Biopharma / Medtech Reports

July 14, 2025

PRCT: Pro Fee -28%, Competitor -25%

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John Leppard

BSX (US), PRCT (US), TFX (US)
July 11, 2025

[MDT, Otsuka] Renal Denervation: Broad Coverage, With Constraints

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John Leppard

MDT (US), OTSKY (US)
July 8, 2025

[LNTH, TLX.AU] Pylarify Competitor Pass-Through Precursor

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John Leppard

LNTH (US), NVS (US), TLX (AU)
July 1, 2025

[DXCM, TNDM, BBNX, RMD, CTEC.LN, COLOB.DC] Medicare Competitive Bidding Coming

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John Leppard

AHCO (US), BBNX (US), CTEC (LSE), DXCM (US), OMI (US), RMD (US), TNDM (US)
June 30, 2025

[LIVN, INSP, GMED, MMSI, BSX, MDT] CMS Prior Auth Demo Device Headwinds

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John Leppard

BSX (US), CTEC (LSE), GMED (US), INSP (US), LIVN (US), MMSI (US), NYXH (US)
June 27, 2025

[EXAS, GH, GILD, MYGN, HOLX] Preventive Services: SCOTUS Takes

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John Leppard

EXAS (US), GH (US), GILD (US), HOLX (US), MYGN (US)
June 27, 2025

PRCT: Medicare Rate Expectations

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John Leppard

PRCT (US), PROF (US)
June 24, 2025

[EW] Quick Word on TAVR Coverage Update

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John Leppard

EW (US)
June 18, 2025

Rx Advertisements & RFK: Legal Guardrails

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John Leppard

ABBV (US), BMY (US), NVO (US), PFE (US), REGN (US), SNY (US)
June 12, 2025

Lantheus (LNTH): Where Do Hospital Rates Go?

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John Leppard

LNTH (US), NVS (US), TLX (AU)