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Key Takeaways: The need for legislative savings to offset healthcare extenders during the lame duck puts a target on hospital outpatient departments (HOPDs) and ambulatory surgery centers (ASCs). While we doubt Congress will slash operators’…

While the main focus of the upcoming lame duck session, beginning Nov. 12, is for Congress to address a FY25 government funding bill, we count no fewer than 15 other issues impacting the financial markets…

Key Takeaways: With CMS due to release its CY25 hospital outpatient rule ~Nov. 1, we expect it to finalize separate payments for diagnostic radiopharmaceuticals, though with slight odds to the impact being a ~45% reduction…

While the presidential race is basically a tossup, we recently moved our odds to slightly favor Trump (see note here). With that in mind, we offer a comprehensive list of potential candidates for key Cabinet…

Key Takeaways: We remain optimistic about the long-term policy outlook for the managed care industry, despite the puts and takes for different business lines associated with the outcome of the upcoming elections on Nov. 5….

While the outcome of the presidential election hovers around the 50/50 mark, we are moving our odds from a slight advantage for Vice President Kamala Harris to one for Donald Trump. Republicans are very likely…

Key Takeaways:  Medicare reimbursement history suggests home health agencies are in store for a very low single-digit increase YoY in overall Medicare payments and their 30-day base rate when CMS issues its final CY25 payment…

We continue to give the Republicans a ~70% chance of winning the Senate even as two Republican incumbents, Sens. Ted Cruz (R-TX) and Rick Scott (R-FL) have recently moved into our top 10 Senate races…

Key Takeaways: We suspect Inspire Medical’s (INSP) next-generation Inspire V implant procedure can secure Medicare coverage / reimbursement under the legacy product’s billing code [CPT 64582: $816], where the shorter procedure time should increase physicians’…

We want to offer a competing view to some comments in a recent CNBC.com article highlighting that tariffs by President Trump may come sooner than expected if he wins in November. We, in fact, think…