Insights: Healthcare

Drug Pricing (MFN)

The White House has indicated that President Trump will issue an executive order (EO) – possibly as soon as next week – directing his administration to resurrect the Most-Favored Nation (MFN) drug pricing program seen during his first term. This comes on the heels of Trump pushing Congressional Republicans to consider including a Medicaid-focused...

The House Energy & Commerce (E&C) Committee is targeting next Wednesday (May 7) for a vote on its portion of Republican’s reconciliation (tax/spending) legislation. Ahead of that vote, there have been a variety of developments that will influence the scope and scale of the Medicaid cuts being considered by the committee.

Nutrition Policy/Food Safety

HHS Secretary Kennedy and FDA Commissioner Makary have announced a multipart plan to phase out eight petroleum-based food dyes from the U.S. food supply, citing potential links to health issues like ADHD and cancer in children.

Medicaid Provider Taxes

A proposed rule entitled “Preserving Medicaid Funding for Vulnerable Populations – Closing a Health Care-Related Tax Loophole” has appeared on the regulatory agenda for HHS/CMS and is currently at the Office of Management & Budget (OMB) for review before being released. Currently, nothing definitive is known of the proposed rulemaking aside from...

Energy, Financials, Healthcare, Macro, Tech / Media / Telecom

In the coming weeks, House Republicans are planning to take the first steps on their “reconciliation” (tax/spending) legislation, with different committees voting on the individual components of the bill for which they are each responsible. Speaker Johnson continues to say he wants to have the reconciliation bill enacted into law by the end of...

With Republicans having passed their budget resolution, the reconciliation process (whereby the party will seek to enact, on a partisan basis, large-scale tax/spending legislation) is moving to a more advanced/granular stage. As such, debate around possible Medicaid cuts is intensifying. This week, 12 moderate/swing-district House Republicans...