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Despite comments during an earnings call yesterday by Tilray’s (TLRY) CEO, who said with regard to the two presidential candidates and the elections that “something will happen in regards to Federal legalization, whether it’s medical…

Key Takeaways: We continue to think legislation to allow Medicare Part D coverage of anti-obesity medications (AOMs) [Eli Lilly (LLY), Novo Nordisk (NVO)] is unlikely to pass this year, despite the relatively modest budgetary estimates…

Key Takeaways: As we expected, CMS’s release of the CY25 Medicare Advantage (MA)/Part D star ratings continues to limit program “largesse,” making bonus awards more selective and ratings harder to maintain YoY. For CY25, fewer…

With our view that the odds slightly favor Vice President Kamala Harris winning the presidency in November (see here), we offer a comprehensive list of potential candidates for key Cabinet and other important positions below. …

We are skeptical of enactment for Vice President Kamala Harris’ campaign proposal to add a Medicare in-home care benefit, along with vision and hearing aid coverage, even if she were to win (our base case)…

Key Takeaways: With FDA’s early approval of Exact Sciences’ (EXAS) Cologuard Plus last week coming on the heels of CMS’s preliminary rejection of EXAS’s requested 25% rate increase ($636) relative to the legacy product ($509),…

Key Takeaways: With FDA’s early approval of Exact Sciences’ (EXAS) Cologuard Plus last week coming on the heels of CMS’s preliminary rejection of EXAS’s requested 25% rate increase ($636) relative to the legacy product ($509),…

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…

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…

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,…