Healthcare Payers / Providers Reports

February 10, 2026

Ongoing Obamacare Market Evolution: Lower-Cost Plans Mix Shift Amidst Design Changes and Program Integrity Focus [OSCR, CNC, HQY, HCA, CYH]

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Beth Steindecker

CNC (US), CYH (US), HCA (US), HQY (US), OSCR (US), WBS (US)
February 4, 2026

CI Proposed FTC Settlement: What Might It Mean for PBMs? [CI, UNH, CVS, ELV, PGNY, CNC, HUM]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), PGNY (US), UNH (US)
February 3, 2026

Hospices: Heightened CMS Scrutiny, Targeted CMS Enforcement, and Limited Sector-Wide Risk [CHE, BTSG, PNTG, ADUS, Elara Caring, Compassus]

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Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), PNTG (US), UNH (US)
January 26, 2026

Medicare Advantage: CMS’s Negative Surprise of Flat Rates and Risk Adjustment Changes – What Now?

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Beth Steindecker

ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
January 21, 2026

Insurer Policy Concessions, Political Theater, & the Limits of Cost Reforms [UNH, CI, CVS, ELV]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), OSCR (US), UNH (US)
January 20, 2026

CORRECTED: PBMs: Latest Spending Draft’s Watered-Down Reforms Are Incremental, Not Transformational [UNH, CVS, CI, CNC, ELV, HUM]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
January 16, 2026

MedPAC Thoughts, Congress Unlikely to Listen

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Beth Steindecker

CHE (US), CYH (US), DVA (US), EHC (US), ENSG (US), PACS (US), PNTG (US), THC (US)
January 15, 2026

Trump’s Great Healthcare Plan – We’ve Seen and Heard It Before

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Beth Steindecker

BMY (US), CI (US), CNC (US), HCA (US), OSCR (US), PFE (US), THC (US), UNH (US)
January 13, 2026

ACA Subsidy Deal Delayed, Not Derailed; 55% Odds Still Intact [OSCR, CNC, THC, CYH, DVA, FRE.DE]

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Beth Steindecker

CNC (US), CYH (US), DVA (US), ELV (US), OSCR (US), THC (US), UHS (US)
January 6, 2026

Health Insurers & Providers Outstanding Policy Issues During 1Q26

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Beth Steindecker