Independent Investment Research
Healthcare Services/CMS
(Federal)
Investment Issue: With the shift of control in the U.S. Congress, an asset management client with a significant investment in the healthcare sector needed quick analysis of whether trends in Long Term Acute Care (LTAC) federal reimbursements would likely see any significant change in the coming year.
Public Insight's Solution: Public Insight coordinated a series of consultations with members of the Analyst Network healthcare regulatory team to help our client analyze both the lame duck session and the new Congressional session.
Investment Outcome: Our federal healthcare Analyst Network members were able to provide the client with a timeline of when LTAC reimbursements would be addressed and a specific timeline for when Congress was likely to make decisions impacting the coming Federal Budget, thus adding immediate value to the client’s investment decision-making.
Healthcare Services/CMS
(State/Local)
Investment Issue: A hedge fund client was seeking to better understand healthcare reimbursement regulations impacting a potential investment in the home healthcare sector in Florida, Mississippi, and Tennessee, each with their own version of Medicare. Rates, systems, and local budgets vary from state to state and from one governing administration to another.
Public Insight's Solution: Public Insight facilitated a series of consultations with our Analyst Network members within each state, who were able to provide quick turn-around due diligence on current rates.
Investment Outcome: Our client received valuable insights regarding political obstacles existing within each state budget process, potentially affecting the performance of our client’s investment.