Jun. 24 at 11:47 PM
$CRMD
The other point from the proposed rule document is that we got some updated projections on how much the total add-on payments will cost in 2027 of
$170M (around 5x 2026
$34M). Hopefully now the CBO score can be completed using updated and CMS validated projects and KCAPA can progress further.
Note that they estimated TDAPA (not add-on) spend in 2026 would be
$500M, and it was
$430M (confirmed in today's proposed rule rule).
No idea if this helps KCAPA or not. But also sick of getting lost in the TDAPA, CMS, rule-making, add-on calc, etc labrynth.
Joe executes. This management team are way ahead of today's announcement. They know the CMS cannot be relied upon to make the changes needed, and it comes down to their execution in contracting with customers and optimising manufacturing. That's why Joe emphasises that - in the near-term - DefenCath comes down to 3 customer relationships (so management aren't spread too thin!)
