November 20, 2025
Dialysis: Modest Increase & Consistent Rates for Oral Phosphate Binders in Final Medicare Rule [DVA, FRE.DE, American Renal]
CMS’s final CY26 Medicare payment rule for dialysis centers [DVA, FRE.DE, privately held American Renal] largely aligned with expectations. The rule delivers: A slightly higher YoY increase in aggregate spending, reflecting updated inflation and productivity…
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]
This morning’s Senate Finance Committee hearing on rising healthcare costs did little to break the stalemate on Obamacare, but no one expected a breakthrough today. The hearing primarily served as a venue for both sides…
November 3, 2024
[DVA, FMS, ARDX, American Renal] CY25 Medicare Dialysis Rates Offer Slight Improvement, But More Material Policy Headwinds Remain
Key Takeaways: CMS offered slight improvements in dialysis center payments, relative to this summer’s proposal, in its CY25 final rule released Friday, but we do not view this as material for providers or addressing other…