Biopharma / Medtech Reports

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)
October 11, 2024

[LLY, NVO] GLP-1s & CBO Data Dive

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John Leppard

LLY (US), NVO (US)
October 9, 2024

Exact Sciences (EXAS): Rate Reversal Prospects

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John Leppard

EXAS (US)
October 9, 2024

Exact Sciences (EXAS): Rate Reversal Prospects

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John Leppard

EXAS (US)
October 8, 2024

[EW, ABT] Tricuspid Coverage & Sales Trajectory

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John Leppard

ABT (US), BSX (US), EW (US), MDT (US)