ACA Subsidy Loss: Forecasting Coverage and Revenue Shifts

The enhanced subsidies for Americans who receive health coverage through exchange plans established under the Affordable Care Act lapsed at the end of 2025. With Congress at an impasse over extending these subsidies, many of the 23 million Americans enrolled in such plans are now seeing their premiums increase substantially. While it is too early to quantify the full impact, millions are expected to exit the exchanges, and the Congressional Budget Office has estimated that 4.2 million Americans will lose coverage altogether by 2034 as a result.

This webinar will examine what these shifts may mean for coverage patterns, reimbursement dynamics and revenue stability across the healthcare ecosystem, providing timely insight for organizations planning for 2026 and beyond.

As affordability pressures reshape the individual market, stakeholders across healthcare face significant uncertainty. Enrollment changes may alter payer mix, increase uncompensated care exposure for certain providers and introduce volatility into reimbursement and access dynamics. For pharmaceutical and medtech organizations, these developments raise important questions about demand forecasting, patient access strategy and commercial planning.

Attendees will have an opportunity to engage with the panel of healthcare market access experts examining emerging data, coverage scenarios and strategic implications for patients, payers, providers and life sciences companies.

Register for this webinar to gain practical insight into how the evolving ACA landscape may affect coverage continuity, reimbursement exposure and commercial strategy in the years ahead.

Speakers

(Moderator) Matthew Arnold, Principal Analyst, Clarivate

Matthew Arnold serves as a Research Analyst and Content Strategist. He joined Clarivate after covering the life science industries as a Journalist for more than a decade and has followed pharma and medtech from the dawn of DTC advertising and mass-market blockbusters to the age of genetic medicine and surgical robotics.

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Dee Chaudhary, Principal Commercial Strategy Consulting, Clarivate

Dee Chaudhary is a Principal with Clarivate’s Commercial Strategy Consulting practice with 20+ years of experience in life science consulting and the biopharmaceutical industry. Primarily focused on health policy, launch readiness and market access strategy in the urology, immunology and oncology space, she is experienced in pricing and launch strategy, reimbursement, product positioning, payer value messaging and patient journey. Dee has led multiple projects with a broad range of TAs. Her work as a subject matter expert in Medicare and Government Payers has resulted in podium speaking opportunities at Asembia, multiple webinar panel engagements and publication in US News and World Report. Prior to joining Clarivate, Dee held leadership roles at biopharma organizations and consulting firms, including the National Director of Market Access, Reimbursement & Trade for a buy-and-bill urology/oncology product and Senior Director of Customer Satisfaction. Dee has a Masters in Healthcare Administration and a BA in History and French.

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Bill Melville, Lead Healthcare Research & Data Analyst, Clarivate

Bill Melville analyzes regional and state trends in the US healthcare industry. He joined DRG in 2007 and serves as its national expert on health exchanges and Medicare. He authors Health Plan Analysis and Market Overviews in several regions and authors the National Medicare Analyzer, which is part of the National MCO Analyzer product. Bill also wrote several US Access and Reimbursement reports focusing on autoimmune drugs and opioids. He has been interviewed by USA Today, Modern Healthcare and other national and regional publications. Before joining DRG, Bill was a Journalist in Columbus, Ohio, and has a Bachelor’s degree from Mercyhurst

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Valerie Pillo, Senior Analyst Life Sciences and Healthcare, Clarivate

Valerie E. Pillo analyzes trends in the US healthcare landscape in metropolitan and state markets, including New York, Connecticut, Massachusetts, Washington, DC, Maryland and Rhode Island. She joined DRG in 2015 and is an expert in Northeast healthcare markets, including payer and provider behavior and Medicaid waivers. Valerie authors Market Overviews and IDN Profiles and is the Thought Leadership Lead for Market Access Insights. In that role, Valerie oversees Thought Leadership strategy, ideation, writing and editing and publication of pieces from Market Access Insights analysts. Prior to joining Clarivate, Valerie was the Media Relations Manager for Independent Health, a large, regional nonprofit health insurance company in Buffalo, NY, and was an award-winning journalist covering healthcare for the Niagara Gazette in Niagara Falls, NY.

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Paula Wade, Lead Healthcare Research and Data Analyst, Clarivate

Paula tracks and analyzes the national trends in the US health insurance industry. She joined DRG in 2006 and authored the company’s National MCO Analyzer series. Additionally, she has authored several oncology-focused US access and reimbursement reports. She has been interviewed by the New York Times, National Public Radio’s Marketplace, Modern Healthcare and several other national publications on national healthcare developments. A seasoned journalist, Paula previously covered business, politics and healthcare policy for the Memphis Commercial Appeal.

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