January 6, 2025
Conference Policy Prep Pack: Devices, Diagnostics, & Tools
With medical device, equipment, diagnostics, and life science tools (LST) companies set to descend on San Francisco next week for a key investor conference, below we provide a set of significant policy-related questions for clients…
November 25, 2024
RFK’s Medical Coding Reforms: Don’t Hold Your Breath
Key Takeaways: With investors questioning RFK’s reported plans to restructure the medical coding system used by Medicare, Medicaid, and commercial health insurers , we remain highly skeptical of meaningful changes within the next 5-10 years,…
November 4, 2024
[MDT, BSX, LIVN, CVRX] Medtech Medicare Rule Puts & Takes
Key Takeaways: We appear to have run the table with our pre-rule expectations [here, here] following CMS’s release Friday of its CY25 hospital outpatient payment rule, which includes the following company-specific implications: MDT & Otsuka…
October 28, 2024
[BSX, MDT, LIVN, INSP, CVRX] Catalyst Watch: Medicare Rate Rule Prep Pack
Key Takeaways: With CMS likely to release its final CY25 hospital outpatient payment rule by Friday (typically aftermarket) or early next week, we offer the following expectations for key product payment decisions, listed in market…
October 8, 2024
[EW, ABT] Tricuspid Coverage & Sales Trajectory
Key Takeaways: As investors look to model out sales of Edwards Lifesciences’ (EW) Evoque tricuspid valve replacement in advance of CMS’s draft National Coverage Determination (NCD), which is expected by ~Dec. 20 (final policy due…