In brief: Additional bid details, HCD new exec, NikoHealth integration, Dexcom guidance

WASHINGTON – The Centers for Medicare & Medicaid Services (CMS) has published a new FAQ on the next round of its competitive bidding program (CBP), addressing questions about the requirements and scope of remote-item delivery (RID), the transition to contract suppliers for continuous glucose monitors (CGMs) and more. 

The agency answered the following questions about RID: 

Do bidding suppliers need to be licensed in all 50 states for the furnishing of items under a Remote Item Delivery (RID) CBP product category? 

Yes. 

Do bidding suppliers need to be licensed in all 50 states before submitting bids for the furnishing of items under a RID CBP product category? 

Bidders don’t have to be licensed in all 50 states, Washington D.C., and the U.S. territories before submitting a bid, but bidders must be properly licensed by the close of the bid window and maintain the licenses throughout the bid evaluation process and the contract performance period, if CMS awards them a contract. 

Will the competitive bidding area for the RID CBP be nationwide? 

Yes. 

CMS also provided additional details about how it will handle the transition to contract suppliers for CGMs, as well as ostomy and urological supplies and hydrophilic catheters. 

Will suppliers furnishing Class II CGM supplies, ostomy supplies, urological supplies, and hydrophilic catheters that are not awarded contracts under the DMEPOS CBP be able to continue furnishing these items to Medicare beneficiaries that they had a supply arrangement with prior to the start of the contract period? 

No. Medicare beneficiaries getting Class II CGM supplies for Class II CGMs they own, and Medicare beneficiaries who have been getting hydrophilic urinary catheters, ostomy supplies, and urological supplies from suppliers not awarded contracts under the DMEPOS CBP will need to transition to contract suppliers for these items furnished during the contract period. (By law, Class III CGMs are not included in the CBP). 

Will noncontract suppliers furnishing rented class II CGMs and insulin pumps at the time the contract period starts be allowed to continue furnishing the class II CGMs and insulin pumps as grandfathered suppliers? 

Yes. If the noncontract supplier elects to be a grandfathered supplier for these items for beneficiaries renting these items at the time the contract period starts, they must agree to continue furnishing the class II CGMs and insulin pumps that were being rented to any beneficiary who wants to continue receiving the CGMs and/or insulin pump from the noncontract supplier. The beneficiary can elect to transition from the noncontract supplier to a contract supplier for the CGM and/or insulin pump at any time during the contract period even if the non-contract supplier elected to become a grandfathered supplier. Grandfathering does not apply to situations where the supplier has already received payment for 13 months of continuous use for an insulin pump, the title for which will transfer to the beneficiary at the end of the 13th paid rental month. Grandfathered suppliers of class II CGMs and/or insulin pumps will be paid based on the monthly rental amounts established under the DMEPOS CBP with no cap on the rental payments. 

Additionally, the agency offered that it expects to make a list of items under each product category available by early summer. 

Read the full FAQ here. 

Dexcom anticipates $1.26B in Q4 revenue  

SAN DIEGO – Dexcom reported preliminary, unaudited total revenue of $1.260 billion for the fourth quarter of 2025, an increase of 13% over the fourth quarter of 2024. U.S. revenue is expected to be approximately $892 million, representing growth of 11% over the fourth quarter of 2024. International revenue is expected to be approximately $368 million, an increase of 18% over the fourth quarter of 2024. For fiscal 2025, total preliminary, unaudited revenue is approximately $4.662 billion, an increase of 16% over 2024. “We are pleased to finish 2025 on a strong note with revenue exceeding the high end of our guidance and the initial launch of our latest sensor technology with the G7 15 Day system,” said Jake Leach, Dexcom’s president and CEO. “With clinical momentum building across the CGM category, we look forward to extending our growth runway through continued innovation and evidence generation in 2026.” 

2025 Highlights 

On Jan. 1, Jake Leach officially assumed the role of president and CEO at DexCom, taking over from Kevin Sayer. 

“I’ve had the honor of playing a role in shaping Dexcom’s industry-defining innovation since joining the company more than 20 years ago,” he said. “From building the technology as an engineer in my early days, to advancing global scale to meet our long-term growth demand as COO, it’s an honor to step into the role of CEO during such a pivotal moment for the business—and a growing global metabolic health crisis. I look forward to further advancing Dexcom’s long legacy of empowering people to take control of health.” 

The company launched the G7 15 Day CGM System on Dec. 1.  

2026 Outlook 

For 2026, Dexcom currently anticipates total revenue of $5.16 billion to $5.25 billion, representing expected growth of approximately 11% to 13% over 2025. This outlook considers sensor volume growth driven by increasing CGM awareness for people with diabetes, the continued rollout of Stelo, further international expansion, and overall market dynamics. 

Tomorrow Health expands access to Horizon Suite 

NEW YORK – Tomorrow Health has announced general availability of its Horizon Suite, which includes AI Ordering, AI Fax Intake, and the Tomorrow Health Expert Assistant (THEA).  

