To clarify
63 policies published as experimental in 23Q3.
Direct correspondence to IPD from payors. Known outcomes. 3
Provider partners that have reimbursement letters from payors. Does not require change in policy. Know outcomes for Partner does not confirm policy change for payor. see notes in 1st, 2nd and 4th box.
Publicly available BIS medical policy publishing updates. Unknown outcome. 60
based on above I don't know how they came up with what they did.
23Q4
Expectations set back 1.
24Q1
Expectations set back 2.
Market tops out
Below the last update I can find from 24H1
40 of 63 do silent coverage. 64%
14 have positive coverage.
HCSC policy update expected this month. A positive policy review that would add 2 more high priority states into the 80% coverage for those states. That would be 10 of 11 priority states to sell into.
There is a better way Wyckoff. Accumulation.
Acclivity.
Ann: Change of Director's Interest Notice - Mr Andrew Grant, page-52
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