ABT (US)

Coming roughly in line with our timing expectations outlined in early June (admittedly, a quarter or so early), we would expect CMS’s reopening of its transcatheter aortic valve replacement (TAVR) coverage policy to provide greater…

With CMS finalizing [Fact Sheet, Final Rule] its intention to include continuous glucose monitors (CGM) [DXCM, ABT], insulin pumps [TNDM, BBNX], and urological / ostomy supplies [COLOB.DC, CTEC.LN] in the next round of the Competitive…

Publication of the HHS Office of Inspector General’s (OIG) long-awaited report today on Medicare payments for continuous glucose monitors (CGM): (A) bolsters our long-held view that the agency intends to finalize its intention to include…

Despite the nearly ubiquitous opposition of stakeholders, we think CMS will likely finalize its intention to include continuous glucose monitors (CGMs) [DXCM, ABT] in the next round of the Competitive Bidding Program (CBP), along with…

Friday’s draft FY26 rate rule for Medicare inpatient hospital services brings incremental benefits for the likes of BSX, DXCM, ABT, and MMSI through proposed endorsement of new technology add-on payments (NTAP) that we expect to…

We view CMS’s final coverage decision on transcatheter tricuspid valve replacement (TTVR) as an incremental positive for Edwards Lifesciences’ (EW) Evoque, in that it eliminates proposed limitations to only those with severe tricuspid regurgitation (TR)…

We anticipate risks for manufacturers [DXCM, ABT] and suppliers [OMI, AHCO] of continuous glucose monitors (CGM) beginning this spring / summer, given that: The HHS Office of Inspector General (OIG) will likely publish the results…

We view CMS’s draft coverage policy for transcatheter tricuspid valve replacement (TTVR) as incrementally more positive for EW’s Evoque relative to our initial expectations. The lack of facility / operator volume thresholds will likely allow…

With CMS due to publish its draft National Coverage Determinations (NCD) for EW’s Evoque transcatheter tricuspid valve replacement (TTVR) by Dec. 20, followed by ABT’s TriClip edge-to-edge repair (T-TEER) by Apr. 3, we view EW…

We view ABT as likely better positioned than DXCM following updated guidelines from the American Diabetes Association (ADA) that clinicians “consider” the use of continuous glucose monitors (CGM) in “adults with type 2 diabetes treated…