Healthcare Payers / Providers Reports

January 26, 2026

Medicare Advantage: CMS’s Negative Surprise of Flat Rates and Risk Adjustment Changes – What Now?

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Beth Steindecker

ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
January 21, 2026

Insurer Policy Concessions, Political Theater, & the Limits of Cost Reforms [UNH, CI, CVS, ELV]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), OSCR (US), UNH (US)
January 20, 2026

CORRECTED: PBMs: Latest Spending Draft’s Watered-Down Reforms Are Incremental, Not Transformational [UNH, CVS, CI, CNC, ELV, HUM]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
January 16, 2026

MedPAC Thoughts, Congress Unlikely to Listen

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Beth Steindecker

CHE (US), CYH (US), DVA (US), EHC (US), ENSG (US), PACS (US), PNTG (US), THC (US)
January 15, 2026

Trump’s Great Healthcare Plan – We’ve Seen and Heard It Before

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Beth Steindecker

BMY (US), CI (US), CNC (US), HCA (US), OSCR (US), PFE (US), THC (US), UNH (US)
January 13, 2026

ACA Subsidy Deal Delayed, Not Derailed; 55% Odds Still Intact [OSCR, CNC, THC, CYH, DVA, FRE.DE]

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Beth Steindecker

CNC (US), CYH (US), DVA (US), ELV (US), OSCR (US), THC (US), UHS (US)
January 6, 2026

Health Insurers & Providers Outstanding Policy Issues During 1Q26

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Beth Steindecker
December 29, 2025

Obesity Model & “Deal” Demo Exclusions

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John Leppard

CNC (US), GILD (US), GSK (US), HUM (US), LLY (US), MRK (US), NVO (US), UNH (US)
December 17, 2025

Obamacare Subsidy Developments: Lots of Movement but Still in Same Place for Now; Path Remains for Subsidy Deal in 1Q

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Beth Steindecker

CNC (US), CYH (US), DVA (US), ELV (US), OSCR (US), THC (US), UHS (US)
December 10, 2025

HIMS Hit by SAFE Drugs Bill Headlines, But Low Enactment Odds in Near Term

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Beth Steindecker

HIMS (US), LLY (US), NVO (US)