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The House is expected to begin marking up the reconciliation / tax bill this week, as Congress returns from a two-week recess. The lower chamber is also poised to consider legislation to repeal California’s electric…

We have long believed that the risks to the green energy tax provisions in the Inflation Reduction Act (IRA) were higher than the markets believed as Republicans look for offsets to pay for the reconciliation…

We continue to believe there is no better than a 1- in- 4 chance for Congress to enact a tax hike on Royal Caribbean (RCL), Carnival Corporation (CCL), and Norwegian Cruise Lines Holdings (NCLH) in…

Today’s Office of Management and Budget (OMB) posting that it is reviewing a proposed CMS regulation about appropriate use of Medicaid provider taxes offers too little information to appropriately size the threat to hospitals (UHS,…

Congress returns from recess next week where work is expected to pick up on the reconciliation/tax bill, with various committees beginning to mark up the legislation over the next two weeks. During the next month…

Following oral arguments this morning, we continue to believe that the Supreme Court will preserve HHS authority to enforce mandatory cost-free coverage of U.S. Preventive Services Task Force (USPSTF) recommendations, preserving the positive status quo…

With the Supreme Court (SCOTUS) to hear oral arguments this morning 10-11 am ET [live stream] on the legality of mandatory cost-free coverage of U.S. Preventive Services Task Force (USPSTF) recommendations, we reiterate our long-held…

We hosted a conference call yesterday with a trade expert, who has advised various politicians in Washington, and give our takeaways and update views on trade. You can click here for a link to the…

Despite investor fears of a return of Most Favored Nation (MFN) pricing efforts under Trump, explicit endorsement of such a policy is notably absent from this week’s Executive Order (EO) on drug pricing, despite multiple…

With press reports indicating that the White House will seek NIH funding cuts of more than 40% in its upcoming FY26 budget release, the overhang on life science tools (LST) names [BRKR, ILMN, AVTR, A,…