Biopharma / Medtech Reports

November 15, 2024

RFK to HHS: Biopharma / Lifesciences Smoke or Fire?

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John Leppard

A (US), EXAS (US), GILD (US), HQY (US), MRNA (US), MYGN (US), PFE (US), WAT (US)
November 14, 2024

Skin Substitutes: Relief for COLOB.DC, Headiwnds for CTEC.LN & ORGO

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John Leppard

BVS (US), CTEC (LSE), MDXG (US), ORGO (US), SNN (US)
November 13, 2024

EXAS, GH: Next Steps on Next Gen Test Rates

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John Leppard

EXAS (US), GH (US)
November 10, 2024

Lantheus (LNTH): CMS Corrects Payments, Pylarify Rates Down 46%

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John Leppard

LNTH (US), NVS (US), TLX (AU)
November 6, 2024

Lantheus (LNTH): Pylarify Post-Earnings, Still Expecting Cut

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John Leppard

LNTH (US), NVS (US), TLX (AU)
November 4, 2024

[MDT, BSX, LIVN, CVRX] Medtech Medicare Rule Puts & Takes

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John Leppard

BSX (US), CVRX (US), LIVN (US), MDT (US)
November 4, 2024

Lantheus (LNTH): Pylarify Hospital Rates Likely Down ~45%, Despite CMS Error

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John Leppard

LNTH (US), NVS (US), TLX (AU)
October 28, 2024

[BSX, MDT, LIVN, INSP, CVRX] Catalyst Watch: Medicare Rate Rule Prep Pack

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John Leppard

BSX (US), CVRX (US), INSP (US), LIVN (US), MDT (US), OTSKY (US)
October 23, 2024

Lantheus (LNTH): Pylarify Medicare Rate Expectations

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John Leppard

GEHC (US), LNTH (US), NVS (US), TLX (AU)
October 15, 2024

[INSP, LIVN, NYXH] Sleep Apnea: Codes, Coverage, & Value Accretion

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John Leppard

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