Stories

New DOL rules clarify excepted benefit pathways for fertility coverage. Progyny's 9% stock drop signals concerns about margin compression as drug costs fall.

White House-EMD Serono IVF deal cuts drug costs 84%. Analysis of competitive impacts, clinic valuation risks, and regulatory implications for fertility investors.

Private equity firms control 30% of U.S. IVF cycles. Analysis shows 27% more treatments and 14% higher success rates, but concerns about costs and access remain.