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Content Library

Aldis is continually adding transcripts and key takeaways from its events, providing clients with insights into emerging catalysts and key topics. Email signals@aldis-is.com for access 

***Upcoming Event***
Email signals@aldis-is.com for access

HIX Regulatory Outlook

Impact of Trump Admin and OBBB on HIX

Sector Focus: MCOs / Hospitals

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Investor Focus: Hedge Funds, Mutual Funds, Private Equity

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Home Health Proposed Rule Reax

Reaction to CMS Proposed Rule and Hospice Industry Outlook

Sector Focus: Services

 

Investor Focus: Hedge Funds, Mutual Funds, Private Equity

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Arkansas PBM Law and Contagion Risk 

Discussion of recent Arkansas PBM law and other state-level PBM changes

Sector Focus: MCOs, Pharmacies
 

Investor Focus: Hedge Funds,  Private Equity

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Additional Coverage and Events
Healthcare
  • GLP-1s and Compounding - FDA Policy and Potential Actions
  • Site Neutral Policy - Odds of Enactment
  • Veterans Administration - Behavioral Health Provider and Referrals Outlook
  • Hospitals - Congressional Risks, Medicaid Outlook
  • 340B Prospects for Reform and Key Catalysts to Watch in 2025
  • Drug Negotiation Next Steps and Chevron Impact with Former Senate Finance Staffer
  • Medicare Advantage - Post Election Outlook  
  • Medicaid Redetermination and Managed Care Impact

Energy/Renewables/Power
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  • 45x Tax Credit Risks Under a Trump Administration
  • Solar Energy and Renewable Tax Credit Outlook
  • Permitting Reform Legislative and Regulatory Landscape
     
Merger Arbitrage - DC and State Outlooks
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  • Novo Holdings - Catalent
  • Surgery Partners - Bain
  • US Steel - Nippon
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Macro Washington Coverage
  • Crypto, US Elections and the Policy Landscape
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Aldis Institutional Services is an independent research provider that leverages decades of policy expertise and Washington and Wall Street relationships to provide clients with actionable ideas and insightful events.  Aldis is not a Registered Investment Advisor, FINRA Member Firm or Member of SIPC.  No information contained in any Aldis report should be considered financial, tax or legal advice.  When making any financial, tax or legal decision you should always consider consulting a professional advisor. All third-party data presented herein were obtained from publicly available sources which are believed to be reliable; however, Aldis makes no warranty, express or implied, concerning the accuracy or completeness of such information. In no event shall Aldis be responsible or liable for the correctness of, or update to, any such material or for any damage or lost opportunities resulting from use of this data.

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