2022
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