Biopharma / Medtech Reports

November 3, 2025

PRCT: Nominal Rates vs Opportunity Costs

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John Leppard

BSX (US), PRCT (US), TFX (US)
October 31, 2025

Merit Medical (MMSI): Net vs List Price in Pass-Through Payments

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John Leppard

MMSI (US)
October 29, 2025

[MDT, Otsuka] Renal Denervation: Broad Coverage, With New Guardrails

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John Leppard

MDT (US), OTSKY (US)
October 27, 2025

GKOS: iDose Coverage Question Tea Leaves

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John Leppard

GKOS (US)
October 23, 2025

GKOS: iDose Smoke or Fire?

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John Leppard

GKOS (US)
October 17, 2025

Medtech & Biopharma 4Q25 Issue Items

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John Leppard
October 15, 2025

Multi-Cancer / Colorectal Coverage & Payments

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John Leppard

EXAS (US), GH (US), GRAL (US)
October 9, 2025

CGMs & Insulin Pumps: Competitive Bidding Lookahead

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John Leppard

ABT (US), AHCO (US), BBNX (US), DXCM (US), MDT (US), OMI (US), TNDM (US)
October 1, 2025

Rx Pricing: More Shoes to Drop or Clearing Event?

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John Leppard

ABBV (US), AMGN (US), GILD (US), GSK (US), LLY (US), NVS (US), ROG (SW), SNY (US)
September 25, 2025

Rx Pricing: MFN Demo Incoming?

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John Leppard

AMGN (US), AMRX (US), BMY (US), MRK (US), REGN (US), ROG (SW), UTHR (US)