Healthcare Payers / Providers Reports

October 27, 2025

Health Insurers & Providers 4Q25 Issue Items

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Beth Steindecker
October 21, 2025

Rural Health Transformation Program (RHTP): Seems Less About Hospitals and More About Systemic Change [CYH, ARDT, THC, municipal facilities, OMDA, TDOC, RDNT]

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), OMDA (US), ORCL (US), RDNT (US), TDOC (US), THC (US)
October 17, 2025

Trump’s Fertility Push May Cut Costs, But Adoption Barriers May Remain [PGNY, Maven, Carrot, MRK.GY]

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Beth Steindecker

CI (US), CVS (US), HQY (US), PGNY (US), WBS (US)
October 15, 2025

PBMs: Policy Headwinds Persist with Some New Developments [CVS, CI, UNH, ELV]

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Beth Steindecker

CI (US), CVS (US), ELV (US), UNH (US)
October 14, 2025

[HUM] Stars Rating Litigation Likely Brings Chapter to Close

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Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
October 8, 2025

[EHAB, PNTG, ADUS, BTSG, UNH, AVAH]: Medicare Home Health Expectations

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Beth Steindecker

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