Uncategorized

Home health (HH) agencies [PNTG, BTSG, AVAH, UNH, ADUS, Elara] received a favorable surprise in CMS’s proposed CY27 Medicare HH reimbursement rule, released Wednesday. The regulation includes: A temporary 3% recoupment adjustment, matching the final…

The House Rules Committee did not make the MATCH Act, the Chip Security Act, or the AI Overwatch Act in order as amendments to the fiscal year 2027 National Defense Authorization Act (NDAA). This move…

We have raised our odds to 70% that California’s AB 1709, which would restrict social media companies, including META, GOOGL, SNAP, and PINS, from providing addictive features to users under 16, will become law. AB…

We present our quarterly outlook on the key catalysts for health insurers and providers. Entering 3Q, the negative policy bias that dominated 1H26 has eased as payers appear to have priced plans appropriately and medical…

Despite only the House is in session (the Senate is out) this week and a likely short week with the July 4 recess coming up, there is a lot going on. Iran is once again…

Senate HELP Chairman Bill Cassidy’s (R-LA) recently introduced 340B Drug Pricing Integrity and Affordability for Patients Act raises threats to 340B contract pharmacies (both brick-and-mortar and mail-order) [CVS and private Walgreens, and to a much…

CMS’s CY27 proposed Medicare end-stage renal disease (ESRD) payment rule is likely to leave dialysis providers [DVA, FRE.DE, private Innovative Renal] somewhat disappointed. The agency declined to extend the transitional drug add-on payment adjustment (TDAPA)…

We believe the FCC is very near to formally eliminating the 39% national television ownership cap, with the final rule now at the Office of Information and Regulatory Affairs (OIRA) within the OMB. The agency…

With only a handful of state legislatures still in session and most adjourned for the year, our review of state efforts to expand oversight of or impose restrictions on material changes in hospitals and healthcare…

The House and Senate are both in session this week, as the pre-August calendar is becoming the biggest obstacle for several Republican priorities that need to be worked out. We continue to believe the Digital…