DVA (US)


January 16, 2026

MedPAC Thoughts, Congress Unlikely to Listen

By Beth Steindecker

We expect the Medicare Payment Advisory Commission’s (MedPAC) FY/CY27 provider payment recommendations to meet the same fate as in prior years: largely ignored by Congress, though selectively cited by CMS to justify future regulatory tightening…

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January 13, 2026

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

By Beth Steindecker

Despite reports this afternoon that a bipartisan compromise on enhanced Obamacare premium subsidies will not be ready this week and is now expected to slip to the week of January 26, we continue to expect…

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December 17, 2025

Obamacare Subsidy Developments: Lots of Movement but Still in Same Place for Now; Path Remains for Subsidy Deal in 1Q

By Beth Steindecker

Today’s news that four House Republicans joining House Minority Leader Hakeem Jeffries’ (D-NY) discharge petition for a straight three-year extension of the enhanced Obamacare subsidies – and with House GOP leadership narrowly passing its own…

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December 4, 2025

ACA Situation Stuck in Place but We Remain Optimistic of Eventual HIX Deal with a Slipping Timeline

By Beth Steindecker

The recent fits-and-starts for around a compromise to avert expiration of the ACA enhanced premium tax credits (eAPTCs) at year-end unsurprisingly remains stalled, with no meaningful concessions from either side’s leaders. As we head into…

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November 24, 2025

ACA HIX Fix: Enactment Odds Improve But Details TBD [OSCR, CNC, ACHC, THC, CYH, UHS, DVA, HQY]

By Beth Steindecker

Media reports (here, here, here) indicate that an ACA compromise may be imminent, with President Trump reportedly offering to support extension of the enhanced premium tax subsidies (with limitations) while channeling a portion into health…

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November 20, 2025

Dialysis: Modest Increase & Consistent Rates for Oral Phosphate Binders in Final Medicare Rule [DVA, FRE.DE, American Renal]

By Beth Steindecker

CMS’s final CY26 Medicare payment rule for dialysis centers [DVA, FRE.DE, privately held American Renal] largely aligned with expectations. The rule delivers: A slightly higher YoY increase in aggregate spending, reflecting updated inflation and productivity…

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November 19, 2025

Finance Committee Hearing: Still Think ACA Subsidy Deal is More Likely Even If Late [OSCR, CNC, CYH, UHS, DVA, FMS, HQY, WBS]

By Beth Steindecker

This morning’s Senate Finance Committee hearing on rising healthcare costs did little to break the stalemate on Obamacare, but no one expected a breakthrough today. The hearing primarily served as a venue for both sides…

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November 3, 2024

[DVA, FMS, ARDX, American Renal] CY25 Medicare Dialysis Rates Offer Slight Improvement, But More Material Policy Headwinds Remain

By Beth Steindecker

Key Takeaways:  CMS offered slight improvements in dialysis center payments, relative to this summer’s proposal, in its CY25 final rule released Friday, but we do not view this as material for providers or addressing other…

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