Biopharma / Medtech Reports

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)
December 21, 2025

Rx Model Risks: So Much For “Deals”

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John Leppard

BMY (US), EXEL (US), LLY (US), ONC (US), REGN (US), UTHR (US)
December 18, 2025

INSP: More MAC Confusion

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John Leppard

INSP (US)
December 16, 2025

Skin Substitute Coverage: Pyrrhic Victory?

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John Leppard

CTEC (LSE), IART (US), MDXG (US), ORGO (US), SNN (US), SYK (US), ZBH (US)
December 16, 2025

EW, ABT, MDT: TAVR Coverage Coming

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John Leppard

ABT (US), EW (US), MDT (US)
December 12, 2025

INSP: Inspire V Coverage Questions Answered

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John Leppard

INSP (US), LIVN (US), NYXH (US)
December 10, 2025

HIMS Hit by SAFE Drugs Bill Headlines, But Low Enactment Odds in Near Term

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Beth Steindecker

HIMS (US), LLY (US), NVO (US)