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We continue to believe some of President Trump’s tariffs will stay in place longer than the markets seem to expect (see below) and won’t be negotiated away in short order. We also continue to anticipate…

We view CMS’s final coverage decision on transcatheter tricuspid valve replacement (TTVR) as an incremental positive for Edwards Lifesciences’ (EW) Evoque, in that it eliminates proposed limitations to only those with severe tricuspid regurgitation (TR)…

Today’s Senate Finance Committee confirmation hearing of Dr. Mehmet Oz as Trump’s CMS Administrator provided limited new insights into his approach to Medicare, Medicaid, Obamacare, pharmacy benefit management reforms, health savings account adoption, and healthcare…

With Senate Minority Leader Chuck Schumer (D-NY) relenting on passage of what DC is calling a “year-long” continuing resolution (CR) through Sept. 30, as we expected, we think the same scenario could play out next…

Moments ago, Senate Majority Leader Chuck Schumer (D-NY) stated that that Republicans don’t have the 60 votes in the Senate to pass the seven-month continuing resolution (CR), which some speculate could lead to a shutdown….

With the Medicare rate for GH’s Shield colorectal cancer (CRC) screening test set to increase 62% on April 1 ($920 to $1,495) following designation yesterday as an Advanced Diagnostic Laboratory Test (ADLT) – in line…

Below we give our quick thoughts on: 1) shutdown odds; 2) tariffs; 3) the tax bill; 4) extent deficit reduction is really in the cards; 5) the debt limit and how that is likely to…

With all eyes focused on whether Congress will extend the enhanced ACA subsidies or let them lapse – we remain optimistic of a middle ground (revision and extension) – we caution investors about the headline…

The House and Senate will be focused on passing a continuing resolution (CR) to fund the government through September 30, the end of the fiscal year, before beginning a weeklong recess. We doubt there will…

Sports betting companies such as FLTR, DKNG, MGM and CZR received negative news today when legislation to legalize sports gambling was killed in Georgia. In addition, there is the risk of tax hikes on these…