Roughly the last several months, selected and scored for direct relevance to the Broken Promises investigation.
September 19, 2026
DEVELOPMENT
Prescription Drugs
Leaked drug-pricing contracts show undisclosed terms as all 50 states apply to Medicaid “most-favored-nation” model
On September 18, CMS announced that 40 states and Puerto Rico had signed agreements to join its GENEROUS model, under which participating drugmakers sell to state Medicaid programs at “most-favored-nation” prices benchmarked to other wealthy countries; all 50 states, D.C., and Puerto Rico have applied, with a September 30 deadline to sign. CMS projects $64.3 billion in savings over ten years but has not named the manufacturers or disclosed net prices. A day later, the Washington Post reported on confidential agreements between HHS and Pfizer and Eli Lilly, obtained through Freedom of Information Act litigation, that include tariff protections for the companies, inducements to raise drug prices overseas, and broad confidentiality clauses — with some key terms still unresolved when the deals were announced at the White House.
Why it matters
This is the pattern Before the Counter documents: price concessions announced in public while the terms that decide who actually benefits stay confidential. The administration's savings estimate cannot be independently checked until net prices and contract terms are disclosed.
Related: Before the Counter: The 2026 Update, Prescription Drugs research guide
Related book: Before the Counter
September 18, 2026
DEVELOPMENT
Government & Policy
Medicaid work requirements: physicians and patients file a new suit after states lose their bid to pause the rule
On July 30, a federal judge in Massachusetts declined to pause CMS's Medicaid work-requirement rule while roughly two dozen states pursue their challenge (Massachusetts v. Oz). On September 18, a second suit was filed in federal court in Maryland (Taylor v. Kennedy) by five Medicaid enrollees, the American College of Physicians, the American Academy of Pediatrics, other medical societies, and the City of Columbus. It targets the rule's “medically frail” exemption, arguing CMS added a requirement Congress did not write — that people prove their condition “significantly impairs” their ability to work — effectively applying the work requirement to people the 2025 law exempted. The requirements take effect January 1, 2027.
Why it matters
This is the 2025 reconciliation law's largest coverage-loss provision, with CBO-linked estimates putting millions at risk of losing Medicaid. Whether it takes effect on schedule now turns on these two cases.
Related: Behind the System, Healthcare Reform Overview
September 17, 2026
EVIDENCE UPDATE
Healthcare Financialization
HHS Inspector General: Humana and UnitedHealthcare plans overbilled Medicare about $178 million through unsupported diagnoses
Two HHS Office of Inspector General audits reviewed high-risk diagnosis codes — acute stroke, heart attack, sepsis, and others — that Medicare Advantage plans submitted for 2020–2021. For HumanaChoice (contract H5216), 81% of sampled diagnoses were not supported by medical records, an estimated $130.9 million in overpayments; for UnitedHealthcare of Wisconsin (H5253), 73% were unsupported, an estimated $46.9 million. Common errors included coding more severe versions of members' conditions and conditions members had already recovered from. Both insurers disputed OIG's methodology, and neither agreed to refund the overpayments.
Why it matters
Private Medicare plans are paid more for members who look sicker on paper. These audits document that incentive being exploited — one of the core financialization mechanisms this site tracks.
Related: Healthcare Financialization guide, Who Profits from American Healthcare
September 17, 2026
EVIDENCE UPDATE
Insurance & Access
Commonwealth Fund: one in three privately insured working-age adults is paying off medical debt
A Commonwealth Fund survey of 4,121 continuously insured adults ages 19–64 found that roughly one-third are paying off medical bills or debt over time. Nearly half of those owe $2,000 or more, and 64% trace the debt to hospital care. Among people with debt, 37% depleted their savings, 30% delayed needed care, and 25% had bills sent to collections or credit bureaus. The survey was fielded July–October 2025.
Why it matters
Medical debt is often described as a problem of the uninsured. This survey shows coverage itself doesn't protect people — central to the site's argument that underinsurance is built into the system.
