Healthcare Payers / Providers Reports

October 9, 2026

[HUM, CLOV, ALHC, UNH, CVS, ELV, CNC]: MA Star Ratings Raises Stake for Litigation Anew and Policy Debate

•

Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
October 8, 2026

[RDNT, LMRI, Radiology Partners] CMS’s OPPS Imaging Site-Neutral Proposal Likely to Stick, Freestanding Imaging Still Poised to Benefit

•

Beth Steindecker

ARDT (US), CYH (US), HCA (US), LMRI (US), RDNT (US), THC (US), UHS (US)
October 6, 2026

[HUM, ALHC, UNH, CVS, ELV, CNC, CLOV] Appeals Court Seems Skeptical of CMS But RADV Overhang Not Going Away Completely

•

Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
September 30, 2026

[Municipal Hospitals, HCA, THC, OPCH, CVS, MRK, PFE]: 340B Drug Reimbursement Expectations in the Final Medicare OPPS Rule

•

Beth Steindecker

ARDT (US), BMY (US), CVS (US), CYH (US), HCA (US), JNJ (US), MRK (US), OPCH (US), PFE (US), THC (US)
September 22, 2026

[OSCR, CNC, HCA, THC, DVA, FRE.DE]: ACA Anti-Fraud Actions are More Noise Than New – and Potentially Material

•

Beth Steindecker

CNC (US), CYH (US), DVA (US), ELV (US), FRE (XETRA), HCA (US), OSCR (US), THC (US)
September 18, 2026

[PNTG, BTSG, AVAH, ADUS] Home Health Comment Review Reinforces Medicare Stable Outlook and Suggests Paths for Upside

•

Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), HUM (US), PNTG (US), UNH (US)
September 14, 2026

[HCA, THC, DVA, PRVA, ENSG, PNTG]: Mapping Provider Policy Risk / Upside by Congressional Control in November Elections

•

Beth Steindecker

CYH (US), DVA (US), EHC (US), ENSG (US), FRE (XETRA), HCA (US), OHI (US), PNTG (US), PRVA (US), THC (US)
September 8, 2026

[CNC, OSCR, UNH, HUM, CVS, ELV, MOH, CI, HQY]: Mapping Payer Policy Risk / Upside by Congressional Control in November Elections

•

Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HQY (US), HUM (US), MOH (US), OSCR (US), UNH (US)
September 1, 2026

[DVA, FRE.DE, private US Renal] Final CY27 Dialysis Reg Likely Similar to Proposal; Limited, but Plausible, Paths to Upside

•

Beth Steindecker

DVA (US), FRE (XETRA)
August 21, 2026

[HUM, ALHC, UNH, CVS, AGL, ASTH]: MA Tech Changes Rule Expectations: Stars Likely in Focus, Major Risk Adjustment Change Seem Less So

•

Beth Steindecker

AGL (US), ALHC (US), ASTH (US), CLOV (US), CVS (US), HUM (US), UNH (US)