Uncategorized

When Speaker Mike Johnson (R-LA) initially pulled his negotiating continuing resolution (CR) with the Democrats, our view was that a government shutdown was unlikely.  Yes, we might have technically had one over the weekend, but…

We view CMS’s draft coverage policy for transcatheter tricuspid valve replacement (TTVR) as incrementally more positive for EW’s Evoque relative to our initial expectations. The lack of facility / operator volume thresholds will likely allow…

Despite all the criticism, especially from President-elect Trump, Vice President-elect JD Vance and Elon Musk, we do not believe there will be a government shutdown this week and expect Congress to pass a continuing resolution…

Following Tuesday night’s release of a short-term continuing resolution (CR) funding the government through March 14, we outline some key differences from previously-reported iterations of the healthcare extenders package, involving PBMs [CI, CVS, UNH, ELV],…

While positive on its face, the inclusion of multi-cancer early detection (MCED) screening test [GRAL, EXAS, GH] coverage provisions in tonight’s continuing resolution (CR) to fund the government through March 14 leaves much to be…

We don’t believe today’s Senate Judiciary Committee hearing entitled “America’s High-Stakes Bet on Legalized Sports Gambling” does little to move the needle on federal legislation, despite most senators being critical of the industry. In fact,…

Below we provide our key takeaways from a conference call we hosted last week with a former trade official in Trump’s first administration. A transcript of the call is available upon request. Our guest believes…

While Republicans and Democrats are trying to hash out a healthcare extenders package to add to a short-term government funding measure that needs to be taken up and passed by next Friday, we ascribe just…

We don’t see the top long-term 20% capital gains tax or the 20% divided tax rate coming down in the tax bill next year, despite President-elect Trump mentioning this policy goal in response to a…

Key Takeaways:  While we had expected pharmacy benefit managers [PBMs] to remain in the legislative / regulatory crosshairs during the lame duck and into the Trump administration, recent developments confirm that the anti-PBM sentiment is…