Uncategorized

Despite some bipartisan optimism in the Senate that the Secure and Fair Enforcement Regulation (SAFER) Banking Act, which would provide protections for financial institutions that provide services to the cannabis industry, will be considered this…

In what we view as a harbinger of a competitive headwind for LNTH’s Pylarify, CMS this morning provided a unique billing code for TLX.AU’s Gozellix (A9616) to differentiate it from its predecessor drug Illuccix (A9596)….

We provide our takeaways from a trade and tariff conference call we hosted last week considering tomorrow’s expiration of President Trump’s 90-day pause on reciprocal tariffs, though the effective rates have been pushed to August…

Below is a table of the material tax provisions of the final reconciliation bill that was signed into law by President Trump on July 4. While Speaker Mike Johnson (R-LA) has stated his desire to…

While the House is out of session this week but with the Senate still in town, the big news out of Washington this week will be on the trade front, with President Trump’s self-imposed pause…

CMS’s addition last week of 300+ Medicare Advantage (MA) [UNH, HUM, CNC, ELV, CVS, ALHC] contracts to be audited for risk adjustment data verification (RADV) during plan year (PY) 2019 raises the risk of larger…

Home health agencies [AMED, PNTG, EHAB, ADUS, BTSG, AVAH, UNH] received a negative surprise late Monday with CMS seeking to cut Medicare home health aggregate spending by 6.4% for CY26. The agency’s proposal to impose…

Consistent with our long-held expectations – albeit coming sooner than we had anticipated – a draft CMS rule issued last night strongly suggests it intends to subject continuous glucose monitors (CGMs) [DXCM, ABT] and insulin…

The House and Senate are in this week but mainly to pass the reconciliation bill and then they will adjourn for the week. Progress has also been made on getting the GENIUS Act, which would…

We expect the Senate to pass the reconciliation bill within the next 24 hours, despite the current reconciliation drama (parliamentarian rulings, CBO projection of deficits post-2034, Senator Thom Tillis’s (R-NC) retirement announcement, House member opposition,…