UHS beats revenue estimate, stock falls 7.3% on guidance cut
Plus: American Industrial Partners closes $1.272B take-private of Avanos Medical. The day's rules, money, and enforcement, sourced and tiered below.
American Health Intel
CMS proposes CY2027 ESRD payment rate above $299 for the first time
Plus: Kidney Care Choices practices lose $15,000 transplant bonus. The day's rules, money, and enforcement, sourced and tiered below.
Federal judge pauses 8 provisions of CMS's 2027 ACA marketplace rule
Plus: CMS appeals Clover star-ratings loss as SCAN and Alignment join Elevance's $290M demand. The day's rules, money, and enforcement, sourced and tiered below.
UHealth and UnitedHealthcare still without a deal, 5 days to deadline
Plus: HHS defers $1.07B in Medicaid funding to California and Minnesota over fraud concerns. The day's rules, money, and enforcement, sourced and tiered below.
Federal judge to rule on blocking narrowed Medicaid medically-frail exemption
Plus: Dueling hospital price-transparency bills clear House and Senate committees. The day's rules, money, and enforcement, sourced and tiered below.
CMS proposes ~618-code ASC-CPL expansion, tightens device pass-through pathway
Plus: Senate companion bill revives ASC site-neutral payment update fight. The day's rules, money, and enforcement, sourced and tiered below.
Gentherm posts record Q2 revenue, triples buyback, reaffirms Modine deal
Plus: Intermountain Health cuts 93 roles closing clinics in Colorado and Montana. The day's rules, money, and enforcement, sourced and tiered below.
HHS rescinds Title VI disparate-impact rules effective same-day
Plus: CMS defers $1B+ in Medicaid payments from California and Minnesota. The day's rules, money, and enforcement, sourced and tiered below.
Home-based care M&A craters 41% in Q2 2026 as fraud crackdown bites
Plus: CY2027 home health rule hides a temporary 3% PDGM clawback behind a 2.4% raise. The day's rules, money, and enforcement, sourced and tiered below.
Tenet Healthcare beats Q2 estimates, raises FY26 guidance, shares jump 15%
Plus: HCA books offsetting $400M ACA coverage-loss hit and Florida Medicaid boost. The day's rules, money, and enforcement, sourced and tiered below.
CMS-2452-P Medicaid provider-tax rule starts comment clock, $246B projected savings
Plus: Senate HELP postpones CDC director vote, chairman says he has votes anyway. The day's rules, money, and enforcement, sourced and tiered below.
CMS proposes finishing psychotherapy pay raise, delaying telehealth cliff to 2028
Plus: Ten states join CCBHC Medicaid demonstration as H.R. 1 threatens the funding base. The day's rules, money, and enforcement, sourced and tiered below.