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美股医疗保健行业:DC、福利管理、供应链、牙医、实验室测试和远程医疗要点-2021.4.19-23页

# 医疗保健 # 投行报告 大小:0.18M | 页数:23 | 上架时间:2021-04-28 | 语言:中文

类型: 行研

上传者: YLY.sjz

撰写机构: UBS

出版日期: 2021-04-19

摘要:

Healthcare a Likely Pay-For in Infrastructure, but Meaningful Reform UnlikelyOur DC Healthcare Policy panelists expressed some doubt that major Healthcare reformwould be achieved as part of the Infrastructure Bills proposed by the Administration, asthey think Speaker Pelosi and President Biden are likely to prioritize getting anInfrastructure package passed vs. getting bogged down into Healthcare policy debates,and slim Democratic majorities in the Senate/House make agreement on a larger reformpackage difficult. That said, they expect some lift to the corporate tax rate (potentiallymid-20s) and other targeted Healthcare items to be used to pay for the Bill. Paneliststhink MA rates are likely to come under pressure (though not until the 2023 plan year), aPublic Option plan would be difficult to pass (though more aggressive public optionscould be pushed at the state level via CMS Waivers), and delays to 2022 PAMA cuts areunlikely (given strong industry earnings from COVID testing).

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