Healthcare Payers / Providers Reports

February 21, 2025

UNH: Thoughts on Reported DOJ Investigation

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Beth Steindecker

ALHC (US), CVS (US), ELV (US), HUM (US), UNH (US)
February 19, 2025

[CHE, ADUS, Gentiva, Compassus]: CMS Grants Hospices Their Wish on SFP But Careful What You Wish For

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Beth Steindecker

ADUS (US), AMED (US), CHE (US), PNTG (US)
February 10, 2025

HUM: Government Legal Response Puts Up Fight in Star Ratings Lawsuit, We Still Favor HUM

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Beth Steindecker

HUM (US)
February 10, 2025

Sizing Medicaid Work Requirement Risks [CNC, MOH, ELV, THC, ARDT, ENS, ADUS]

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Beth Steindecker

ADUS (US), ARDT (US), CNC (US), ELV (US), ENSG (US), MOH (US), UNH (US)
February 4, 2025

[ENSG, PACS, SBRA, OHI]: Potential Timing of the Nursing Home Staffing Rule’s Demise

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Beth Steindecker

CTRE (US), ENSG (US), LTC (US), OHI (US), PACS (US), SBRA (US)
January 28, 2025

[CNC, MOH, ARDT, UHS, ENSG, ADUS]: Medicaid Funding & Best Bet on OMB Funding Memo

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Beth Steindecker

ADUS (US), ARDT (US), CNC (US), ENSG (US), MOH (US), UHS (US)
January 22, 2025

[OSCR, CNC, HCA, THC, WELL] Optimistic on ACA Subsidies, But Watching Other Risks

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Beth Steindecker

ARDT (US), CNC (US), DOC (US), ELV (US), HCA (US), OSCR (US), THC (US), WELL (US)
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)