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Based on our review of stakeholder comments to CMS’s proposed CY27 Medicare home health (HH) payment rule, we continue to see an avenue for HH-specific upside in the final regulation due in late October/early November…

We continue to believe that Congress is unlikely to enact any material AI legislation this year (and maybe not through 2028) due to opposition from President Trump and more importantly, lacking consensus on what Congress…

Both the House and Senate are in session this week, but this is the last week the lower chamber is expected to be in Washington before the midterm elections. The Senate is supposed to be…

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…

CMS’s finalized national coverage determination (NCD) last night should support an incremental ~120 bps in growth for EW’s TAVR franchise in 2027, with the agency largely codifying the criteria initially outlined in its June proposal….

We believe control of the Senate is a toss-up, although, if forced to choose, we give Republicans a slight edge in retaining control of the upper chamber. We continue to think Democrats are very likely…

With the November elections less than two months away, we assess how different congressional outcomes could reshape the healthcare legislative agenda for health insurers, pharmacy benefit managers (PBMs), 340B contract pharmacies, and health savings account…

With CMS set to release its finalized update to the TAVR NCD by Sept. 13 [likely posted after the close here], we largely expect it to maintain the core elements of the original proposal. More…

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,…

The House is in session this week but will be out next week for the Labor Day district work period. The Senate will not return until the week of September 14. In addition to looking…