Medicare Advantage Topics Investors Should Pay Attention to in 2021
June 24, 2021 — We recently held a policy day exclusively for clients to discuss the outlook for Medicare Advantage. There are eight MA topics we believe investors should pay attention to for 2021–including the Medicare Trust Fund, calculating insurer medical...
Dialysis Industry to Face Regulatory Scrutiny in 2021, Driven by Kidney-care Models, Medicare Advantage
May 6, 2021 — Capstone believes kidney care—namely DaVita Inc. (DVA) and Fresenius Medical Care AG & Co. (FMS)—will come under regulatory scrutiny in 2021 due to the launch of recent value-based care models, an aging population, Medicare Advantage coverage...
COVID-19 State Reopening Tracker
Winter is coming, and with it, another wave of new Coronavirus cases October 1, 2020 – Capstone believes states removing restrictions on indoor gatherings, entering the fall season, will lead to a third wave of new COVID-19 cases by November, possibly coinciding...
Opioid Litigation Focus Will Shift to Chain Pharmacies
Walgreens, CVS, Rite Aid, and Walmart face $30 billion-35 billion in liabilities. August 14, 2020 – Capstone believes the focus of state attorneys general and municipalities opioid litigation will shift to chain pharmacies—primarily Walgreens Boots Alliance Inc....
