Healthcare Payers / Providers Reports

June 25, 2026

[CVS, Walgreens, Muni Hospitals]: Cassidy 340B Draft Capping Contract Pharmacies and Overseeing 340B Face Long Odds; Other Regulatory Actions Likely in Motion

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Beth Steindecker

CI (US), CVS (US), GSK (LSE), JNJ (US), LLY (US), UNH (US), WMT (US)
June 25, 2026

[DVA, FRE.DE, Innovative Renal] Medicare Proposal: Large Dialysis Chains Do Relatively Better but Phosphate Binder Policy Falls Short

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Beth Steindecker

DVA (US), FRE (XETRA)
June 23, 2026

Healthcare REITs, Hospitals, Nursing Homes: Status of State Legislative Efforts to Intensify Oversight of Healthcare Transactions

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Beth Steindecker and Ben Brolin

CTRE (US), LTC (US), MPT (US), OHI (US), SBRA (US), VTR (US), WELL (US)
June 18, 2026

[HUM, UNH, CVS, ELV, CNC, ALHC, MOH, CLOV, CI]: CMS Recalculates 2026 Star Ratings in Light of CLOV Ruling, But Financial and Legal Questions Remain

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Beth Steindecker

ALHC (US), CI (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
June 15, 2026

[OSCR, CNC, ELV, HCA, THC, CYH, UHS]: ACA Court Win Offers Limited Relief as Obamacare Enrollment Headwinds Remain

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Beth Steindecker

CNC (US), CYH (US), ELV (US), HCA (US), OSCR (US), THC (US), UHS (US)
June 10, 2026

Hospitals, ASCs, Imaging Centers: Medicare Risk in Summer OPPS Proposal? [THC, HCA, CYH, ARDT, UHS, SGRY, UNH, RDNT]

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), RDNT (US), SGRY (US), THC (US), UHS (US), UNH (US)
June 2, 2026

[CNC, MOH, ELV, HCA, THC, CYH] Medicaid Work Requirements: Deferment to States with Tighter Oversight in 2028; CMS Projects 15% Enrollment Decline

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Beth Steindecker

ARDT (US), CNC (US), CYH (US), ELV (US), HCA (US), MOH (US), THC (US)
June 1, 2026

CLOV Star Ratings Legal Win Creates System Uncertainty but Potentially Strengthens HUM Appeal

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Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
May 28, 2026

Surprise Billing: Pro-Providers, But Legal Questions Remain [NUTX, TeamHealth, Radiology Partners]

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Beth Steindecker

NUTX (US)
May 21, 2026

CMS Proposal Pushes DPP Restrictions but Near-Term Impacts on Hospitals, Nursing Homes Still Limited Due to Grandfathering

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Beth Steindecker

CTRE (US), CYH (US), ENSG (US), HCA (US), OHI (US), PACS (US), THC (US), UHS (US)