The company says these agentic AI solutions embed intelligence and analytics across provider, supplier and payer workflows to accelerate the prescription to fulfillment process, adding greater transparency at lower costs for all stakeholders. 

“The home is becoming the most important clinical setting in health care, yet the infrastructure that connects providers, suppliers and health plans has remained fragmented and largely manual,” said Vijay Kedar, co-founder and CEO of Tomorrow Health. “Horizon changes that. By embedding AI agents directly into the ordering, authorization, routing and fulfillment workflow, we're creating an intelligent operating system for home-based care. Health systems gain a unified front door, suppliers see meaningful margin expansion, and health plans finally get real visibility and control over a historically unmanaged spend category.” 

Tomorrow Health says the Horizon Suite seamlessly integrates with provider EHRs and supplier technology stacks to deliver a high-quality, accurate and reliable patient experience. 

The suite, which benefits the entire DME ecosystem, includes:  

• AI Order Intake empowers providers to order quickly and accurately. By dragging and dropping patient files from an EMR into the platform, proprietary AI tools parse the files to auto-answer 40 to 50 complex insurance questions and recommend optimal products and suppliers. This automation reduces a process that historically took 90 minutes to under 60 seconds, generating orders that are 95% clean and compliant upon submission.  
• AI Fax Intake turns faxed documents into clean digital orders automatically and serves as a critical bridge between legacy workflows and digital compliance. The solution uses computer vision and optical character recognition (OCR) to instantly translate hard copy to digital, while in tandem leveraging AI to automatically identify missing information or provider requests. This allows providers to "fax as usual" while benefitting from the accuracy of digital order processing. 
• THEA is an agentic AI solution for suppliers that handles common order inquiries automatically and routes nuanced issues to experts for improved speed and service.  The technology reduces manual work by 25% across IVR, portal comments and SMS channels and addresses 60% of inbound calls.  Coupled with AI-enabled order management, THEA delivers more than 33% supplier OpEx reductions. 

• AI Benefit Management unlocks visibility and control over network delivery and spend for health plans. Managing more than $100 million in DME spend across more than 100,000 types of products and supplies, the platform leverages advanced data analytics and automated referral management processes to drive cost savings and quality improvement for health plans. 

Grassroots Accountability Project seeks more HME advocates 

WASHINGTON – The Grassroots Accountability Project (GAP) is recruiting advocates to strengthen the voice of the DMEPOS industry in government. The program aims to place at least one advocate in every congressional district across the U.S. to build meaningful relationships with legislators. GAP focuses on patients, providers and access to care, operating as a non-partisan effort where participants set aside personal politics to focus on industry education, says AAHomecare. Volunteers receive professional coaching from Stephanie Legree (AAHomecare) and Emily Kettman (VGM Government Relations), along with concise talking points and staff contact lists. The role offers real-world leadership experience and a deeper understanding of government processes, often requiring only a few minutes of time for outreach. Share your info via the Grassroots Accountability Project Signup Form to help improve the program's reach and reach out to Legree (stephaniel@aahomecare.org) or Kettman (emily.kettman@vgm.com) to get started. 

HCD taps health care exec Verhulst as chief growth officer 

RICHMOND, Va. – Home Care Delivered (HCD) has named Chris Verhulst chief growth officer. In this role, Verhulst will lead HCD’s growth strategy across sales, market expansion and strategic partnerships, with a focus on scaling commercial capabilities, strengthening provider relationships and expanding access to care nationwide. Verhulst brings more than 30 years of leadership experience across health care distribution, medical sales, and market development. “Chris is a proven growth leader with deep health care expertise and a strong track record of turning strategy into execution,” said Gayle Devin, CEO of HCD. “His experience scaling commercial organizations and building trusted partnerships makes him an ideal fit as we continue to grow and expand access to care.” Most recently, Verhulst served as a venture partner, advising health care technology companies on commercialization strategy and market adoption. Prior to that, he spent more than two decades at Henry Schein, where he held senior leadership roles. “I’m excited to join Home Care Delivered at a pivotal moment in its growth,” he said. “HCD’s mission to remove barriers for patients and providers strongly resonates with me, and I look forward to building scalable growth strategies that improve access and the overall care experience.” 

Stance Health engages MediStreams to automate revenue processes 

TUSTIN, Calif. – Stance Health Solutions, a provider of home medical equipment (HME) and respiratory services in California, has selected MediStreams to automate its explanation of benefits (EOB) conversion processes, accelerating cash posting and reducing manual workload for the revenue cycle team across its growing operations. Formed from the merger of SG Homecare and Western Drug Medical Supply, Stance Health Solutions says it is building a scalable foundation to support its rapid growth strategy, which includes adding new payers and expanding across and beyond California. With an influx of paper-based payments and persistent EOB conversion challenges, the organization turned to MediStreams to automate and streamline the process. “As an HME provider, our revenue cycle is growing more complex every day – rental products, renewals and ongoing payer compliance all generate a significant volume of correspondence and manual posting work,” said Nils Windler, CFO of Stance Health Solutions. “We needed a partner with deep expertise in health care payments, and that’s what we found with MediStreams. Now, we can post payments faster, reduce global labor costs and lay the groundwork for scalable growth. Their payer-level configurability is a real differentiator in this industry.” Stance Health Solutions is also leveraging MediStreams’ EOB conversion platform to address payers that are unable to generate 835 electronic remittance files. The platform transforms scanned paper EOBs into fully automated, ANSI-compliant 835 files, delivering clean, consistent data that integrates directly into Stance Health’s EHR and billing platform, Brightree. This enables faster, more accurate payment posting; reduces exception handling; and simplifies reconciliation, the company says. 

