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Expanded payer coverage typically reduces reimbursement risk and can unlock adoption of new therapies, potentially lifting ANGO's near-term revenue and sentiment; historical moves follow similar coverage expansions when large payers signal willingness to reimburse specialized therapies.
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Humana expanded Medicare Advantage coverage by applying LCD L40205 to AngioDynamics' IRE therapy. The update may lower reimbursement hurdles and expand eligible patient access, potentially lifting utilization in Humana plans. If other payers follow, the near-term revenue momentum for ANGO's IRE could improve.
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