June 25, 2026
[CVS, Walgreens, Muni Hospitals]: Cassidy 340B Draft Capping Contract Pharmacies and Overseeing 340B Face Long Odds; Other Regulatory Actions Likely in Motion
Senate HELP Chairman Bill Cassidy’s (R-LA) recently introduced 340B Drug Pricing Integrity and Affordability for Patients Act raises threats to 340B contract pharmacies (both brick-and-mortar and mail-order) [CVS and private Walgreens, and to a much…
January 29, 2025
RFK Risks Post-Confirmation Hearing
The four hours RFK spent with the Senate Finance Committee today bolsters our view that he is likely to be confirmed as HHS Secretary. Despite investor concerns with his antipathy for corporate medicine, we think…