OTSKY (US)


February 19, 2025

Renal Denervation: Medicare Coverage at 10%-20% of TAM?

By John Leppard

We suspect CMS’s draft National Coverage Determination (NCD) for renal denervation (RDN) [Medtronic, Otsuka] – scheduled for release July 13 – will limit eligibility to 10-20% (~3.1M-7.5M) of the estimated ~32M Medicare beneficiaries with hypertension…

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October 28, 2024

[BSX, MDT, LIVN, INSP, CVRX] Catalyst Watch: Medicare Rate Rule Prep Pack

By John Leppard

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…

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