May 28, 2026
Surprise Billing: Pro-Providers, But Legal Questions Remain [NUTX, TeamHealth, Radiology Partners]
This morning’s final rule revising operations of the No Surprises Act (NSA) federal independent dispute resolution (IDR) process does not seem to upset the balance that has favored certain out-of-network specialist physicians and hospitals [NUTX,…
May 28, 2026
INSP: Noridian’s Modifier & Service Date Inconsistencies
With Noridian (17% of services) including instructions that physicians bill for Inspire Medical’s (INSP) Inspire V procedure with a -52 (reduced work / payment) modifier this morning, following a similar update from WPS on May…
May 26, 2026
(META, GOOGL, SNAP, STUB, LYV) California Ban on Kids Access to Social Media and 10% Cap on Ticket Resale Like to Advance
We wanted to give you and update on two bills in the California legislature, impacting META, GOOGL, SNAP, STUB, and LYV, that we have been following and which we expect to be considered on the…
May 26, 2026
GKOS: iDose LCD & Laser Headwinds
Following last week’s draft LCDs requiring Glaukos (GKOS) iDose patients to first fail ≥ 2 topical medications and selective laser trabeculoplasty (SLT), the absence of reliable data on the proportion of existing patients that can…
May 21, 2026
CMS Proposal Pushes DPP Restrictions but Near-Term Impacts on Hospitals, Nursing Homes Still Limited Due to Grandfathering
CMS’s long-awaited proposed rule implementing the One Big Beautiful Bill’s (OBBB) restrictions on state directed payment programs (DPPs) pushes the envelope a bit further than the statute itself, particularly for hospitals [HCA, THC, CYH, UHS,…
May 21, 2026
GKOS: iDose Coverage & Second Line Therapy
The draft local coverage decision (LCD) issued today by five MACs with jurisdiction over ~70% of Glaukos (GKOS) Medicare FFS volumes is both better and worse than we had anticipated for the company’s growing iDose…
May 20, 2026
(STUB, LYV) California Advances 10% Cap on Ticket Resale Markups
We expect AB 1720, the California Fans First Act, which would prohibit a ticket reseller (STUB, LYV) from selling or facilitating the sale of a covered ticket for more than the original price plus 10%,…
May 18, 2026
Hospitals: Latest CMS Batch of Approved Hospital-Specific DPPs [HCA, CYH, THC]
Two long-anticipated hospital-specific Medicaid state directed payment programs (DPPs) in Florida and Indiana, benefitting HCA, CYH, and THC and other hospitals in those states, appear to have been approved by CMS in recent weeks, according…
May 18, 2026
Capitol Policy Weekly: Reconciliation, Highway Bill, Crypto, Housing, Gas Tax and E15 in Focus
With the Trump/Xi summit having concluded with little fanfare, though that was mostly expected, the House and Senate are in session for one final week before a week-long Memorial Day recess. The top item in…
May 15, 2026
INSP: New Code Denial & Implications
With today’s rejection of INSP’s coding application for the Inspire V device by the AMA, the company’s last opportunity to have a new code take effect by Jan. 1, 2028 will be to secure approval…