Healthcare Payers / Providers Reports

January 17, 2025

MedPAC Provider Recs Likely to Be Ignored in Favor of Savings Targets Like Site Neutrality, Medicaid, Rule Repeals

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Beth Steindecker

ADUS (US), AMED (US), ARDT (US), EHC (US), ENSG (US), HCA (US), SBRA (US), SGRY (US), THC (US)
January 16, 2025

UNH: Though Confident, Public Policy Questions Remain

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Beth Steindecker

ALHC (US), CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
January 14, 2025

[CVS, CI, UNH]: FTC 2nd (Negative) Report on PBMs Doesn’t Change Overhang Trajectory

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), GDRX (US), HUM (US), UNH (US)
January 11, 2025

[HUM, UNH, CVS, ELV, ALHC] CY26 Medicare Advantage Rates: Likely Upswing in the Final

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Beth Steindecker

AGL (US), ALHC (US), CLOV (US), CVS (US), EVH (US), HUM (US), UNH (US)
January 8, 2025

Conference Policy Prep Pack: Healthcare Providers & Insurers

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Beth Steindecker

ALHC (US), ARDT (US), ASTH (US), AVAH (US), FMS (US), HQY (US), OPCH (US)
December 18, 2024

[PBMs, Cancer Screening, Medicare Advantage] A Few Surprises in the Healthcare Spending Package but Otherwise Mirroring Prior Compromise

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Beth Steindecker

CI (US), CVS (US), EXAS (US), GRAL (US), HUM (US), UNH (US)
December 13, 2024

[PBMs, Hospitals, Docs] Healthcare Extenders: State of Play

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Beth Steindecker

CI (US), CVS (US), GH (US), GRAL (US), HCA (US), MD (US), RDNT (US), THC (US)
December 11, 2024

[CVS, CI, UNH] PBMs: Proposed Ban on Pharmacy Ownership, New FTC Chair Nominee, Trump’s Comments, Healthcare Extenders, Oh My!

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Beth Steindecker

CI (US), CVS (US), ELV (US), UNH (US), WBA (US), WMT (US)
December 9, 2024

[WBA, CVS] SCOTUS Sides with Arkansas Law; For Now, Contract Pharmacies Have Upper Hand vs. Pharma

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Beth Steindecker

CI (US), CVS (US), JNJ (US), LLY (US), UNH (US), WBA (US), WMT (US)
December 6, 2024

[HUM, ALHC, UNH, CVS, ELV, AGL] Expectations for CY26 Medicare Advantage Advance Notice

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Beth Steindecker

AGL (US), ALHC (US), CVS (US), ELV (US), HUM (US), UNH (US)