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Key Takeaways:  CMS offered slight improvements in dialysis center payments, relative to this summer’s proposal, in its CY25 final rule released Friday, but we do not view this as material for providers or addressing other…

Key Takeaways:  Changes to Medicare home health payments live up to expectations of a minimal increase, but with future negative adjustments following CMS’s release of its CY25 final rule Friday. As we wrote in mid-October,…

As we head into the last few days of the 2024 election, we continue to believe that former President Donald Trump has a slight edge over Vice President Kamala Harris. We see the Republicans picking…

We believe that the most bearish views on fiscal policy and deficit implications of the various election scenarios are unlikely to come to fruition. In short, even if the bond market doesn’t keep a check…

Key Takeaways: With CMS likely to release its final CY25 hospital outpatient payment rule by Friday (typically aftermarket) or early next week, we offer the following expectations for key product payment decisions, listed in market…

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….