Biopharma / Medtech Reports

May 7, 2026

iRhythm (IRTC): Final LCD Signals Relief, Modest Headwind

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John Leppard

IRTC (US)
May 7, 2026

INSP: MAC Modifier Mandate

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John Leppard

INSP (US), LIVN (US), NYXH (US)
May 5, 2026

Inspire Medical & Messy Medicare Modifiers

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John Leppard

INSP (US), LIVN (US), NYXH (US)
April 23, 2026

RAPID Device Coverage: Rebrand or Brand New?

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John Leppard

ABT (US), BSX (US), MDT (US), NTRA (US), RHHBY (US)
April 21, 2026

INSP: MAC Modifier Feedback Bolsters View

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John Leppard

INSP (US), NYXH (US)
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)