TwoMomsBuyTestStrips celebrates 10 years, revamps website 

SAN DIEGO – TwoMomsBuyTestStrips.com, a marketplace connecting individuals with extra diabetic supplies to those who need affordable health care solutions, is celebrating a decade of service with a redesigned website. The updated website includes faster product search, paperless prepaid shipping labels, 24/7 automated tracking, virtual chat assistant, improved checkout, complete transaction history and referral rewards system. The BBB-accredited company accepts test strips, continuous glucose monitors (CGMs), readers, pumps and lancets from major brands, including Dexcom, Accu-Chek, Omnipod and Freestyle. In the past 10 years, TwoMoms, a woman-owned, family business, founded in 2015, has racked up more than 28,000 sellers served, more than 156,000-plus transactions, more than $26 million paid out, and a 4.9-star rating across 7,800-plus reviews. 

NikoHealth, sovaSage integrate to ‘connect the dots’ 

MIDDLETOWN, N.J. — NikoHealth, a cloud-based automation platform for home medical equipment (HME) providers, has entered into a strategic API integration with sovaSage, a digital health SaaS company focused on advancing sleep and respiratory therapy management. The integration enables secure, bi-directional data exchange between NikoHealth’s intake, order management, delivery, billing and claims workflows and the sovaSage platform, including sovaFit, sovaGuide featuring Jeanie and sovaStart. Together, the platforms create a more connected, automated, and scalable experience for HME providers and their care teams, the companies say. “As HME providers continue to modernize their technology stack, interoperability is critical,” said Michael Kutsak, founder and CEO of NikoHealth. “This integration with sovaSage connects operational automation with patient engagement and therapy management, helping providers reduce friction, improve efficiency, and deliver a better experience for both staff and patients.”  

Royal Philips named Global Innovator by Clarivate 

AMSTERDAM – Royal Philips has been named a Clarivate Top 100 Global Innovator for 2026 for the 13th consecutive year. Philips is the highest-ranking medical technology company included in the report, underscoring its continued leadership in health care innovation. “Building on more than 130 years of innovation, Philips is driven by a clear purpose to deliver better care for more people,” said Roy Jakobs, CEO of Royal Philips. “Our innovations help health care professionals deliver high-quality patient care and empower people to manage their health and well-being at home. Being recognized as a Clarivate Top 100 Global Innovator reflects our commitment to people-centered, scalable innovation that improves outcomes and expands access to care.” The recognition reflects a long-term commitment by Philips to innovation, supported by more than EUR 1.7 billion in annual R&D investment – approximately 9% of sales and among the highest levels in the industry, the company says. Across professional health care and consumer health, Philips says it is applying AI-enabled technologies, advanced imaging and connected platforms to support more precise diagnosis, simplify workflows and empower people to proactively manage their health and well-being. The Clarivate Top 100 Global Innovators report uses a complete comparative analysis of global invention data to assess the strength of every patented idea, using measures tied directly to their innovative power. The full Clarivate Top 100 Global Innovators 2026 report can be found here. 

Angle Health, Leap Health partner on infusion offerings 

SAN FRANCISCO & NEW YORK – Angle Health, a vertically-integrated AI platform for health care benefits, and Leap Health, a specialty health care platform, have announced a partnership to deliver a cost-effective approach to infusion care delivery. Through this partnership, Angle Health’s network of 3,000-plus small- and medium-sized business employers have access to more convenient and comfortable infusion care for their employees – often in a home setting – minimizing disruption to work and family life while delivering substantial cost savings. "At Angle Health, we're rebuilding healthcare infrastructure and care pathways to give all employers access to benefits historically reserved for large enterprises,” said Ty Wang, co-founder & CEO of Angle Health. “Partnering with Leap Health extends that mission into infusion care delivery. When people understand their options and are supported every step of the way, everyone wins.” Leap Health offers a fully transparent, pass-through cost model – delivering infusion drugs at cost to employers and eliminating provider markups that can increase specialty drug prices by 400% or more, the company says. “Infusion care has long been one of the most opaque and frustrating parts of healthcare for both employers and patients,” said Rob LaHayne, co-founder & CEO at Leap Health. “Partnering with Angle Health is a no-brainer. We’re able to proactively guide members to the right treatment setting, deliver a dramatically better care experience, and reduce costs for employers – all within a unified, easy-to-navigate benefits experience rather than a patchwork of disconnected vendors.”