Healthcare Payers / Providers Reports

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)
June 25, 2026

[DVA, FRE.DE, Innovative Renal] Medicare Proposal: Large Dialysis Chains Do Relatively Better but Phosphate Binder Policy Falls Short

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Beth Steindecker

DVA (US), FRE (XETRA)
June 23, 2026

Healthcare REITs, Hospitals, Nursing Homes: Status of State Legislative Efforts to Intensify Oversight of Healthcare Transactions

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Beth Steindecker and Ben Brolin

CTRE (US), LTC (US), MPT (US), OHI (US), SBRA (US), VTR (US), WELL (US)
June 18, 2026

[HUM, UNH, CVS, ELV, CNC, ALHC, MOH, CLOV, CI]: CMS Recalculates 2026 Star Ratings in Light of CLOV Ruling, But Financial and Legal Questions Remain

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Beth Steindecker

ALHC (US), CI (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
June 15, 2026

[OSCR, CNC, ELV, HCA, THC, CYH, UHS]: ACA Court Win Offers Limited Relief as Obamacare Enrollment Headwinds Remain

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Beth Steindecker

CNC (US), CYH (US), ELV (US), HCA (US), OSCR (US), THC (US), UHS (US)
June 10, 2026

Hospitals, ASCs, Imaging Centers: Medicare Risk in Summer OPPS Proposal? [THC, HCA, CYH, ARDT, UHS, SGRY, UNH, RDNT]

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), RDNT (US), SGRY (US), THC (US), UHS (US), UNH (US)