Healthcare Payers / Providers Reports

August 3, 2026

[HCA, THC, CYH, ARDT, UHS, Muni-backed] FY27 Inpatient Hospital Better Than Proposed but Medicare Payment Growth Slows

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
July 30, 2026

[CHE, ADUS, PNTG, EHC, UHS, ACHC]: Final FY27 Medicare Rules Overall In-Line, Longer-Term Pressure on Hospice and IRFs

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Beth Steindecker

ACHC (US), ADUS (US), AVAH (US), BTSG (US), CHE (US), EHC (US), PNTG (US), UHS (US)
July 29, 2026

[ENSG, PACS, SBRA, OHI, LTC, CTRE]: SNF Final Rule Meets Expectations but Future PDPM Rate Pressures Remain Overhang

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Beth Steindecker

CTRE (US), ENSG (US), LTC (US), OHI (US), PACS (US), SBRA (US)
July 29, 2026

[CNC, CVS, UNH, HUM] CMS Raises Stakes for Standalone PDPs for CY27 Part D

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Beth Steindecker

ALHC (US), CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
July 22, 2026

[CNC, MOH, HCA, THC, UHS]: Medicaid Work Requirement Litigation Thoughts

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Beth Steindecker

CNC (US), ELV (US), HCA (US), MOH (US), THC (US), UHS (US)
July 15, 2026

PRVA, ASTH, RDNT, LMRI, USPH, RadPar: CY27 Physician Proposal Offers Modest Positives for ACOs, Radiology, and Physical Therapy Despite Small Base Rate Cut

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Beth Steindecker

ASTH (US), LMRI (US), PRVA (US), RDNT (US), USPH (US)
July 2, 2026

Hospital/ASCs: Proposed 340B Rate Cut, Imaging Site Neutral and Outpatient Surgeries Inure Benefit to For-Profits While Hit to Nonprofits/Govt Hospitals

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), LMRI (US), OPCH (US), RDNT (US), SGRY (US), THC (US)
July 2, 2026

Home Health: Medicare Proposal Seeks Modest 3% PDGM Recoupment Cut but Ups Spending by 2.4% and Rates Even More

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Beth Steindecker

AVAH (US), BTSG (US), PNTG (US), UNH (US)
June 30, 2026

Quarterly Policy Catalysts 3Q26: Health Insurers & Providers

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Beth Steindecker
June 25, 2026

[CVS, Walgreens, Muni Hospitals]: Cassidy 340B Draft Capping Contract Pharmacies and Overseeing 340B Face Long Odds; Other Regulatory Actions Likely in Motion

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Beth Steindecker

CI (US), CVS (US), GSK (LSE), JNJ (US), LLY (US), UNH (US), WMT (US)