UPDATE: CMS's ACO REACH savings and evaluation numbers still disagree, LEAD decision pending

Plus: CMS details LEAD Model's capitated payment menu and 10-year risk commitment. The day's rules, money, and enforcement, sourced and tiered below.

CMS finalizes $2.1B hospital pay hike, mandatory nationwide joint-replacement bundle

Plus: Henderson NV doctor indicted in $95M Medicare wound-care fraud scheme. The day's rules, money, and enforcement, sourced and tiered below.

Curium to acquire Lantheus for up to $114.50/share, ~$8B, largest radiopharma deal ever

Plus: American Oncology Network now runs 9 radioligand therapy centers, up from 1 in 2023. The day's rules, money, and enforcement, sourced and tiered below.

CVS Health beats and raises, stock falls on 2027 headwinds

Plus: Eli Lilly Q2 revenue hits $23B on Mounjaro, Zepbound growth. The day's rules, money, and enforcement, sourced and tiered below.

DOJ opens permanent fraud strike-force office in Philadelphia

Plus: CMS releases autism therapy billing oversight toolkit for states. The day's rules, money, and enforcement, sourced and tiered below.

KKR takes Integer Holdings private for $5.7B

Plus: CMS makes joint replacement bundled payments mandatory nationwide. The day's rules, money, and enforcement, sourced and tiered below.

Complete Health Partners pays $14.1M in Medicare Advantage upcoding settlement

Plus: NY ophthalmology practices pay $2.3M in TCD kickback sweep. The day's rules, money, and enforcement, sourced and tiered below.

Curium to acquire Lantheus for up to $8B

Plus: Supernus and Indivior merge as equals into $2.2B CNS drugmaker. The day's rules, money, and enforcement, sourced and tiered below.

CMS finalizes $340M FY2027 IRF payment rule

Plus: HHS freezes $2.76B in Medicaid payments to CA, MN. The day's rules, money, and enforcement, sourced and tiered below.

Regeneron beats Q2 estimates as Dupixent hits record $6B quarter

Plus: Wellstar Health System cuts 761 corporate jobs. The day's rules, money, and enforcement, sourced and tiered below.

Caremark closes its FTC case, Optum Rx is the last holdout

Plus: Omnicare's bankruptcy court hearing is 11 days out. The day's rules, money, and enforcement, sourced and tiered below.

Octapharma locks in $1.5B first US factory after tax-incentive fight

Plus: Bristol Myers Squibb beats Q2 estimates, raises guidance again. The day's rules, money, and enforcement, sourced and tiered below.