Biopharma / Medtech Reports

February 26, 2026

INSP: Quick Thoughts on New Codes

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John Leppard

INSP (US), LIVN (US), NYXH (US)
February 25, 2026

[EW, MDT, ABT] TAVR: Incremental Gains From Expected Coverage

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John Leppard

ABT (US), EW (US), MDT (US)
February 12, 2026

Inspire Medical (INSP): Post-Call Questions Answered

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John Leppard

INSP (US), LIVN (US), NYXH (US)
February 4, 2026

CareDx (CDNA): Coverage Risks Coming?

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John Leppard

CDNA (US)
January 22, 2026

INSP: CMS Update Makes Pricing / Volumes a Bigger Lift

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John Leppard

INSP (US), LIVN (US), NYXH (US)
January 20, 2026

Tools, Dx, & Labs: Lawmakers Come Through

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John Leppard

BRKR (US), DGX (US), DHR (US), GH (US), GRAL (US), LH (US), TMO (US)
January 9, 2026

Conference Policy Prep Pack: Medtech & Biopharma

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John Leppard

AZN (US), GKOS (US), INSP (US), IRTC (US), LIVN (US), LLY (US)
January 8, 2026

INSP: MAC Feedback Points to Lower Doc & Facility Rates

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John Leppard

INSP (US), LIVN (US), NYXH (US)
December 30, 2025

INSP: How The MAC Tides Have Turned

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John Leppard

INSP (US), LIVN (US), NYXH (US)
December 29, 2025

Obesity Model & “Deal” Demo Exclusions

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John Leppard

CNC (US), GILD (US), GSK (US), HUM (US), LLY (US), MRK (US), NVO (US), UNH (US)