Healthcare Payers / Providers Reports

February 10, 2025

Sizing Medicaid Work Requirement Risks [CNC, MOH, ELV, THC, ARDT, ENS, ADUS]

•

Beth Steindecker

ADUS (US), ARDT (US), CNC (US), ELV (US), ENSG (US), MOH (US), UNH (US)
February 4, 2025

[ENSG, PACS, SBRA, OHI]: Potential Timing of the Nursing Home Staffing Rule’s Demise

•

Beth Steindecker

CTRE (US), ENSG (US), LTC (US), OHI (US), PACS (US), SBRA (US)
January 28, 2025

[CNC, MOH, ARDT, UHS, ENSG, ADUS]: Medicaid Funding & Best Bet on OMB Funding Memo

•

Beth Steindecker

ADUS (US), ARDT (US), CNC (US), ENSG (US), MOH (US), UHS (US)
January 22, 2025

[OSCR, CNC, HCA, THC, WELL] Optimistic on ACA Subsidies, But Watching Other Risks

•

Beth Steindecker

ARDT (US), CNC (US), DOC (US), ELV (US), HCA (US), OSCR (US), THC (US), WELL (US)
January 17, 2025

MedPAC Provider Recs Likely to Be Ignored in Favor of Savings Targets Like Site Neutrality, Medicaid, Rule Repeals

•

Beth Steindecker

ADUS (US), AMED (US), ARDT (US), EHC (US), ENSG (US), HCA (US), SBRA (US), SGRY (US), THC (US)
January 16, 2025

UNH: Though Confident, Public Policy Questions Remain

•

Beth Steindecker

ALHC (US), CI (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
January 14, 2025

[CVS, CI, UNH]: FTC 2nd (Negative) Report on PBMs Doesn’t Change Overhang Trajectory

•

Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), GDRX (US), HUM (US), UNH (US)
January 11, 2025

[HUM, UNH, CVS, ELV, ALHC] CY26 Medicare Advantage Rates: Likely Upswing in the Final

•

Beth Steindecker

AGL (US), ALHC (US), CLOV (US), CVS (US), EVH (US), HUM (US), UNH (US)
January 8, 2025

Conference Policy Prep Pack: Healthcare Providers & Insurers

•

Beth Steindecker

ALHC (US), ARDT (US), ASTH (US), AVAH (US), FMS (US), HQY (US), OPCH (US)
December 18, 2024

[PBMs, Cancer Screening, Medicare Advantage] A Few Surprises in the Healthcare Spending Package but Otherwise Mirroring Prior Compromise

•

Beth Steindecker

CI (US), CVS (US), EXAS (US), GRAL (US), HUM (US), UNH (US)