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Insights: Policy
Healthcare
Medicare Advantage (DOJ/Brokers)
The DOJ has filed a False Claims Act (FCA) lawsuit against Aetna, Elevance, and Humana – as well as affiliated brokers eHealth, GoHealth, and SelectQuote – alleging they orchestrated a kickback scheme in which the insurers bribed the brokers to steer would-be Medicare Advantage (MA) beneficiaries exclusively into their policies. The complaint...
Healthcare
Medicare (Site Neutral)
The prospect of Medicare site neutral reforms has been simmering in the background of the reconciliation debate, but the issue has largely been sidelined as Republicans debate the breadth of their proposed Medicaid cuts. However, Republican leaders are increasingly struggling to balance the demands of moderates and conservatives regarding the...
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...
Energy
IRA Clean Energy Credits
The House Ways and Means (W&M) Committee is expected to vote on tax provisions of the reconciliation bill the week of 5/12, and it would be typical for drafts of the legislation to begin circulating the week prior to a committee vote (i.e., in the next few days). One of the areas of the emerging tax legislation that has seen the most lobbying is...
Macro
Reconciliation & FY26 Defense Spending
Earlier this week, the House Armed Services Committee (HASC) advanced its portion of “reconciliation” legislation, which is considered under a special procedure that enables it to pass on a partisan (in this case, Republican) basis. The HASC legislation, designed in coordination with the Senate Armed Services Committee (SASC), increases defense...
Macro
Russia/Ukraine
The U.S. and Ukraine signed a minerals deal this week that gives the U.S. preferential access to Ukrainian minerals and that will help fund Ukrainian reconstruction. Treasury Secretary Bessent said the deal “signals clearly to Russia that the Trump administration is committed to a peace process centered on a free, sovereign and prosperous Ukraine...
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