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While the outcome of the presidential election hovers around the 50/50 mark, we are moving our odds from a slight advantage for Vice President Kamala Harris to one for Donald Trump. Republicans are very likely…

Key Takeaways:  Medicare reimbursement history suggests home health agencies are in store for a very low single-digit increase YoY in overall Medicare payments and their 30-day base rate when CMS issues its final CY25 payment…

We continue to give the Republicans a ~70% chance of winning the Senate even as two Republican incumbents, Sens. Ted Cruz (R-TX) and Rick Scott (R-FL) have recently moved into our top 10 Senate races…

Key Takeaways: We suspect Inspire Medical’s (INSP) next-generation Inspire V implant procedure can secure Medicare coverage / reimbursement under the legacy product’s billing code [CPT 64582: $816], where the shorter procedure time should increase physicians’…

We want to offer a competing view to some comments in a recent CNBC.com article highlighting that tariffs by President Trump may come sooner than expected if he wins in November. We, in fact, think…

Key Takeaways: Nursing homes and their post-acute care REIT landlords have legal and legislative reasons to be hopeful about efforts to kill CMS’ minimum staffing rule, but we are skeptical they will secure a full…

Despite comments during an earnings call yesterday by Tilray’s (TLRY) CEO, who said with regard to the two presidential candidates and the elections that “something will happen in regards to Federal legalization, whether it’s medical…

Key Takeaways: We continue to think legislation to allow Medicare Part D coverage of anti-obesity medications (AOMs) [Eli Lilly (LLY), Novo Nordisk (NVO)] is unlikely to pass this year, despite the relatively modest budgetary estimates…

Key Takeaways: As we expected, CMS’s release of the CY25 Medicare Advantage (MA)/Part D star ratings continues to limit program “largesse,” making bonus awards more selective and ratings harder to maintain YoY. For CY25, fewer…

With our view that the odds slightly favor Vice President Kamala Harris winning the presidency in November (see here), we offer a comprehensive list of potential candidates for key Cabinet and other important positions below. …