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Indiana Just Released the First Post-OBBBA State Medicaid RFP. Here Is Why It Matters.
Indiana's $68 billion reprocurement previews what the state Medicaid buyer becomes when federal contraction on plan operations meets state expansion.
Sep 22
•
Ryan Peterson
20
2
Medicare Advantage May Be Stabilizing, but Risk Adjustment Is Not.
What V28, chart review exclusion, and RADV expansion are doing to health plan operating models, and which plans are structurally positioned for CY 2028.
Sep 15
•
Ryan Peterson
13
1
1
Your MA, Medicaid, and ACA Q4 Just Got a New Source of Pressure. It's From Employers.
Employer commercial book decisions are landing on health plan finance now, and reshaping vendor, PBM, and provider decisions for CY 2027.
Sep 8
•
Ryan Peterson
12
2
Provider-Sponsored Plans Are Picking Which Lines of Business Integration Actually Pays For
Why integration pays PSPs in Medicare Advantage and costs them in Marketplace and Medicaid, and what that predicts next.
Sep 1
•
Ryan Peterson
24
2
August 2026
Health Plans Priced 2027 ACA Rates Against a Rule the Court Just Paused. Q2 Earnings Made the Bet Harder to Defend
What the paused NBPP rule, Q2 hospital and payor earnings, and a compressed Open Enrollment calendar mean for health plan 2027 ACA postures.
Aug 25
•
Ryan Peterson
15
1
The MA Reset One Year On: Three Shifts the Stabilization Story Misses
What the SNP composition rotation, the Star Ratings program breakdown, and the January 2027 supplemental benefit deadline change about how plans buy…
Aug 18
•
Ryan Peterson
25
2
What the Q2 Health Plan Earnings Calls Locked In for CY 2027
Six of the largest publicly traded health plans raised guidance in Q2. The commitments they made underneath the raise are why vendor deals are stuck…
Aug 11
•
Ryan Peterson
20
3
CMS Just Set the Template for the Next High-Cost Specialty Category. GLP-1 Is the First Test Case.
A new CMS demonstration is reshaping how your buyer thinks about 2027 coverage decisions, across every line of business.
Aug 4
•
Ryan Peterson
30
2
July 2026
One Year Into OBBBA, the Medicaid Market Is Repriced. Here's What Changed.
One federal law, three markets absorbing it three different ways. What each is producing for members, providers, plans, and vendors.
Jul 28
•
Ryan Peterson
19
1
What the Failed Elevance-Louisiana Blue Deal Still Explains About Blues Consolidation in 2026
A $2.5 billion sale collapsed on Mardi Gras night two years ago and ended a 28-year for-profit playbook. The nonprofit affiliation wave that replaced it…
Jul 21
•
Ryan Peterson
and
Andrew Tsang
11
1
What the ACCESS Model Signals About Where CMS Wants Outcome-Based Chronic Care to Go
Fourteen major health plans just signed a pledge to align by January 2028. Here's what changes about how health plans evaluate outcome-based pitches…
Jul 14
•
Ryan Peterson
18
1
June 2026
Early 2026 Hit Medicare Advantage, Medicaid, ACA, and Employer Coverage. Health Plans Are Absorbing It All at Once.
Each line took major pressure. The second half turns on how the four collide inside health plans operating across all of them.
Jun 30
•
Ryan Peterson
16
1
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