December 13, 2024
[PBMs, Hospitals, Docs] Healthcare Extenders: State of Play
While Republicans and Democrats are trying to hash out a healthcare extenders package to add to a short-term government funding measure that needs to be taken up and passed by next Friday, we ascribe just…
November 26, 2024
Exact Sciences: Cologuard Plus Gets 16% Bump, Coverage Questions Remain
In a positive surprise relative to our initial expectations, CMS’s CY25 payment rate of $592 for EXAS’s Cologuard Plus represents a 16% premium to the legacy test’s $509. While this falls slightly shy of the…
November 13, 2024
EXAS, GH: Next Steps on Next Gen Test Rates
Key Takeaways: Following the split market reaction to EXAS [-29%] and GH [+25%] 3Q24 earnings reports last week, and investors looking to the opportunities associated with next generation colorectal cancer (CRC) screening tests Cologuard Plus…