Polynovo shares surge on growth potential from US medicare overhaul

Published 02/09/2025, 05:26
© Reuters.

Investing.com-- Shares of Australian medical technology firm Polynovo Ltd (ASX:PNV) surged on Tuesday after the company said it could benefit from a proposed overhaul of U.S. Medicare reimbursement rules for outpatient wound care.

The Centers for Medicare & Medicaid Services (CMS) has proposed a flat reimbursement rate of $806 per square inch for skin substitutes, replacing the current model that rewards physicians with a percentage of product costs.

The change, aimed at cutting government spending that topped $10 billion in 2024, is expected to reduce incentives for high-cost products and promote clinically proven, cost-effective options.

PolyNovo said its NovoSorb wound-healing products would remain profitable under the new system, with margins intact and competitiveness enhanced.

Sydney-listed shares of the company advanced as much as 26.6% to A$1.665, but later pared gains to trade 6.8% higher at A$1.405 as of 04:15 GMT.

“Outpatient product application … is a significant potential growth area for PolyNovo’s products,” Acting CEO Robyn Elliott said.

"We are currently assessing the optimal commercial model for accessing this market opportunity," he added.

A final decision on the proposal is expected in November, with implementation slated for January 2026.

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