Quarterly Outlook Report: Company & Health Policy Update and Outlook

研报英文原文证据摘录

Quarterly Outlook Report: Company & Health Policy Update and Outlook

ge Program

results in significant increases for for-profit hospitals. CMS also proposes

CMMI: Center for Medicare & Medicaid

accelerating earlier 340B remedy offset reduction to -3.0% and includes expanded Innovation

site neutral payment reforms impacting imaging services at off-campus providers. CMS: Centers for Medicare & Medicaid

Upcoming themes Services

• Continued implementation of OBBBA regulations. States are beginning to fund Rural DME: Durable Medical Equipment

Health Transformation projects with a total of $10 billion in 2026. However, CMS FDA: Food and Drug Administration

and States continue implementation of Medicaid reductions including work HCBS: Home and Community-Based

Services

requirements, SDP reductions, and Provider Tax reforms into 2027 and 2028.

HHS: Department of Health and Human

• Most Favored Nations (MDN) drug pricing efforts, including Medicare Part B and Services

Part D demonstration programs (GLOBE and GUARD) are slated to begin later this LTCH: Long-Term Care Hospital

year. In addition, CMS has implemented its BRIDGE program to provide for MFN: Most Favored Nation

expanded GLP-1 coverage for Medicare beneficiaries effective July 1. OBBBA: One Big Beautiful Bill Act

• CMS will release its final FY2027 Medicare payment regulations by August 1 for QPA: Qualifying Payment Amount

hospital inpatient payments, LTCHs, Inpatient Rehab Facilities, Skilled Nursing SDP: State Directed Payment

Facilities, Inpatient Psych Facilities, and Hospice providers.

• Congress continues to work towards FY2027 appropriations to keep the

government funded, however, there remains a risk of another government shutdown

on October 1, 2027.

Quarterly Health Care conference call