November 25, 2024
RFK’s Medical Coding Reforms: Don’t Hold Your Breath
Key Takeaways: With investors questioning RFK’s reported plans to restructure the medical coding system used by Medicare, Medicaid, and commercial health insurers , we remain highly skeptical of meaningful changes within the next 5-10 years,…
October 8, 2024
[EW, ABT] Tricuspid Coverage & Sales Trajectory
Key Takeaways: As investors look to model out sales of Edwards Lifesciences’ (EW) Evoque tricuspid valve replacement in advance of CMS’s draft National Coverage Determination (NCD), which is expected by ~Dec. 20 (final policy due…