Related: Why Is American Healthcare So Expensive?, A Case for Single-Payer Healthcare
September 15, 2026
DEVELOPMENT
Insurance & Access
Nine insurers exit the ACA marketplace for 2027 as the subsidy-expiration risk pool worsens
KFF's tracker confirms nine insurers — including Cigna (leaving 11 states, about 369,000 enrollees), Molina (cutting from 14 states to 6), CareSource, and PacificSource — have filed to leave some or all of their ACA marketplace states for plan year 2027. Insurers cite declining enrollment, rising medical costs, and the expiration of enhanced premium tax credits at the end of 2025, which pushed healthier enrollees out and left a smaller, sicker risk pool behind. It's the second consecutive year of double-digit proposed premium increases (a median 15% for 2027).
Why it matters
This turns the ‘proposed rates’ story into an actual coverage-disruption story: roughly 650,000 marketplace enrollees across a third of states will have to find a new plan for 2027, on top of paying more — the clearest sign yet that the 2025 subsidy expiration is compounding into a second year, not settling out.
Related: Behind the System, Healthcare Reform Overview
September 4, 2026
EVIDENCE UPDATE
Patient Harm
KFF: a third of Medicaid-serving rural maternity hospitals are 40+ minutes from the next alternative
KFF's analysis of hospitals providing inpatient maternity care to Medicaid enrollees found that a third of them are rural, with a median drive time to the next in-state alternative of 43 minutes — versus 13 minutes for urban hospitals. In 14 states, losing the nearest rural maternity unit would mean an hour-plus drive. KFF ties the risk of further closures directly to the 2025 reconciliation law's Medicaid provider-payment cuts and work-requirement-driven enrollment losses.
Why it matters
It puts a specific, causal number on a harm this site already tracks in general terms — extending the Commonwealth Fund rural-hospital-crisis entry and the KFF/CBO Medicaid projection entry already on this page by quantifying exactly how much farther Medicaid patients would have to travel for obstetric care as the 2025 law's cuts take hold.
Related: Behind the System
September 1, 2026
DEVELOPMENT
Insurance & Access
Bipartisan bill would require a human, not AI, to make medical-necessity claim denials
Reps. Greg Landsman, Kim Schrier, Buddy Carter, and Tom Barrett introduced H.R. 10210, the Doctors Not AI Act of 2026, which would require that any insurance claim denial based on medical necessity be made by a licensed health professional exercising independent clinical judgment — not by AI alone. Insurers could still use AI to help process claims, but would need auditable records showing where AI assisted versus where a human made the final call, and denial letters would have to disclose AI involvement.
Why it matters
It's the first legislative response tracked here to the growing use of AI in claims review — including the ongoing litigation over UnitedHealth's algorithmic denial practices — and it's squarely bipartisan, reflecting how broadly the AI-claims-denial issue has cut across party lines. The bill hasn't passed; this is a marker of where the political fight over automated denials stands, not a settled outcome.
Related: Behind the System, Healthcare Reform Overview
August 30, 2026
DEVELOPMENT
Single-Payer & Reform
Pennsylvania state senator circulates memo for a statewide single-payer plan
State Sen. Nikil Saval (D-Philadelphia) circulated a co-sponsorship memo seeking support for a “PA Universal Healthcare Plan” that would create a new state Office of Healthcare covering all residents without copays, deductibles, coinsurance, or caps, funded by a new payroll tax. Saval cited more than $1.8 billion in unpaid medical debt held by Pennsylvania residents. No bill has been formally filed yet.
Why it matters
This is an early-stage legislative move, not a filed bill or a vote — worth tracking rather than treating as a done deal. It follows the same state-level pattern the site has tracked elsewhere (California's CalCare, Washington's Health Trust proposal in One Card, One Cure): single-payer efforts increasingly playing out state by state rather than federally.
Related: A Case for Single-Payer Healthcare, One Card, One Cure, What should replace American healthcare?
August 29, 2026
EVIDENCE UPDATE
Government & Policy
The Project 2025 Connection: a written blueprint compared against what actually happened at CDC, NIH, and HHS
Project 2025's Mandate for Leadership proposed narrowing CDC's policy authority, breaking the “NIH monopoly on directing research,” and restructuring HHS — published before the administration took office. A new page on the When Science Became Political book compares that blueprint against the documented 2025–2026 changes at CDC, NIH, and HHS point by point, and is explicit about the difference between correspondence and causation.
