Bad news for Davita?

I’m not an attorney, but seems like lower revenues for Davita could be the result of SCOTUS decision?

https://www.scotusblog.com/2022/06/justices-validate-denial-…

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I just read JPM and Bac’s take on this. Basically if all payers start following this case, DVA’s earning will be down 90%, but in practice, it’s only likely to happen very very slowly as small employers still want to cover their sickest employees.

On the other hand,the congress will likely act because otherwise the entire industry will go bankrupt and half a million people will have to pay more out of pocket and use more Medicare to pay for dialysis. Yet, Congress usually move much slower.

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