In June, Catamaran (UNKNOWN:CTRX.DL) signed a 10-year exclusive contract with Cigna (NYSE:CI) to handle all of the health-care network's pharmacy benefits management operations. The deal was huge, with an estimated $5 billion to $5.5 billion of additional revenue impact. Including the previous business that the companies already had, Catamaran now does more than $8 billion a year with Cigna alone.

Rule Breakers analyst Simon Erickson examines how big contracts such as these affect both Catamaran and the overall industry. He also discusses other big opportunities on the horizon and why he remains bullish on the company's stock.