Carl Icahn Exerts Pressure on Cigna-Express Deal

The transcript discusses Carl Icahn's investment in Express Scripts and the potential challenges facing Cigna's acquisition of the company. It highlights the lack of direct mention of Icahn in Cigna's earnings call, despite investor concerns. The discussion also covers market factors such as Amazon's purchase of Pill Pack and the Trump administration's proposal affecting pharmacy benefit managers. These factors could impact the profitability and strategic value of the acquisition, raising questions about the deal's viability.

What does the lack of mention of Carl Icahn during the Cigna earnings call suggest about investor sentiment?

In what ways could the profit model of Express Scripts be impacted by the proposed changes?