Healthcare Payers / Providers Reports

May 13, 2026

Hospice / Home Health Moratorium Headwind & Advantages for Established Operators [CHE, PNTG, EHAB, BTSG]

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Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), EHAB (US), PNTG (US)
May 12, 2026

UNH’s Flat-Fee PBM Model Seems in Response to Rivals and Regulators [UNH, CI, CVS]

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Beth Steindecker

CI (US), CVS (US), UNH (US)
May 7, 2026

Medicare Advantage: Policy Risk Panoply

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Beth Steindecker

ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
May 1, 2026

Medicaid Work Requirements: Despite Certain Restrictive Actions, Overall State Flexibility Likely Limits Risk [CNC, MOH, HCA, THC, UHS]

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Beth Steindecker

CNC (US), CYH (US), ELV (US), HCA (US), MOH (US), THC (US), UHS (US), UNH (US)
April 27, 2026

Dialysis – CY27 Medicare Bundle: Phosphate Binders and Monthly Add-on Remain Swing Factors [DVA, FRE.DE, Innovative Renal]

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Beth Steindecker

DVA (US)
April 24, 2026

Hospice: Program Integrity Still Overhang, but Large Agencies Insulated; How SSVI May Be Tweaked [CHE, PNTG, BTSG, ADUS, AVAH]

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Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), EHAB (US), PNTG (US)
April 21, 2026

Another State PBM Ban on Pharmacies Invites Headline Noise – and Ultimately Legal Challenges [CVS, CI, UNH]

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Beth Steindecker

CI (US), CVS (US), UNH (US)
April 21, 2026

Being Coy on BALANCE – How Could CMS and Insurers Get to Yes [UNH, ELV, HUM, CVS, CNC, CI, MOH]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
April 12, 2026

Inpatient Hospitals: Slight Medicare Growth for FY27, But Future Holds Mandatory Bundles and Less Automatic Bonuses for New Tech [HCA, THC, CYH, ENSG, PACS, PNTG]

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
April 8, 2026

Quarterly Policy Catalysts 2Q26: Health Insurers & Providers

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Beth Steindecker