Icahn Said to Build Sizable Cigna Stake

The transcript discusses the upcoming vote on Cigna's acquisition of Express Scripts, highlighting shareholder concerns and the influence of major players like Amazon. It examines the market's reaction, investor expectations, and the potential for renegotiation or opposition to the deal. The discussion also covers industry trends, such as consolidation in healthcare, and Cigna's strategic options, including the possibility of selling itself.

What is the date of the vote regarding the deal?

What concerns do investors have about Cigna's acquisition of Express Scripts?

How has the business of pharmacy benefits managers been affected recently?

What is the current sentiment among investors regarding the merger arbitrage spread?

What potential actions might Cigna consider if the deal does not go through?