May 25, 2023 - Capstone believes managed care organizations (MCOs) will face both greater membership losses than they are anticipating and a worse acuity shift. The CBO estimates that of the 7.8 million people expected to shift to employer-sponsored insurance (ESI)...
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Expensive and Short Lives: US Policy Failures and Opportunities in End-of-Life Care
By Wylie Butler, Capstone Healthcare analyst In 2021, the life expectancy at birth in the US decreased for the second consecutive year due largely to the COVID-19 pandemic and the opioid crisis. Despite per capita healthcare spending roughly twice that of other...
The Inevitable Decoupling of Medicare Advantage and Medicare
By Grace Totman, Capstone healthcare analyst March 1, 2023 - Nearly half of all seniors are now enrolled in Medicare Advantage (MA), the private alternative to traditional Medicare. MA attempts to both reduce costs and improve healthcare by paying private insurers a...
Capstone LLC Publishes The Most Underappreciated Developments in Healthcare for 2023
Capstone LLC is sharing its annual outlook on the most underappreciated policy developments that will play a big role in how 2023 shapes up for investors and companies in the healthcare sector.
The Edge of the Cliff: Why the Potential Fiscal Crisis Will Drive Healthcare Policy
Capstone believes Congressional healthcare policy in 2023 will be cliff-driven as lawmakers look to stave off a series of cuts facing providers, hospitals, and home health facilities. In this note, we walk through each fiscal cliff and the resulting impact of action (or inaction).
The Future of ACA Subsidies and Its Impact on Insurers
Capstone believes Congress will likely extend the enhanced American Rescue Plan Act’s (APRA) Affordable Care Act (ACA) subsidies (64% probability). Recent comments from Senator Joe Manchin (D-WV) signal that an extension of the subsidies will likely include means...
Plasma’s Promise: America’s Liquid Gold
By: Grace Totman May 23, 2022 — Earlier this year, I spent a handful of afternoons at a BioLife Plasma Services center just outside of Washington, DC. What started as background research for a Capstone due diligence project turned into a behind-the-scenes insight into...
From Death Panels to Duopoly: How Dialysis Coverage has Changed & Looming Risks for Providers
By: Grace Totman March 27, 2022 When the dialysis procedure was invented in the 1940s, patients with chronic kidney disease could finally breathe a sigh of relief. A cure—or at least a long-term treatment option—was, at last, available. What was less clear was how it...
The Surprise Billing Endgame: Implications of Regulations & Transparency
By Hunter Hammond In the TV game show The Price Is Right, contestants compete to accurately identify the price of various items and win prizes from guitars to dining room sets to a two-year-old Palomino horse. For the past six months, since the Department of Health...
Bipartisan Healthcare Legislation 2022 Outlook
Healthcare Legislation Has Bipartisan Support Download January 31, 2022 Congress will likely pass significant bipartisan healthcare legislation in 2022, despite partisan divisions and the upcoming midterm elections. Congress will focus on broadly popular issues such...
