Jul 23, 2026 · 22 min · 9 segments
For over two decades, the **President’s Emergency Plan for AIDS Relief (PEPFAR)** has served as the bedrock of the global HIV response, saving more than **26 million lives** across over 50 countries…
So in early 2025, a 90-day pause was placed on new obligations and disbursements of U.S. foreign assistance.
Basically, a massive freeze.
A huge freeze.
But, you know, there was an immediate recognition that just stopping everything cold turkey would be a humanitarian catastrophe.
Obviously.
So a strategy was formed to issue waivers.
The idea was to use these waivers to build a protective wall around what were deemed life saving services.
So they were trying to protect the core stuff.
Exactly.
Everything else was essentially on the chopping block.
But if you were actively treating someone, you were supposed to be safe.
OK, but that was just the intent on paper, right?
Right.
Because it relies on a profoundly siloed view of health care.
It assumes you can physically isolate the act of handing a patient a pill from the massive invisible system that gets the patient into the clinic in the first place.
Which you just can't do.
No.
And the data from the Pulse study shows us that this treatment-only waiver system largely functioned as an illusion of protection.
Yeah, the numbers coming back from the frontline clinics are just wild.
Despite having these explicit waivers meant to keep their doors open and fully operational, over 60 percent of organizations providing prevention of mother to child transmission reported disruptions to their services.
Sixty percent.
Yeah.
And over a fifth of the organizations providing core HIV care and treatment had to stop at least one service permanently.
And if you look at the financial data attached to those clinics, overall treatment spending still plummeted by 15% between fiscal year 2024 and 2025.
So in early 2025, a 90-day pause was placed on new obligations and disbursements of U.S. foreign assistance.
Basically, a massive freeze.
A huge freeze.
But, you know, there was an immediate recognition that just stopping everything cold turkey would be a humanitarian catastrophe.
Obviously.
So a strategy was formed to issue waivers.
The idea was to use these waivers to build a protective wall around what were deemed life saving services.
So they were trying to protect the core stuff.
Exactly.
Everything else was essentially on the chopping block.
But if you were actively treating someone, you were supposed to be safe.
OK, but that was just the intent on paper, right?
Right.
Because it relies on a profoundly siloed view of health care.
It assumes you can physically isolate the act of handing a patient a pill from the massive invisible system that gets the patient into the clinic in the first place.
Which you just can't do.
No.
And the data from the Pulse study shows us that this treatment-only waiver system largely functioned as an illusion of protection.
Yeah, the numbers coming back from the frontline clinics are just wild.
Despite having these explicit waivers meant to keep their doors open and fully operational, over 60 percent of organizations providing prevention of mother to child transmission reported disruptions to their services.
Sixty percent.
Yeah.
And over a fifth of the organizations providing core HIV care and treatment had to stop at least one service permanently.
And if you look at the financial data attached to those clinics, overall treatment spending still plummeted by 15% between fiscal year 2024 and 2025.
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