Biopharma / Medtech Reports

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)
December 10, 2025

INSP / LIVN: Pricing, Payments & Policy

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John Leppard

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

DXCM, TNDM, BBNX, RMD, COLOB.DC, CTEC.LN: Competitive Bidding Comes for CGM, Pumps, & More

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John Leppard

ABT (US), BBNX (US), CTEC (LSE), DXCM (US), MDT (US), TNDM (US)
November 25, 2025

[DXCM, ABT] CGM Report Suggest Competitive Bidding Coming

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John Leppard

ABT (US), DXCM (US)
November 22, 2025

INSP, NYXH, LIVN: Surprise (But Short Lived?) Payment Win

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John Leppard

INSP (US), LIVN (US), NYXH (US)