McKnight's August 27, 2025
I remember feeling a little dubious back in February and March, when executives of public skilled nursing companies stood up one after another to say they felt “secure” that the administration and Congress did “not intend to cut Medicaid or Medicare.”
Nope, they told investors, nothing to see here!
Fast forward six months and a very vivid picture is starting to emerge — one that is going to be much harder to bluster away come the next set of quarterly earnings calls.
It’s been less than two months since budget negotiations that resulted in nearly $1 trillion in Medicaid cuts were signed into law by President Trump.
And it’s been two weeks of really bad news for providers, including...
Today's Sponsors
Today's Sponsor