Why it matters
This is the rare case where an investigation gets a written blueprint to test against, rather than reconstructing intent after the fact — worth flagging here since it touches the same institutions this site's Science Under Siege coverage tracks.
Related: The Project 2025 Connection, Science Under Siege
Related book: When Science Became Political
August 25, 2026
EVIDENCE UPDATE
Healthcare Financialization
As states tighten oversight, private equity's push into physician practices slows
A PitchBook analysis found private equity-involved healthcare deals declined in the first half of 2026 compared with the same period in 2025, with physician-practice-management deals — the segment where PE has the largest healthcare footprint — on track to fall by half. At least 25 states have proposed or passed laws in recent years adding oversight of healthcare transactions or restricting non-physician control of medical practices; California, Oregon, and Rhode Island each had new transparency requirements take effect in 2026.
Why it matters
Behind the System documents how private-equity ownership has been linked to worse patient outcomes and rising prices. This is the first broad evidence that state-level guardrails — rather than federal action, which the underlying report notes has not yet produced new laws despite congressional investigations — may actually be slowing that consolidation, at least in the segment PE has relied on most.
Related: Behind the System, Healthcare Financialization guide
Related book: Behind the System
August 18, 2026
EVIDENCE UPDATE
Research & Evidence
Study: four mandatory Medicare value-based payment programs cost hospitals $3 billion a year in added administrative costs
A JAMA Health Forum study comparing 2,820 hospitals under four mandatory Medicare value-based-payment programs against 1,512 non-participating hospitals found administrative-cost increases of $2.06–2.78 million per hospital annually, totaling more than $3 billion nationally. Costs rose fastest at hospitals in markets with heavy Medicare Advantage penetration and in Medicaid-expansion states. Because these programs are designed to be budget-neutral on paper, the authors warn official assessments likely overstate real savings by ignoring this administrative burden, and flag “phantom cost savings” where hospitals cut clinical spending while quietly expanding administrative staff to hit program metrics.
Why it matters
This is a rigorous, peer-reviewed data point on a question central to evaluating any reform proposal: whether claimed savings from a payment model are real or just shifted into unmeasured administrative overhead — directly relevant to how this site's own evidence review weighs administrative-cost claims on both sides of the reform debate.
Related: Healthcare Reform Overview, Single-Payer Evidence Review
August 13, 2026
EVIDENCE UPDATE
Insurance & Access
KFF analysis: insurers deny 12–18% of prior authorization requests, most appeals never filed
A KFF analysis of prior-authorization metrics found denial rates of 12% for Medicare Advantage, 14% for Medicaid managed care, and 18% for ACA Marketplace plans, with wide variation by insurer. When patients do appeal — which is rare — a large share of denials are overturned: 67% in Medicare Advantage, 47% in Medicaid, 43% in ACA plans.
Why it matters
The gap between the denial rate and the appeal-overturn rate is the story: it suggests a meaningful share of initial denials aren't defensible on the merits, and that the real barrier is how few patients have the time or knowledge to appeal — a direct, current data point for the investigation's argument about insurance-driven delayed and denied care.
Related: Behind the System, Healthcare Financialization guide
August 6, 2026
POLICY CHANGE
Prescription Drugs
Five states move PBM reform from proposal to law: Arkansas, California, Iowa, North Carolina, Texas
As of 2026, five states have enacted pharmacy benefit manager reform: Arkansas's Act 624 bars PBMs from owning retail pharmacies; California's SB 41 delinks PBM pay from list price, phases out spread pricing, and caps insulin at $35/month; Iowa, North Carolina, and Texas add rebate pass-through, transparency, and anti-steering rules of their own.
Why it matters
Before the Counter's closing chapter names ending spread pricing and delinking PBM pay from list price as one of six evidence-backed levers — at the time, a recommendation rather than policy. California's SB 41 is now the closest working match to that recommendation as written, anywhere in the country.
