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Healthcare Payers / Providers Reports
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)
December 13, 2024
[PBMs, Hospitals, Docs] Healthcare Extenders: State of Play
•
Beth Steindecker
CI (US)
,
CVS (US)
,
GH (US)
,
GRAL (US)
,
HCA (US)
,
MD (US)
,
RDNT (US)
,
THC (US)
December 11, 2024
[CVS, CI, UNH] PBMs: Proposed Ban on Pharmacy Ownership, New FTC Chair Nominee, Trump’s Comments, Healthcare Extenders, Oh My!
•
Beth Steindecker
CI (US)
,
CVS (US)
,
ELV (US)
,
UNH (US)
,
WBA (US)
,
WMT (US)
December 9, 2024
[WBA, CVS] SCOTUS Sides with Arkansas Law; For Now, Contract Pharmacies Have Upper Hand vs. Pharma
•
Beth Steindecker
CI (US)
,
CVS (US)
,
JNJ (US)
,
LLY (US)
,
UNH (US)
,
WBA (US)
,
WMT (US)
December 6, 2024
[HUM, ALHC, UNH, CVS, ELV, AGL] Expectations for CY26 Medicare Advantage Advance Notice
•
Beth Steindecker
AGL (US)
,
ALHC (US)
,
CVS (US)
,
ELV (US)
,
HUM (US)
,
UNH (US)
December 3, 2024
[WBA, CVS, WMT] 340B Case on Deck at SCOTUS Conference; Regardless of Resolution, Target Remains on 340B
•
Beth Steindecker
CI (US)
,
CVS (US)
,
JNJ (US)
,
LLY (US)
,
UNH (US)
,
WBA (US)
,
WMT (US)
November 25, 2024
[CNC, MOH, ELV, THC, HCA, CYH, UHS]: Growing Overhang from Medicaid Legislative Reforms, But Watch for Vulnerable GOP Pushback
•
Beth Steindecker
CNC (US)
,
ELV (US)
,
HCA (US)
,
MOH (US)
,
THC (US)
,
UHS (US)
November 20, 2024
[UNH, HUM, ALHC, AGL, PRVA, MD]: Trump’s Unorthodox CMS Pick Reinforces Already Anticipated Support for Medicare Advantage and Physicians
•
Beth Steindecker
AGL (US)
,
ALHC (US)
,
HUM (US)
,
MD (US)
,
MDT (US)
,
PRVA (US)
,
UNH (US)
November 19, 2024
Healthcare Extenders in FY25 Spending Bill: What Is Likely, Unlikely or Toss-Up?
•
Beth Steindecker
CI (US)
,
ENSG (US)
,
HCA (US)
,
MD (US)
,
OHI (US)
,
RDNT (US)
,
THC (US)
November 14, 2024
(ENSG, PACS, OHI, CTRE, SBRA) Nursing Home Relief from Minimum Staffing Rule Still Likely But as Part of FY25 Spending Bill
•
Beth Steindecker
CTRE (US)
,
ENSG (US)
,
LTC (US)
,
OHI (US)
,
PACS (US)
,
SBRA (US)
,
VTR (US)
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