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We expect both the continued government shutdown and the U.S./China trade flare up that began on Friday to dominate Washington’s attention this week. Keep in mind, the Senate is in session this week, starting on…

Despite the nearly ubiquitous opposition of stakeholders, we think CMS will likely finalize its intention to include continuous glucose monitors (CGMs) [DXCM, ABT] in the next round of the Competitive Bidding Program (CBP), along with…

Today we look at four market relevant items, including: 1) update on the government shutdown; 2) potential stimulus from Washington, which might be offset from a bigger rescission; and 3) a court case that could…

We remain optimistic that home health companies [EHAB, PNTG, ADUS, BTSG, UNH, AVAH] will secure some mitigation in the final CY26 Medicare reimbursement rule, which may be released as early as month’s end and as…

Nearly a week into the government shutdown, with the parties dug in, we continue to expect Congress to “fix” the enhanced Obamacare subsidy cliff, benefiting exchange insurers, hospitals, and behavioral health providers. The questions remain…

We see four policy-related events that should be positive to the farm complex, including companies like Deere (DE), Archer Daniels Midland (ADM), Mosaic (MOS) and Tractor Supply (TSCO). Those events include: An event by the…

While the government shutdown is the top issue in Washington this week, we could also expect: 1) positive news out of the White House on aid for farmers, which is likely positive for the farm…

The White House’s Rx pricing agreement with PFE yesterday – with the promise of additional company deals next week – may provide industry with some incremental goodwill, but we are dubious that it takes broader…

Two issues are likely to dominate Washington this week: 1) the likelihood of a government shutdown; and 2) the fallout of Trump’s recent trade announcements. Additionally, we expect the Senate to resume consideration of the…

While reports over the weekend about CMS’s Friday release of the Medicare Advantage (MA) and Part D Plan (PDP) premium, deductible and other information for the 2026 plan year focused on the 2.6% projected cut…