Biopharma / Medtech Reports

October 1, 2026

Rx Pricing: Part B MFN Rule & Part D Implications

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John Leppard

ACAD (US), EXEL (US), INSM (US), NBIX (US), TARS (US), UTHR (US)
September 24, 2026

Grail (GRAL): Narrowed Label & Coverage Questions

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John Leppard

GRAL (US)
September 22, 2026

Labs & Dx: Draft CY27 Rate Winners & Losers

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John Leppard

CAI (US), CDNA (US), CSTL (US), DGX (US), GH (US), LH (US), NTRA (US), TEM (US)
September 11, 2026

EW: Asymptomatic Wins & Moderate AS Misses

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John Leppard

EW (US), MDT (US)
September 2, 2026

EW: TAVR NCD Expectations & Implications

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John Leppard

ABT (US), EW (US), MDT (US)
August 26, 2026

Rx Pricing: “Deal” or No Deal?

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John Leppard
August 25, 2026

Medtech & Biopharma Catalyst Calendar

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John Leppard
August 19, 2026

HTFL: SaMS & Longer-Term Medicare Rate Outlook

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John Leppard

HTFL (US)
August 12, 2026

GKOS: iDose LCD Expectations

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John Leppard

GKOS (US)
August 10, 2026

RAPID Device Coverage & Constraints

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John Leppard