Healthcare Payers / Providers Reports

November 20, 2025

Dialysis: Modest Increase & Consistent Rates for Oral Phosphate Binders in Final Medicare Rule [DVA, FRE.DE, American Renal]

•

Beth Steindecker

AKBA (US), CRMD (US), CSL (AU), DVA (US)
November 19, 2025

Finance Committee Hearing: Still Think ACA Subsidy Deal is More Likely Even If Late [OSCR, CNC, CYH, UHS, DVA, FMS, HQY, WBS]

•

Beth Steindecker

CNC (US), CYH (US), DVA (US), HQY (US), OSCR (US), UHS (US), UNH (US)
November 17, 2025

CMS Provider Tax Guidance: More Details, But Not Necessarily Stricter or More Aggressive Interpretation [ARDT, CYH, HCA, THC, UHS, CNC, MOH, ELV]

•

Beth Steindecker

ARDT (US), CNC (US), CYH (US), HCA (US), MOH (US), THC (US), UHS (US)
November 9, 2025

Obamacare HIX Fix: HSAs for All or Compromise on Subsidy Changes? We Still Think the Latter [OSCR, CNC, ELV, MOH, UNH, HQY, WBS, EHTH]

•

Beth Steindecker

CNC (US), CVS (US), EHTH (US), ELV (US), HQY (US), OSCR (US), UNH (US), WBS (US)
November 7, 2025

Obesity Drug Pricing Deal: Devil in the Details

•

John Leppard

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), LLY (US), NVO (US), UNH (US)
November 5, 2025

Medicare Advantage: Still Expecting Light Regulatory Touch for CY27 [HUM, ALHC, AGL, UNH, CVS, ELV, CNC, PRVA]

•

Beth Steindecker

AGL (US), ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), PRVA (US), UNH (US)
November 3, 2025

Physicians: Final Rule Favors Independent Doctors / Freestanding Centers but Cost Growth and Rate Pressures on Facility-Based Doctors Remain [RDNT, USPH, SEM, PRVA, ASTH, RadPar, Envision]

•

Beth Steindecker

ASTH (US), PRVA (US), RDNT (US), SEM (US), USPH (US)
October 27, 2025

Health Insurers & Providers 4Q25 Issue Items

•

Beth Steindecker
October 21, 2025

Rural Health Transformation Program (RHTP): Seems Less About Hospitals and More About Systemic Change [CYH, ARDT, THC, municipal facilities, OMDA, TDOC, RDNT]

•

Beth Steindecker

ARDT (US), CYH (US), HCA (US), OMDA (US), ORCL (US), RDNT (US), TDOC (US), THC (US)
October 17, 2025

Trump’s Fertility Push May Cut Costs, But Adoption Barriers May Remain [PGNY, Maven, Carrot, MRK.GY]

•

Beth Steindecker

CI (US), CVS (US), HQY (US), PGNY (US), WBS (US)