To amend title XVIII of the Social Security Act to exclude urological and ostomy supplies from competitive acquisition programs under the Medicare program for 5 years, and for other purposes.

Rep. Murphy (R-NC) introduced HR 10787 on October 9, 2026, which was subsequently referred to the House Committees on Energy and Commerce and Ways and Means. The bill is in an early legislative stage. The core mechanism is an amendment to the Social Security Act to exclude urological and ostomy supplies from Medicare's Competitive Acquisition Program (CAP) for five years. There is no authorized spending; the bill is a regulatory exemption that prevents CMS from using competitive bidding to lower reimbursement rates for these specific supplies. No convergence signals were provided in the candidate context, so this analysis stands alone as a niche protectionist maneuver within Medicare policy. The structural winners are companies with direct exposure to Medicare Part B urological and ostomy reimbursement. $BDX (Becton Dickinson) is the primary beneficiary given its market-leading position in urological catheters and drainage systems. $SNN (Smith & Nephew) benefits through its Advanced Wound Management and Ostomy Care segments. (Owens & Minor) benefits as a distributor of these medical supplies. The legislative path is long: the bill must pass through two committees, receive a House floor vote, find a Senate companion, and be signed into law. The early stage and narrow scope make this a monitoring event rather than an immediate catalyst.