Blogs | Covalence Health

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Blogs/Vlogs

Weekly dispatches from the healthcare trenches—strategy insights, market analysis, and practical intelligence for operators and investors.

The US healthcare industry doesn't stand still—and neither do we. Check back regularly to see a breakdown of new policy changes and what they mean for your business, explore emerging trends and technologies reshaping care delivery, and share investment strategies informed by our team's 250+ years of collective experience. Whether you're navigating regulatory shifts, evaluating new market opportunities, or planning your next move, you'll find analysis that cuts through the noise and delivers actionable insights.

Topics

All Posts 20 posts
Medicaid 1 post
CMS 1 post
CMMI 1 post
Medicare 1 post
Providers 1 post
Health Systems 1 post
Digital Health 1 post
Policy 1 post
Telehealth 1 post

A Comprehensive Analysis of TrumpRx

TrumpRx.gov is a federal direct-to-consumer (DTC) drug pricing portal launched on February 6, 2026. It does not sell medications directly; rather, it functions as a coupon aggregator and referral hub that connects cash-paying patients with manufacturer discount programs and direct-to-consumer purchasing channels.

Mike Rawaan

Feb 139 min read

Where Should Healthcare Investors Look in 2026?

Healthcare offers several attractive sectors to investors — GLP1 and weight-loss ecosystem, Healthcare AI, Value-Based Care, Behavioral Health, Home Health, and Biosimilars/Generic drugs. The real work for institutional investors is revisiting asset allocation models with updated expected returns across asset classes, acknowledging that the 60/40 portfolio conversation has legitimate merit again.

Mike Rawaan

Feb 104 min read

CMS Releases 2027 Medicare Advantage and Part D Advance Notice: What Plans Need to Know

February 05, 2026 | Medicare Advantage & Part D Policy Update Mike Rawaan , Founder and Managing Director On January 26, 2026, the Centers for Medicare & Medicaid Services (CMS) released the Calendar Year 2027 Advance Notice of Methodological Changes for Medicare Advantage Capitation Rates and Part C and Part D Payment Policies. [1] This annual announcement outlines proposed payment rate updates and technical changes that will significantly impact how Medicare Advantage

Mike Rawaan

Feb 65 min read

CMS Announces New VBC Model for Advancing Chronic Care with Effective, Scalable Solutions (ACCESS)

Just when we thought telehealth was dead since the COVID-19 pandemic-era telehealth flexibilities expired on Oct. 31, 2025, and just when we though remote patient monitoring RPM was going to meet a similar fate when United Healthcare announced it will significantly limit RPM reimbursement effective Jan. 1, 2026, CMS drops a new VBC model with the potential to revive them both. Below is a quick summary of the new ACCESS (Advancing Chronic Care with Effective, Scalable So

Mike Rawaan

Jan 233 min read

States Must Act Swiftly to Receive Their Share of the RHTP funds

𝗦𝘁𝗮𝘁𝗲 𝗵𝗲𝗮𝗹𝘁𝗵 𝗱𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁𝘀 𝗺𝘂𝘀𝘁 𝗔𝗖𝗧 𝗡𝗢𝗪 to have a shot at receiving their share of a $50B fund allocated to improve rural health over the next 5 years as part of the Rural Health Transformation Program ( RHTP ). Interesting read on POLITICO (link below) about the deadline for states to apply for their slice of the $50 billion fund for rural health care. Section 71401 of the One Big Beautiful Bill Act (OBBBA) outlines how these funds can be use

CMS

Mike Rawaan

Jan 31 min read

Trends in the U.S. Healthcare Industry: Providers

Trends in the U.S. Healthcare Industry, Part 4: Healthcare Providers

We are seeing fewer providers where we need them the most, specifically in rural regions of the country, and we are witnessing slower growth in primary care providers compared to other specialties, which is very alarming.

Mike Rawaan

Jun 12, 20251 min read

Trends in the U.S. Healthcare Industry, Part 3: Employer-Sponsored Health Benefits and Plans

The year-over-year cost of the employer-sponsored insurance has grown by 7% over the past two years and is projected to grow by 8% in 2025. In 2025, employers will pay an average of $25,000 to cover the average American family

Mike Rawaan

May 15, 20251 min read

Trends in the U.S. Healthcare Industry, Part 2 (continued): CMMI

Although CMMI has not announced any new programs or demonstrations, there is optimism in Abe Sutton, who has close ties with Adam Boehler, CMMI Director during President Trump’s first term in office, being appointed as CMMI Director. If Mr. Bohler's tenure in CMMI, where he launched 16 new models, is an indication of what we'll see from Abe Sutton, then expect more value-based models.

Mike Rawaan

May 9, 20252 min read

Trends in the U.S. Healthcare Industry, Part 2 (continued): Medicare Part D

As prescription drug costs continue to rise, the federal government continues to explore ways to contain the cost. Methods such as the Medicare Drug Price Negotiation have yielded positive results. In contrast, other programs, such as 340B, seem to be helping provider organizations more than beneficiaries and the low-income patients the program was designed for.

Mike Rawaan

May 7, 20251 min read