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Healthcare Payers / Providers Reports
October 27, 2025
Health Insurers & Providers 4Q25 Issue Items
•
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]
•
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]
•
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]
•
Beth Steindecker
CI (US)
,
CVS (US)
,
ELV (US)
,
UNH (US)
October 14, 2025
[HUM] Stars Rating Litigation Likely Brings Chapter to Close
•
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
•
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]
•
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
•
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]
•
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]
•
Beth Steindecker
ACHC (US)
,
CNC (US)
,
ELV (US)
,
HCA (US)
,
OSCR (US)
,
THC (US)
,
UHS (US)
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