ab 21 September 2026 Global Research Healthcare Services Weekly Check-Up: Psych Hospitals and Dialysis Outperform; IDR Reform Stalls While Medicare Bills Advance; MA Insurers Face Pressure To Absorb GLP-1 Costs Psych Hospitals & Dialysis Outperform For the week ended September 18th, healthcare services stocks were down 3.1%, worse than the S&P 500 (-0.1%) and the broader healthcare index (+2.0%). Psych Hospitals (+0.5%) and Dialysis (+0.3%) performed best, while Death Care (-5.8%) and Retail Pharmacy (-6.1%) lagged. Hospitals and Managed Care were down 2.3% and 2.9% for the week, respectively. Across our coverage, OPCH (+3.5%) and AMN (+2.8%) performed best, while SGRY (-7.9%) and ALHC (-33.8%) lagged. IDR Reform Stalls While House Panel Advances Medicare Advantage Cost Analysis The House Ways and Means Committee Wednesday (Sept. 16) advanced three Medicare bills but did not reach agreement on changes to the No Surprises Act's (NSA's) independent dispute resolution process. The omissio