Healthcare Payers / Providers Reports

October 29, 2026

[CNC, MOH, HCA, THC, UHS] Medicaid Work Requirements: Court Ruling, State Flexibility Temper Disenrollment Fears

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Beth Steindecker

ACHC (US), ARDT (US), CNC (US), CYH (US), ELV (US), HCA (US), MOH (US), THC (US), UHS (US)
October 29, 2026

[DVA, FRE.DE, Innovative Renal, American Renal] Better-Than-Expected Headline Spending Increase in Final CY27 Rule Masks Some Dialysis Pressures

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Beth Steindecker

AKBA (US), CRMD (US), DVA (US), FRE (XETRA), PFE (US), SDZ (SW)
October 26, 2026

[OSCR, CNC, ELV, HCA, THC, DVA, FRE.DE] ACA Verification Proposal Tests, Rather Than Resets, Exchange Stabilization

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Beth Steindecker

ARDT (US), CNC (US), DVA (US), ELV (US), FRE (XETRA), HCA (US), OSCR (US), THC (US)
October 20, 2026

[DVA, FRE.DE] HHS Kidney Plan: Less of a Plan, More of a Think Piece; Low Near-Term Policy Risk

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Beth Steindecker

DVA (US), FRE (XETRA)
October 18, 2026

[HUM, ALHC, UNH, CVS, ELV, AGL, ASTH] Medicare Advantage: Friday’s Proposal Leaves Bigger Questions Unanswered

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Beth Steindecker

AGL (US), ALHC (US), ASTH (US), CVS (US), ELV (US), HUM (US), UNH (US)
October 16, 2026

[NUTX, TeamHealth, Radiology Partners, SCP Health, UNH, CI, ELV] NSA Reform: Arbitration Under Fire, but Benchmark Shift Unlikely

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Beth Steindecker

CI (US), CVS (US), ELV (US), NUTX (US), UNH (US)
October 9, 2026

[HUM, CLOV, ALHC, UNH, CVS, ELV, CNC]: MA Star Ratings Raises Stake for Litigation Anew and Policy Debate

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Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
October 8, 2026

[RDNT, LMRI, Radiology Partners] CMS’s OPPS Imaging Site-Neutral Proposal Likely to Stick, Freestanding Imaging Still Poised to Benefit

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), LMRI (US), RDNT (US), THC (US), UHS (US)
October 6, 2026

[HUM, ALHC, UNH, CVS, ELV, CNC, CLOV] Appeals Court Seems Skeptical of CMS But RADV Overhang Not Going Away Completely

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Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
September 30, 2026

[Municipal Hospitals, HCA, THC, OPCH, CVS, MRK, PFE]: 340B Drug Reimbursement Expectations in the Final Medicare OPPS Rule

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Beth Steindecker

ARDT (US), BMY (US), CVS (US), CYH (US), HCA (US), JNJ (US), MRK (US), OPCH (US), PFE (US), THC (US)