Marco's Morning Report

Sunday, July 26, 2026 · Cape Coral, FL

Normal day · full briefing

Good morning, Marco. Big one for you today: the 2026 AHA/ACC lipid guideline just got quantified, and the number is going to change how your admission med recs feel — 93.5% of adults 70–79 are now statin-eligible. Also a first-of-its-kind oral PCSK9 inhibitor, a quiet night over Iran for the first time in two weeks, and a Mets outfield that just got thinner. Coffee, then bed.

A · Top Stories

More than half of U.S. adults now qualify for a statin — and nearly every elderly inpatient you admit does

What happened — A new analysis out of Pitt and Michigan, covered this week, put hard numbers on the 2026 AHA/ACC multisociety dyslipidemia guideline. By widening risk assessment from ages 40–75 to 30–79, stretching the risk horizon from 10 years to 30, swapping the pooled cohort equations for the PREVENT equations, and adding stage 3+ CKD and HIV as standalone indications, the guideline made an additional 21.5 million adults statin-eligible — 87.5 million total, or 56.6% of adults 30–79. Eligibility climbs steeply with age: 93.5% of adults aged 70–79.

Why it matters to you — Effectively every geriatric admission on your service is now guideline-eligible for a statin, which means the interesting clinical question flips from "should we start one?" to "should we continue one?" The guideline's 30-year risk framing is built for a 45-year-old, not an 87-year-old with a two-year prognosis, advanced dementia, and eleven other pills. Expect more reflexive statin restarts at admission, more pushback when you deprescribe, and more family conversations that begin with "but the guidelines say."

Talking point: Worth raising at your next group meeting — a one-page internal note on statin continuation vs. deprescribing in patients >75 with limited life expectancy or goals-of-care limitations would land well right now, before the guideline filters into order sets and quality metrics. Medscape · UPMC/Pitt · U-M IHPI

First oral PCSK9 inhibitor (enlicitide) lands — a pill, not an injection

What happened — Enlicitide, the first orally administered PCSK9 inhibitor, was approved and is being welcomed by primary care as a practical option for patients who can't tolerate statins or don't reach targets on them. Reported July 23.

Why it matters to you — Two reasons. First, it pairs directly with the statin story above: the pool of "eligible but statin-intolerant" patients just got much bigger, and a pill is a very different discharge conversation than teaching an elderly patient or a caregiver to self-inject every two weeks. Second, it's a formulary and cost question that will hit your discharge med recs before it hits your admissions — worth knowing whether it's on your hospital's formulary and what the outpatient prior-auth pathway looks like, so you're not promising something at discharge that stalls at the pharmacy counter.

Suggested action: Ask pharmacy this week where enlicitide sits on formulary and whether there's a PA pathway, so your discharge summaries can point patients somewhere real. Medscape Internal Medicine

Update: First night without U.S. strikes on Iran in two weeks — talks confirmed, but Hormuz still unresolved

What happened — Iran reported no new U.S. strikes overnight into Saturday, the first such break in nearly two straight weeks of nightly attacks. Both sides confirmed talks are ongoing via mediators, though Tehran is still reviewing proposals and there's "not much progress yet," with fundamental differences over who controls passage through the Strait of Hormuz. Meanwhile the conflict is still spilling sideways: Saudi Arabia and the Houthis traded attacks, and Houthi strikes on two Saudi tankers in the Red Sea have made Bab el-Mandeb a second choke point alongside Hormuz.

Why it matters to you — This is the single biggest input into your pump price and your household energy bill right now. Brent slipped back below $98 on Friday but was still up more than 12% on the week; WTI eased toward $89. Hormuz transits were running at 15 a day against an 88-a-day pre-crisis baseline. A durable pause would take real pressure off fuel, freight, and the medical-supply costs that eventually show up in your hospital's budget conversations — but one quiet night isn't a trend.

Watch for: Whether the overnight quiet holds through the weekend. That's the tell on whether the talks are real. Al Jazeera · Al Jazeera live updates

B · The Debate

Should Congress tax oil companies' wartime windfall profits?

Why it's live right now: With Brent near $98 and pump prices back above $4, oil company earnings have surged — Global Witness counted at least $22 billion in Q1 2026 profits from the top six European majors, 43% above Q1 2025. Sen. Sheldon Whitehouse's Big Oil Windfall Profits Tax Act (S.4111) has picked up new attention, and a separate Wyden–Schumer–Bennet bill would raise the stock-buyback excise tax on large oil and gas firms from 1% to 25%.

The case FOR

The windfall isn't the product of anything the companies did — it's a war premium, created by missiles near a shipping lane, and paid for by drivers. That's the argument from Sen. Sheldon Whitehouse (D-RI), whose bill would tax crude sales at 50% of the gap between the current quarter's average price and the 2025 average, with roughly half of the excess routed back to lower-income Americans as rebates. He's framed the design as deliberately narrow: it applies only to producers and importers above 300,000 barrels a day, leaving about 70% of U.S. production untouched, so small and mid-size domestic drillers aren't caught in it. The distributional case is the sharpest edge — the same households paying the highest share of income at the pump are the ones the rebate is sized for. Environmental groups including the League of Conservation Voters are backing it.

NPR — "As oil company profits surge, so do U.S. calls for a windfall profit tax"

The case AGAINST

In a supply crisis, the last thing you tax is supply. That's the core of the Tax Foundation's position: prices are high because barrels are scarce, and a levy on producing those barrels reduces the return on the drilling, refining, and shipping that would actually bring prices down. They point to the 1980 Crude Oil Windfall Profit Tax as the test case — CRS analysis found it raised far less than projected while reducing domestic output and increasing reliance on imports, the opposite of what a country wants when a strait is contested. A tax pegged to a 2025 price baseline also can't distinguish a war premium from ordinary cyclical recovery, and the rebate mechanism hands money back to consumers in a way that props up demand while doing nothing for supply.

Tax Foundation op-ed · CRS background

Where it might land: The Senate adjourns for summer recess around Aug. 6–7 and leadership's stated priority for the remaining floor time is a government funding stopgap and a sanctions bill — so a windfall tax vote before September looks unlikely.

C · On My Radar

D · Trends to Watch

E · Ideas & Opportunities

H · Background / Already Covered