THE DOSSIER
Intelligence Briefs
Curated regulatory analysis, financial modeling scenarios, and operational briefs for navigating the IRA.
High RiskFebruary 20, 2026 • 7 min read
The M3P Effect: Accelerating Catastrophic Phase Accrual Cliffs in Q4
How the Medicare Prescription Payment Plan artificially inflates Q3 and Q4 discount liabilities by increasing patient adherence and changing the velocity of OOP cap realization.
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StrategicFebruary 18, 2026 • 6 min read
The 340B Intersection: Decoding Dispute Eligibility in the Manufacturer Discount Program
Analyzing the systemic risks and necessary data structures required to accurately identify ineligible 340B claims incorrectly submitted for the 10% Initial Coverage Phase discount.
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