HR2343 expands Medicare Part B to cover at-home augmentation therapy for Alpha-1 Antitrypsin Deficiency, creating a new reimbursement channel for manufacturers. The bill has 51 cosponsors and broad bipartisan support but remains in early committee stage. Grifols and Baxter are primary beneficiaries, with estimated $50-100M annual revenue upside each.
→ CMS must reimburse for augmentation therapy delivered via qualified home infusion suppliers, expanding the addressable patient population from those able to receive in-clinic infusion to those preferring or requiring at-home treatment
HR2343