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...
The CFPB unshackled: Why the Temperature will be Turned Up on the Consumer Finance Industry
By John Donnelly Introduction Capstone expects consumer-friendly regulatory pressure to ratchet up for financial companies providing consumer-facing products and services as freed-up regulators race against the electoral clock to pursue Biden’s agenda before the...
Crypto’s Regulatory Moment: Why a Confluence of Regulatory Dynamics Will Spark the Asset Class
By JB Ferguson Introduction Capstone believes Grayscale’s victory against the Securities and Exchange Commission (SEC) in August has begun to open the floodgates for crypto issuers, as the commission will approve a spot bitcoin exchange-traded fund (ETF) by July 2024,...
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....
