Biopharma / Medtech Reports

April 9, 2026

Inspire Medical (INSP): More MAC Wrinkles

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John Leppard

INSP (US)
April 9, 2026

iRhythm (IRTC): Medicare Coverage Risks

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John Leppard

IRTC (US)
April 6, 2026

Rx Tariffs: Caveats & MFN Read-Through

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John Leppard

JAZZ (US), NBIX (US), ONC (US)
March 27, 2026

Quarterly Catalysts 2Q26: Medtech & Biopharma

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John Leppard
March 24, 2026

Rx Pricing: MFN “Deals” & Legal Landmines

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John Leppard

BMY (US), EXEL (US), GILD (US), INCY (US), LLY (US), REGN (US)
March 10, 2026

GKOS: Less Sanguine on iDose Coverage Questions

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John Leppard

GKOS (US)
March 9, 2026

[LNTH] Pylarify 2.0 Payment Pathway

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John Leppard

LNTH (US), NVS (US), TLX (US)
March 6, 2026

[INSP, LIVN, NYXH] New Hypoglossal Code By 2028

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John Leppard

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