Healthcare Payers / Providers Reports

October 6, 2025

Still Optimistic on Obamacare Subsidy Fix with Reforms, But Less So on Age Rating and Reinsurance [OSCR, CNC, ELV, CYH, THC, HCA, UHS, ACHC]

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Beth Steindecker

ACHC (US), CNC (US), CYH (US), ELV (US), HCA (US), OSCR (US), THC (US), UHS (US)
September 29, 2025

Medicare Advantage: CMS’ Stable Message Eclipsed by Falling Enrollment Forecast, But A Wait and See Attitude Is Appropriate

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Beth Steindecker

AGL (US), ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), PRVA (US), UNH (US)
September 26, 2025

Medicare Advantage RADV Audits in Legal Limbo, But Don’t Discount Its Resurrection [HUM, UNH, CVS, CNC, ELV, ALHC]

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Beth Steindecker

AGL (US), ALHC (US), CNC (LSE), CVS (US), ELV (US), HUM (US), PRVA (US), UNH (US)
September 25, 2025

Obamacare Fix: Still Optimistic, But Not Clean or Near Term [OSCR, CNC, HCA, THC, UHS, ACHC]

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Beth Steindecker

ACHC (US), CNC (US), ELV (US), HCA (US), OSCR (US), THC (US), UHS (US)
September 10, 2025

Status of Medicaid Work Requirements Among States [CNC, MOH, CYH, HCA, THC, UHS, ACHC, MMS]

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Beth Steindecker

ACHC (US), CNC (US), CYH (US), HCA (US), MMS (US), MOH (US), THC (US), UHS (US)
September 9, 2025

[Hospitals, Nursing Homes, Medicaid Providers] CMS Guidance on SDPs Fleshing Out OBBB; Possible Negative Bias?

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Beth Steindecker

ARDT (US), CYH (US), ENSG (US), HCA (US), PACS (US), THC (US), UHS (US)
September 3, 2025

Nursing Homes & DOJ’s Shot Across the Bow [ENSG, PACS, WELL, OHI, SBRA, LTC]

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Beth Steindecker

ENSG (US), LTC (US), OHI (US), PACS (US), SBRA (US), WELL (US)
August 25, 2025

Court’s Stay of CMS’s Obamacare Rule Provisions Is Clear Positive Sign But Uncertain Policy Outlook Still Suggests Messy Sign-Up [OSCR, CNC, HCA, THC, UHS, HQY]

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Beth Steindecker

CNC (US), HCA (US), HQY (US), OSCR (US), SGRY (US), THC (US), UHS (US)
August 18, 2025

[CVS, CI, UNH, ELV]: CA’s PBM Reform Bill Appears Next Up in PBM Fight

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Beth Steindecker

CI (US), CVS (US), ELV (US), UNH (US)
August 13, 2025

[PNTG, EHAB, BTSG, ADUS, AMED, AVAH, UNH]: Where Might CMS Go with Home Health Rates?

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Beth Steindecker

ADUS (US), AMED (US), AVAH (US), BTSG (US), EHAB (US), PNTG (US), UNH (US)