According to @mcuban, many cell and gene therapies are being carved out of payer plans, their prices are not falling, and some companies behind these therapies are getting acquired, underscoring persistent pricing power and consolidation pressure in CGT equities, source: https://twitter.com/mcuban/status/1995215355401171252. He adds that stakeholders are evaluating new payment models and points to a federal initiative, the CMS Cell and Gene Therapy Access Model, as a key framework under consideration, source: https://twitter.com/mcuban/status/1995215355401171252. CMS describes its CGT Access Model as enabling multi-state value-based purchasing and outcomes-based agreements to improve Medicaid access for high-cost cell and gene therapies, indicating payment structures that can tie reimbursement to patient outcomes, source: https://innovation.cms.gov/innovation-models/cgt-access-model. CMS further notes the model can centralize negotiation and administration of outcomes-based agreements on behalf of states, including outcome measures and financial terms such as rebates if outcomes are not achieved, which directly affects reimbursement mechanics and revenue recognition for CGT manufacturers, source: https://innovation.cms.gov/innovation-models/cgt-access-model.

According to @AnthropicAI, the company has joined CMS and the White House to sign the Health Tech Ecosystem pledge, a collaborative initiative aimed at improving health data sharing in the United States. Anthropic's Claude AI can facilitate access to comprehensive medical data for both patients and doctors, potentially streamlining healthcare services for millions. This move demonstrates growing institutional support for AI-driven solutions in healthcare, which could drive increased demand for blockchain-based health data management platforms and related crypto assets as secure data exchange becomes a priority. Source: @AnthropicAI