Related: Before the Counter, Before the Counter: The 2026 Update, Prescription Drugs research guide
Related book: Before the Counter
August 3, 2026
POLICY CHANGE
Prescription Drugs
HRSA revives the 340B drug-rebate pilot; bipartisan bill introduced days later to kill it
HRSA published a Federal Register notice reviving its 340B Rebate Model Pilot Program — a second attempt after a federal court vacated the original 2025 version in a suit brought by the American Hospital Association and Maine Hospital Association. For 25 drugs from 13 manufacturers subject to Medicare's negotiated pricing, participating safety-net hospitals and clinics would pay full price up front and claim a rebate afterward, rather than buying at a discount; the pilot is set to launch January 1, 2027. Within two days, a bipartisan group of lawmakers introduced the SUSTAIN 340B Act to sunset the pilot within a year and replace it with an independent data clearinghouse. In September, Johnson & Johnson separately began requiring claims-level data from 340B providers as a condition of its discounts.
Why it matters
340B exists so safety-net hospitals can stretch scarce dollars by buying outpatient drugs at a discount. Making them front full price and chase rebates is an easy-to-miss mechanical change that can squeeze the same rural and low-income-serving providers this site tracks — and it's a live fight, not a settled rule.
Related: Before the Counter, Prescription Drugs research guide
Related book: Before the Counter
July 24, 2026
EVIDENCE UPDATE
Research & Evidence
Yale preprint projects single-payer would cut national health spending by $1.04 trillion a year
A preprint led by Yale's Alison Galvani and colleagues at the Center for Infectious Disease Modeling and Analysis projects that single-payer coverage would reduce U.S. national health expenditures by $1.041 trillion annually (about 20%) and save over 114,000 lives a year if paired with reversing recent coverage cuts. The projected savings come mainly from four sources: lower drug prices, all-payer Medicare-level provider payment rates, reduced administrative overhead, and reduced fraudulent billing. The paper has not been peer-reviewed. Even under the authors' own more conservative assumptions on drug pricing and fraud reduction, the model still projects at least $663 billion in annual savings.
Why it matters
This updates the same Yale team's earlier single-payer cost model, which independent scrutiny — including this site's own single-payer evidence review — has flagged for excluding long-term-care costs and assuming no increase in care-seeking among people already insured. This new preprint doesn't appear to resolve either issue. Still, a meaningfully positive savings estimate surviving the authors' own conservative scenario is a real data point for readers weighing the cost case for single-payer, provided it's read alongside the preprint's limitations rather than the headline figure alone.
Related: A Case for Single-Payer Healthcare, Bibliography — Hospital & Insurer Consolidation
July 14, 2026
POLICY CHANGE
Prescription Drugs
FTC settles antitrust case against CVS's Caremark over insulin rebate practices
The FTC settled its antitrust case against Caremark Rx and Zinc Health Services (CVS Health's PBM arm), alleging the company used rebate practices to keep insulin list prices artificially high while patients paid the cost out of pocket. The settlement requires Caremark to delink PBM fees from list prices, pass rebates through at the point of sale, and stop favoring higher-priced drugs — changes the FTC projects will save consumers $8.5 billion over ten years. It's the second major PBM to settle with the FTC in 2026, after Express Scripts in February.
Why it matters
This is the exact mechanism Before the Counter documents — PBMs profiting from the spread between list price and what patients actually pay. A federal antitrust settlement forcing one of the three dominant PBMs to unwind that structure, on the record, is a direct real-world confirmation of the investigation's central claim about drug pricing.
Related: Before the Counter, Prescription Drugs research guide, Bibliography — PBM section
Related book: Before the Counter
July 1, 2026
EVIDENCE UPDATE
Insurance & Access
CBO/KFF: projected Medicaid enrollment down 13%, spending down $503 billion since 2025 reconciliation law
A KFF analysis of CBO's updated baseline finds 2035 federal Medicaid spending now projected at $941 billion, versus $1.03 trillion before the 2025 reconciliation law — $503 billion lower over 2025–2035. Projected 2034 enrollment falls to 74 million, down 13% from the prior 85-million estimate, concentrated among ACA expansion adults (–5 million), children (–3 million), and other adults (–2 million). CBO separately estimates the law increases the uninsured population by 7.5 million in 2034.
Why it matters
This is the clearest current numerical picture of how the 2025 reconciliation law is reshaping Medicaid — not a projection at passage, but an updated one measured against real 2025 cost data. Coverage loss on this scale is squarely the kind of policy-to-patient chain the investigation tracks.
