药店零售商CVS Health放弃年度预测，任命新任首席执行官-动脉网

Pharmacy Retailer CVS Health Backs Away From Annual Forecast, Names New CEO

benzinga 等信源发布 2024-10-18 07:14

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On Friday, CVS Health Inc CVS appointed longtime executive David Joyner as its new president and CEO, replacing Karen Lynch amid the company’s ongoing financial struggles.

周五，CVS Health Inc CVS任命长期高管大卫·乔伊纳（DavidJoyner）为新总裁兼首席执行官，在公司持续的财务困境中接替凯伦·林奇（KarenLynch）。

Joyner, previously president of CVS Caremark and an executive vice president at the company, steps into this leadership role as Roger Farah, CVS’s board chairman, assumes the executive chair position.

乔伊纳（Joyner）曾任CVS Caremark总裁，也是该公司的执行副总裁，在CVS董事会主席罗杰·法拉（Roger Farah）担任执行主席的过程中，乔伊纳（Joyner）开始担任这一领导角色。

The company warned that its upcoming third-quarter earnings, set for release on November 6, will miss Wall Street projections.

该公司警告称，定于11月6日发布的即将到来的第三季度收益将低于华尔街的预期。

The company revealed preliminary third-quarter 2024 adjusted EPS of $1.05-$1.10, compared to the consensus of $1.70. Analysts expect sales of $92.73 billion.

该公司公布2024年第三季度初步调整后每股收益为1.05-1.10美元，而普遍预期为1.70美元。分析师预计销售额为927.3亿美元。

Results for the third quarter include charges to record premium deficiency reserves (PDRs), primarily related to the company’s Medicare and Individual Exchange businesses inside its Health Care Benefits segment, of approximately $1.1 billion, which lowered third quarter 2024 Adjusted EPS by $0.63.

第三季度的结果包括记录保费不足准备金（PDR）的费用，主要与该公司医疗保健福利部门内的医疗保险和个人交换业务有关，约为11亿美元，这将2024年第三季度调整后的每股收益降低了0.63美元。

In the third quarter of 2024, CVS continued to experience medical cost trends over those projected in its prior outlook.

2024年第三季度，CVS的医疗费用趋势仍高于之前的预测。

The Medical Benefit Ratio for the third quarter is currently expected to be approximately 95.2%, which includes a 220-basis point impact from the PDRs.

目前预计第三季度的医疗福利率约为95.2%，其中包括PDRs产生的220个基点的影响。

The company added, ” In light of continued elevated medical cost pressures in the Health Care Benefits segment, investors should no longer rely on the company’s previous guidance.”

该公司补充道：“鉴于医疗保健福利领域的医疗费用压力持续上升，投资者不应再依赖该公司之前的指导。”

The pharmacy giant is also backing away from the fiscal year 2024 issued during the second-quarter earnings release.

这家制药巨头也退出了第二季度财报发布期间发布的2024财年。

The company reported second-quarter sales of $91.23 billion, missing the consensus of $91.51 billion. Adjusted EPS of $1.83 decreased from $2.21 in the prior year, beating the consensus of $1.73.

该公司公布第二季度销售额为912.3亿美元，未达到915.1亿美元的共识。调整后每股收益为1.83美元，比上年的2.21美元有所下降，超出了普遍预期的1.73美元。

In Q2 earnings, CVS Health revised its 2024 adjusted EPS guidance to $6.40-$6.65 from at least $7.00 versus consensus of $6.98.

在第二季度的收益中，CVS Health将其2024年调整后的每股收益指导从至少7.00美元修改为6.40美元至6.65美元，而普遍认为每股收益为6.98美元。

CVS Health forecasted 2024 sales of $369.0 billion—$372.0 billion versus a consensus of $368.876 billion at prior guidance of at least $369 billion.

CVS Health预测2024年销售额为3690亿美元至3720亿美元，而之前的预期至少为3690亿美元，普遍为3688.76亿美元。

The company expected a medical benefits ratio of 90.6% – 90.8% versus ~89.8% expected earlier.

该公司预计医疗福利率为90.6%-90.8%，而此前预计为89.8%。

The company is already struggling as the Federal Trade Commission (FTC) filed a formal complaint against three major pharmacy benefit managers (PBMs)—CVS Health’s Caremark, Cigna Corp’s CI Express Scripts, and UnitedHealth Group Inc’s UNH Optum—for allegedly engaging in unfair and anti-competitive practices that have inflated the list price of insulin medications..

随着联邦贸易委员会（FTC）对三大药房福利管理公司（PBM）提出正式投诉，该公司已经陷入困境，这三大药房福利管理公司分别是CVS Health的Caremark、Cigna Corp的CI Express Scripts和UnitedHealth Group Inc的UNH Optum，他们涉嫌参与不公平和反竞争行为，抬高了胰岛素药物的标价。。

As per an October report, CVS Health is also considering a major restructuring that could involve separating its retail and insurance businesses.

根据10月份的一份报告，CVS Health也在考虑进行重大重组，可能涉及将零售和保险业务分开。

These talks with financial advisers explore how a potential breakup would work, although no final decisions have been made yet.

这些与财务顾问的会谈探讨了潜在的分拆将如何进行，尽管尚未做出最终决定。

Price Action: At last check on Friday, CVS stock was down 12.30% at $55.87 during the premarket session.

价格走势：周五的最后一次检查显示，CVS股价在上市前下跌12.30%，至55.87美元。