April 14, 2025
Medtech & Medicare Inpatient Implications
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…
March 3, 2025
[DXCM, OMI, AHCO] Glucose Monitors in the Crosshairs?
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…
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…
December 10, 2024
DXCM vs ABT in Updated ADA Guidelines
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…