Related: Behind the System, Healthcare Reform Overview
June 2, 2026
POLICY CHANGE
Healthcare Financialization
FTC requires divestiture in Ascension Health–AmSurg outpatient surgery deal
The FTC required Ascension Health Alliance to divest seven ambulatory surgery centers as a condition of its $3.9 billion acquisition of AmSurg, after finding the deal would reduce competition for outpatient surgical services in five metro areas (Nashville, Panama City, Tulsa, Waco, and Wichita) and could raise prices for patients. Ascension also faces a 10-year requirement to notify the FTC before acquiring any ambulatory surgery centers in those markets.
Why it matters
A concrete, current instance of federal antitrust enforcement against the kind of vertical health-system consolidation Behind the System investigates — and a rare example of a structural remedy (forced divestiture) rather than just a lawsuit or a fine.
Related: Behind the System, Healthcare Financialization guide
April 21, 2026
DEVELOPMENT
Single-Payer & Reform
California's third single-payer bill dies without a committee hearing
Assemblymember Ash Kalra's CalCare bill (AB 1900) — his third single-payer attempt, backed by over 300 organizational endorsements and 25 legislative co-authors — died when the deadline for committee referral passed without a hearing. Legislative leadership pointed to the need to defend Medi-Cal against an estimated $30 billion in annual federal cuts instead. Kalra says he intends to try again in a future session.
Why it matters
A concrete, dated data point on the actual political feasibility of state-level single-payer — useful context for the trilogy's Toward a Recommended Model appendix and for any reader asking why this hasn't happened somewhere already.
Related: A Case for Single-Payer Healthcare, What Should Replace American Healthcare
February 9, 2026
EVIDENCE UPDATE
Patient Harm
Commonwealth Fund: over 400 rural hospitals now at risk of closing
A Commonwealth Fund explainer finds more than 400 rural hospitals — over 20% of all rural hospitals — at risk of closure, with nearly half already operating on negative or near-negative margins. Nearly 200 rural hospitals have closed fully or partially since 2005. The report warns that Medicaid work-requirement and redetermination changes could push 1.5 million rural Medicaid beneficiaries off coverage, compounding the strain.
Why it matters
Rural hospital closures are one of the most direct, measurable forms of patient harm the investigation tracks — fewer facilities means longer travel times for emergency and obstetric care, and this update quantifies how much worse it could get from policy changes already in motion.
Related: Behind the System, Healthcare Financialization guide
February 3, 2026
POLICY CHANGE
Prescription Drugs
Congress reforms PBM compensation nationally, signed into law
As part of the Consolidated Appropriations Act, 2026 (H.R. 7148), Congress enacted federal PBM reform for Medicare Part D: PBMs must be paid flat administrative fees instead of rebate-linked compensation, 100% of rebates and fees must pass through to payers, and PBMs face new semiannual reporting requirements on drug spending, rebates, spread pricing, and formulary decisions. CMS gained enforcement authority with monetary penalties.
Why it matters
The single biggest legislative change to the PBM rebate system the investigation has tracked — federal law now directly targets the spread-pricing and rebate-capture mechanics Before the Counter spends its middle chapters on. Preliminary note: enforcement and real-world price effects will take time to show up in the data.
Related: Before the Counter, Prescription Drugs research guide
Related book: Before the Counter
November 25, 2025
POLICY CHANGE
Prescription Drugs
CMS announces second round of Medicare-negotiated drug prices, effective 2027
CMS announced negotiated Maximum Fair Prices for 15 additional Part D drugs — including Ozempic, Rybelsus, Wegovy, and Xifaxan — effective January 1, 2027. Discounts off the non-federal average manufacturer price range from 38% (Austedo) to 85% (Janumet). CMS estimates the prices will save the roughly 5.3 million beneficiaries who use these drugs about $685 million out of pocket.
Why it matters
Before the Counter reports the first ten IRA-negotiated prices, effective January 2026, and notes fifteen more were scheduled for 2027 — this is that schedule producing results. It's a direct continuation of the book's central argument that Medicare's 2003 ban on price negotiation, and its narrow 2022 exception, are still playing out in real time.
Related: Before the Counter, Before the Counter: The 2026 Update, Prescription Drugs research guide
Related book: Before the Counter