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We see three topics that will be front and center in Washington this week: The government shutdown, which we believe will end this week. Tuesday’s gubernatorial elections in New Jersey and Virginia and the redistricting…

CMS’s final CY26 Physician Fee Schedule (PFS) released late Friday will reduce payments for PRCT Aquablation services by -29% in 2026, going from a volume-weighted $765 across the seven Medicare Administrative Contractors (MACs) to $542,…

We remain skeptical of MMSI’s prospects for a Wrapsody Medicare hospital outpatient transitional pass-through (TPT) payment following company confirmation last night that its application relies on an $8K list price, rather than the $5.8K net…

With President Trump in Asia and trade agreements expected between the U.S. and various countries, including at least a narrow deal with China, we held a conference call yesterday with trade expert Dr. Derek Scissors. …

We view CMS’s final coverage policy for renal denervation (RDN) [Medtronic (MDT), Otsuka (4578.JT)] as largely consistent with the initial proposal, but with some modest new guardrails that may incrementally slow utilization and delay /…

This week’s main policy focus will be on: 1) trade; 2) the Fed’s decision on interest rates, where a 25-bps cut is widely anticipated on Wednesday; and 3) the government shutdown. President Trump is in…

The questions to be addressed at a November 12 Contractor Advisory Committee (CAC) on GKOS’s iDose bolster our expectations for real, but likely manageable, headwinds via an eventual local coverage determination (LCD), which we suspect…

Even amid a government shutdown, the remaining months of 4Q25 promises various policy catalysts across the health insurer and provider landscapes, informing company growth and revenue prospects for the year ahead. To help investors keep…

We view the weakness in GKOS shares this week as somewhat overdone following the announcement that iDose will be the subject of a Nov. 12 Contractor Advisory Committee (CAC) meeting among five Medicare Administrative Contractors…

We continue to see a few positive developments for the farm complex and Secretary of Agriculture Brooke Rollins’ comments late yesterday that the administration was going to provide $3 billion in aid to farmers from…