October 8, 2024
[EW, ABT] Tricuspid Coverage & Sales Trajectory
Key Takeaways: As investors look to model out sales of Edwards Lifesciences’ (EW) Evoque tricuspid valve replacement in advance of CMS’s draft National Coverage Determination (NCD), which is expected by ~Dec. 20 (final policy due…
October 8, 2024
Negative Tone Ahead for Medicare Advantage Stars While Awaiting CY25 Awards
Key Takeaways: Developments involving Humana (HUM) and UnitedHealth (UNH) last week show CMS remains intent on limiting the financial “largesse” insurers receive in its Medicare Advantage (MA)/Part D (PDP) star rating quality bonus program by…
October 8, 2024
Slight Advantage for Harris
With less than a month until Election Day, we view Vice President Kamala Harris as having a slight edge over Donald Trump. The House is likely to be controlled by whichever party wins the presidency,…
October 8, 2024
Highway Spending Projections
Late last Friday, the Congressional Budget Office’s (CBO) released a report titled, “Baseline Projections for the Highway Trust Fund Accounts”, detailing estimated spending for highways and transit through 2034. We have attached the report here…