Healthcare Payers / Providers Reports

April 24, 2026

Hospice: Program Integrity Still Overhang, but Large Agencies Insulated; How SSVI May Be Tweaked [CHE, PNTG, BTSG, ADUS, AVAH]

•

Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), EHAB (US), PNTG (US)
April 21, 2026

Another State PBM Ban on Pharmacies Invites Headline Noise – and Ultimately Legal Challenges [CVS, CI, UNH]

•

Beth Steindecker

CI (US), CVS (US), UNH (US)
April 21, 2026

Being Coy on BALANCE – How Could CMS and Insurers Get to Yes [UNH, ELV, HUM, CVS, CNC, CI, MOH]

•

Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
April 12, 2026

Inpatient Hospitals: Slight Medicare Growth for FY27, But Future Holds Mandatory Bundles and Less Automatic Bonuses for New Tech [HCA, THC, CYH, ENSG, PACS, PNTG]

•

Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
April 8, 2026

Quarterly Policy Catalysts 2Q26: Health Insurers & Providers

•

Beth Steindecker
April 6, 2026

Medicare Advantage: CY27 Final Rates Provide Expected Relief, Longer-Term Risks Punted or Persist [HUM, ALHC, UNH, CVS, ELV, CNC, PRVA, ASTH, EVH]

•

Beth Steindecker

ALHC (US), ASTH (US), CVS (US), ELV (US), HUM (US), PRVA (US), UNH (US)
April 5, 2026

SNFs, IRFs, IPFs: Proposed Increases in Range, But Future Risks Medicare Lurk for SNFs and IRFs [ENSG, PACS, SBRA, OHI, LTC, CTRE, EHC, SEM, UHS, ACHC]

•

Beth Steindecker

ACHC (US), EHC (US), ENSG (US), OHI (US), PACS (US), SBRA (US), SEM (US), UHS (US)
April 5, 2026

Hospices: Proposed FY27 Increase In-Line but Softer Than FY26, Program Integrity Risk Builds [CHE, ADUS, PNTG, EHAB, BTSG, AVAH, Gentiva, Compassus, Elara]

•

Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), EHAB (US), PNTG (US)
March 30, 2026

Hospitals, Insurer, Home Care, HSAs, PBMs: What Is a Realistic Federal Healthcare Savings Target in Reconciliation?

•

Beth Steindecker

ADUS (US), AVAH (US), CNC (US), HCA (US), HQY (US), MOH (US), OSCR (US), THC (US)
March 24, 2026

Hospitals, IRFs, SNFs, Hospices, IPFs, LTCHs: Expectations for FY27 Medicare Rate Proposals

•

Beth Steindecker

CHE (US), EHC (US), ENSG (US), HCA (US), PACS (US), PNTG (US), SEM (US), THC (US)