Watch on earnings: CMS Medicare Physician Fee Schedule updates affecting DME reimbursement rates (published annually in Q4), National cancer incidence rates and chemotherapy utilization trends from SEER database, Healthcare employment trends (PAYEMS healthcare subsector) as proxy for hospital financial health and capital spending.
One Sentence Summary:
InfuSystem: the story is balanced — medicare/medicaid reimbursement rate changes for ambulatory infusion services and dme codes.
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