Cigna's new CEO delivers $71.7B quarter, raises guidance

Plus: J&J cuts 2026 guidance after Firefly Bio buy, Sail Biomedicines option. The day's rules, money, and enforcement, sourced and tiered below.

Federal judge refuses to pause Medicaid work requirements

Plus: CMS finalizes $882.74M SNF payment rule with new all-payer data mandate. The day's rules, money, and enforcement, sourced and tiered below.

Humana beats Q2 estimates, stock falls on guidance cut

Plus: Boston Scientific beats Q2 estimates, guides just under consensus. The day's rules, money, and enforcement, sourced and tiered below.

CMS ends $3.6B Medicare Part D premium subsidy after 2026

Plus: Medicaid Fraud War Room stops $203M in improper payments in 88 days. The day's rules, money, and enforcement, sourced and tiered below.

CMS proposes first-ever standing Medicare payment category for AI software

Plus: Radiology subspecialties gain 2-3% under CY2027 fee schedule despite conversion factor cut. The day's rules, money, and enforcement, sourced and tiered below.

Centene swings to $1.09B profit, raises guidance

Plus: Novanta closes $1.45B Riverpoint Medical acquisition. The day's rules, money, and enforcement, sourced and tiered below.

Federal judge hears arguments today on Medicaid medically-frail exemption rule

Plus: Four Minnesota men used AI to fake records in $2.2M Medicaid fraud scheme. The day's rules, money, and enforcement, sourced and tiered below.

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.

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.