New Reimbursement Rules For Diagnostic Radiopharmaceuticals Is 'Undoubtedly' Positive for Lantheus: Analyst
New Reimbursement Rules For Diagnostic Radiopharmaceuticals Is 'Undoubtedly' Positive for Lantheus: Analyst
A recent announcement from Centers for Medicare & Medicaid Services (CMS) is "undoubtedly materially positive" for Lantheus Holdings (NASDAQ:LNTH) shares, an analyst noted.
醫療保險和醫療服務支付中心(CMS)最近的一項公告"無疑對Lantheus Holdings (納斯達克:LNTH)股價有實質性的正面影響"，一位分析師指出。
The CMS proposed Wednesday Medicare payment rates for hospital outpatient and Ambulatory Surgical Center (ASC) services for 2025.
醫療保險和醫療服務支付中心(CMS)於週三提出2025年醫院門診部門和門診手術中心(ASC)服務的醫療保險支付率。
The proposal is part of the annual Hospital Outpatient Prospective Payment System (OPPS) and ASC Payment System Proposed Rule. A 60-day comment period will remain open until Sept. 9.
該建議是年度醫院門診展望支付系統(OPPS)和門診手術中心支付系統的提案規則的一部分。一個爲期60天的評論期將繼續保持開放，直到9月9日。
The final rule is expected in early November.
預計最終規則將於11月初公佈。
Under the OPPS, the costs of diagnostic radiopharmaceuticals are included in the payment for nuclear medicine tests.
根據OPPS的規定，診斷性放射性藥物的成本已納入核醫學檢查的支付範圍內。
While this generally supports efficient care, there are cases where the payment for these tests does not cover the cost of certain specialized radiopharmaceuticals.
雖然這通常支持有效的護理，但在某些情況下，這些檢查的支付並不能覆蓋某些特定放射性藥物的成本。
To address this, the CMS proposes refining the packaging policy to improve payment accuracy.
爲了解決這個問題，CMS提議改進包裝政策，以提高支付準確性。
Specifically, the agency says it will pay separately for any diagnostic radiopharmaceutical with a per-day cost over $630, removing their costs from the nuclear medicine test payments.
具體而言，該機構表示，將分別支付每日成本超過630美元的任何診斷性放射性藥物，從核醫學檢查支付中剝離其成本。
Radiopharmaceuticals costing $630 or less per day will remain included in the payment rates for these tests.
每天成本少於630美元的放射性藥物仍將包含在這些檢查的支付率中。
This change ensures patients can access necessary nuclear medicine tests involving higher-cost radiopharmaceuticals.
這種變化確保了患者能夠獲得涉及成本更高的放射性藥物的必要核醫學檢查。
William Blair notes that by setting the $630-per-day threshold for a separate reimbursement system rather than a bundled payment, the agency has taken a stronger stance on managing the high costs of new diagnostic radiopharmaceuticals. This move aims to ensure continued patient access to these essential yet expensive imaging agents.
William Blair指出，通過將每天成本630美元作爲單獨的報銷系統而不是捆綁付款的門檻，該機構在管理新診斷性放射性藥物的高成本方面採取了更強硬的立場。此舉旨在確保患者能夠繼續獲得這些重要而昂貴的成像劑。
While the details pertaining to its proposed implementations are unknown, given the dramatic change in stance from last year's passive language to this year's more assertive language, investors likely have increased optimism regarding the reaching of a solution on reimbursement for high-cost diagnostic radiopharmaceuticals, which could materially mitigate potential revenue impact following Lantheus's Pylarify's pass-through expiry on January 1, 2025.
雖然對其所提出的執行細節一無所知，但考慮到去年的消極語言與今年更爲果斷的措辭的戲劇性變化，投資者可能對解決高成本診斷性放射性藥物的報銷問題感到更加樂觀，這有望從根本上減輕Lantheus的Pylarify於2025年1月1日通過期滿後可能產生的營業收入影響。
Pylarify (piflufolastat F18) Injection is a radioactive diagnostic agent indicated for positron emission tomography of prostate-specific membrane antigen-positive lesions in men with prostate cancer.
Pylarify(piflufolastat F18)注射劑是一種放射性診斷劑，用於陽性前列腺特異性膜抗原陽性病竈的正電子發射斷層掃描(PET)。
William Blair notes the uncertainty surrounding the impact of pass-through expiry on Pylarify sales starting in 2025. To fully realize the potential of radiopharmaceuticals, it is crucial to balance both diagnostics and therapeutics. The analyst awaits a more defined strategy from Lantheus management regarding their therapeutic approach.
William Blair指出，關於在2025年開始銷售Pylarify的透過期的影響的不確定性。要充分發揮放射性藥物的潛力，必須在診斷和治療之間取得平衡。分析師等待着Lantheus的管理層就他們的治療方法提出更具界定性的策略。
Therefore, the analyst reiterates the Market Perform rating.
因此，該分析師重申市場表現評級。
Price Action: LNTH shares are up 34.2% at $104.26 at last check Wednesday.
LNTH股票週三最後一次檢查時以104.26美元的價格上漲34.2%。
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譯文內容由第三人軟體翻譯。