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Moments ago, Senate Majority Leader Chuck Schumer (D-NY) stated that that Republicans don’t have the 60 votes in the Senate to pass the seven-month continuing resolution (CR), which some speculate could lead to a shutdown….

With the Medicare rate for GH’s Shield colorectal cancer (CRC) screening test set to increase 62% on April 1 ($920 to $1,495) following designation yesterday as an Advanced Diagnostic Laboratory Test (ADLT) – in line…

Below we give our quick thoughts on: 1) shutdown odds; 2) tariffs; 3) the tax bill; 4) extent deficit reduction is really in the cards; 5) the debt limit and how that is likely to…

With all eyes focused on whether Congress will extend the enhanced ACA subsidies or let them lapse – we remain optimistic of a middle ground (revision and extension) – we caution investors about the headline…

The House and Senate will be focused on passing a continuing resolution (CR) to fund the government through September 30, the end of the fiscal year, before beginning a weeklong recess. We doubt there will…

Sports betting companies such as FLTR, DKNG, MGM and CZR received negative news today when legislation to legalize sports gambling was killed in Georgia. In addition, there is the risk of tax hikes on these…

Events today support our view that NIH grant funding benefitting life science tools (LST) manufacturers will likely stabilize, and that the Trump administration’s Feb. 7 announcement of a 15% cap on indirect costs for all…

We do not see any let-up any time soon on policy-related headwinds confronting hospitals [ARDT, CYH, HCA, THC, UHS, municipal-backed systems] as Congress hunts for palatable reconciliation savings. While many of the circulated Medicaid ideas,…

There is a lot going on in DC this week as Washington and Europe continue to digest the fallout from the Trump / Vance / Zelenskyy Oval Office disaster on Friday. On the list includes…

We anticipate risks for manufacturers [DXCM, ABT] and suppliers [OMI, AHCO] of continuous glucose monitors (CGM) beginning this spring / summer, given that: The HHS Office of Inspector General (OIG) will likely publish the results…