DaVita said DefenCath’s post-TDAPA reimbursement could fall significantly in 2027

On October 29, DaVita said the DefenCath post-TDAPA add-on payment is recalculated quarterly using volume and ASP, and its current expectation is that the amount will drop significantly from Q1 to Q2 2027, then remain low or decline through H2 2027. On October 30, CRMD fell 25.46% to $5.70, its 52-week low; the cited sources do not establish how much of the move was attributable to this warning.