A Rocky Path: Why Pharmaceutical Manufacturers Face a Tougher Road Ahead
By Hunter Hammond Introduction Capstone believes pharmaceutical manufacturers will continue to face a rockier landscape in 2024 than the industry and its investors expect as Inflation Reduction Act (IRA) implementation uncertainties continue. While pharmacy benefit...
Trouble on All Sides: Why Healthcare Insurers Face Underappreciated Pain Ahead
By Grace Totman Introduction Capstone believes Medicare Advantage (MA) insurers will face underappreciated pressure from all sides as a swath of reforms finalized in 2023, designed to crack down on various forms of overpayment, are implemented over the next few years....
Providers Under Pressure: Why Healthcare Providers Will Feel the Heat, and How Relief May Emerge
By Wylie Butler Introduction Capstone believes most healthcare providers will be pressured by sustained labor inflation in the wake of the pandemic as temporary federal boosts exit the system and a savings-focused Congress shuts the tap off. However, we expect...
Repeal, Replace, Repeat: Affordable Care Act Returning to Center Stage
December 11, 2023 By: Grace Totman, Co-head of Capstone’s Healthcare Practice It looks like history will repeat itself in the 2024 presidential election, and not just because the prevailing expectation is of a Biden-Trump rematch. During recent campaign...
