September 3, 2025
Nursing Homes & DOJ’s Shot Across the Bow [ENSG, PACS, WELL, OHI, SBRA, LTC]
Tuesday’s announcement by the DOJ to join a 2016 False Claims Act (FCA) whistleblower lawsuit against non-profit ProMedica Health System and its HCR ManorCare nursing homes may represent a new front in attacking long-term care…
January 22, 2025
[OSCR, CNC, HCA, THC, WELL] Optimistic on ACA Subsidies, But Watching Other Risks
While investors in insurers and providers seem most concerned about the fate of the expiring enhanced ACA subsidies, which we still expect to be revised but ultimately extended later this year, other – albeit smaller…