By skyforbes 
The One Big Beautiful Bill, enacted on July 4, 2025, marks the most sweeping U.S. healthcare policy shift in over a decade. Driven by political will to curb federal spending, the bill slashes nearly $1 trillion from Medicaid and other publicly funded healthcare programs over the next ten years. For patients, providers, and investors, these changes signal a period of volatility, reorganization, and potentially innovation.
According to a Congressional Budget Office (CBO) report released in June 2025, these cuts are projected to leave nearly 11 million people uninsured by 2034, with disproportionate effects on lower-income, rural, and aging populations. For investors, understanding the ripple effects of these changes is critical, especially as legacy care models falter and next-generation solutions attempt to fill the void.
Impact on Traditional Healthcare Models
Healthcare organizations that depend heavily on Medicaid reimbursement are expected to be the most immediately affected. Key segments at risk include:
- Managed Care Organizations (MCOs): MCOs serving Medicaid enrollees may see major revenue losses as enrollment shrinks and state contracts are renegotiated under tighter…