September 22, 2026
[OSCR, CNC, HCA, THC, DVA, FRE.DE]: ACA Anti-Fraud Actions are More Noise Than New – and Potentially Material
This afternoon’s White House announcement of additional Obamacare anti-fraud actions does not change the direction of the ACA reset underway over the past year, nor our expectations for 2027 and 2028. While the actions appear…
September 14, 2026
[HCA, THC, DVA, PRVA, ENSG, PNTG]: Mapping Provider Policy Risk / Upside by Congressional Control in November Elections
With the November elections less than two months away, we assess how different congressional outcomes could reshape the healthcare legislative agenda for hospitals, dialysis centers, value-based care (VBC) providers, skilled nursing facilities (SNFs), post-acute care…
September 1, 2026
[DVA, FRE.DE, private US Renal] Final CY27 Dialysis Reg Likely Similar to Proposal; Limited, but Plausible, Paths to Upside
Our review of stakeholder feedback on CMS’s CY27 Medicare payment rule for dialysis centers [DVA, FRE.DE, private US Renal Care and Innovative Renal Care] leaves us expecting a final rule similar to the June proposal,…
June 25, 2026
[DVA, FRE.DE, Innovative Renal] Medicare Proposal: Large Dialysis Chains Do Relatively Better but Phosphate Binder Policy Falls Short
CMS’s CY27 proposed Medicare end-stage renal disease (ESRD) payment rule is likely to leave dialysis providers [DVA, FRE.DE, private Innovative Renal] somewhat disappointed. The agency declined to extend the transitional drug add-on payment adjustment (TDAPA)…