Uncategorized

In response to yesterday’s Senate budget resolution proposal and the GOP’s assumption of the current policy baseline for scoring purposes, we think Congress continues to target Medicaid, Medicare hospital site neutrality, and PBM reforms as…

As we await President Trump’s reciprocal tariff announcement this afternoon, there was some progress on the budget resolution / reconciliation bill yesterday that could:   Make passing the reconciliation / tax bill much cheaper and potentially…

This week looks like an important and busy week in Washington and beyond with: The Senate is seeking to pass their budget resolution by week’s end. President Trump announcing his reciprocal trade policy on April…

With CMS likely to propose a new Medicare physician payment rate for PRCT’s Aquablation in early July – with a final policy in early Nov. and rates effective Jan. 1, 2026 – we expect to…

We view the delayed approval of Nyxoah’s (NYXH) Genio announced this week as positive for Inspire Medical (INSP) insofar as it not only pushes out competition – albeit to an uncertain extent – but may…

We have the following comments about Trump’s auto tariff announcement yesterday, given that some of the guidance was unclear, and in the lead up to the reciprocal tariff announcements expected on April 2. We have…

As we await President Trump’s decision on auto tariffs, we see a lot going on in DC that we want to address: 1) trade; 2) reconciliation; 3) tax cuts; and 4) the debt limit.  Reciprocal…

Anticipating CMS’s issuance of its final CY26 Medicare Advantage (MA) rate notice within the next two weeks (on or before Monday, April 7), we remain optimistic about near-term regulatory changes for MA insurers [HUM, ALHC,…

Congress is back in session for three weeks after a weeklong recess.  Focus this week will likely be on:   President Trump’s tariff announcement next week on April 2.  Negotiations between the House and Senate on…

An update to CMS’s colorectal cancer (CRC) screening National Coverage Determination (NCD) formally establishes coverage for EXAS’ Cologuard Plus ($592) and GH’s Shield ($1,495), with claims processing likely available within 30 days. While we have…