CMS

DogsAreOurFriends

More like Social Security and CMS. Maybe some defense, on the logistics side.

oaksapollo

I wouldn’t characterize the convertible as toxic.  If they raise at less than $1, the convertible price adjusts to that price, which seems fair and reasonable. We’re talking 2024 convertible right?  Before that they had a horribly dilutive convertible deal with Ayrton, but the 2024 deal replaced it.   There is no urgent need to raise cash.  They just need to get this CMS coverage in the next month or so and things will turn around quickly. 

HasFiveVowels

I tried to ninja edit but I think I missed the window. To answer your question… I work for a multi-national corporation (not in the tech sector) that employs a few hundred devs to handle their internal systems. I’ve also worked on several hobby projects. In one case, I wired up my mom’s company’s CMS into postgis in order to… here, let me find my previous comment that describes it… here you go. [https://www.reddit.com/r/ExperiencedDevs/s/IpjGfXiAx0](https://www.reddit.com/r/ExperiencedDevs/s/IpjGfXiAx0) The thing that makes me determine it’s good is decades of experience and the fact that I designed it well. I didn’t tell the AI "make it gud". That’s where the skill of using it lies: figuring out how to reliably (and verifiably) produce what you would have produced anyway.

HasFiveVowels

I tried to ninja edit but I think I missed the window. To answer your question… I work for a multi-national corporation (not in the tech sector) that employs a few hundred devs to handle their internal systems. I’ve also worked on several hobby projects. In one case, I wired up my mom’s company’s CMS into postgis in order to… here, let me find my previous comment that describes it… here you go. https://www.reddit.com/r/ExperiencedDevs/s/IpjGfXiAx0 The thing that makes me determine it’s good is decades of experience and the fact that I designed it well. I didn’t tell the AI "make it gud". That’s where the skill of using it lies: figuring out how to reliably (and verifiably) produce what you would have produced anyway.

jonneh

Peter Thiel’s 🐍 new positions in Q2 from his 13F, all energy and Amazon: $AMZN — $118.0M | 28.2% $VIST — $75.9M | 18.1% $VST — $59.1M | 14.1% $AEP — $42.2M | 10.1% $DTE — $40.3M | 9.6% $FE — $39.9M | 9.5% $CMS — $39.6M | 9.4% $XE — $3.7M | 0.9%

oaksapollo

You should take a look at LUCD. They have a new esophageal cancer screening test, Esoguard. It's a quick 2 minute, office based test (no sedation, no prep). Same screening paradigm as Cologuard - if you get a positive, you need to be scoped. The market is completely untapped and Esoguard is the only game in town. All of the major guidances (NCCN, AGA, AFS, etc) already recommend it's use, so they're just waiting for payer coverage (CMS any day now). Once they have coverage they are the sole player in a $60 billion total addressable market (current cap about $200M). The primary risk is dilution. There is no regulatory risk, no risk of poor clinical trial outcomes. Risk/reward is the best I've ever seen in my 25 year career investing in biotech. Once coverage is in place, revenues are going to grow substantially for decades.

rair21

$20 is not out of reach IMO. I truly think there is a place for telehealth, mostly mitigating urgent care visits, some dermatology, and many types of follow up appointments. It's just going to take more time to catch on. Everything in our society has gotten more "touchless" but getting in your car and driving to see a dr in person is exactly how it was done 75 years ago. It's not going to replace all in person visits, but it is going to supplement them. CMS and HHS continually cite telehealth as a way to lower costs, and the idea has bilateral political support.

Anchises1

Im having a CMS for lunch today

GeoLogic23

Trump is again stopping a bipartisan bill to try and help himself get reelected. Just like when he tanked the bipartisan border bill prior to the last election. Meanwhile the White House is again proclaiming their [desire to have the hemp ban modified](https://www.marijuanamoment.net/white-house-pushes-congress-to-ensure-fair-treatment-of-hemp-products-by-calling-off-broad-recriminalization-law-set-for-november/) to allow full spectrum CBD products. It just seems so unlikely to me that this goes through in its current state, with the White House clearly opposed to it. I feel like it's much more likely it is eventually amended to align with the Medicare CBD policy, which allows for 3mg of THC. >The program being implemented by the Centers for Medicare & Medicaid Services (CMS) focuses largely on CBD but also allows products to have up to 3 milligrams of total THC per serving. I don't know how the federal government could implement the current hemp ban that says >0.4mg THC is unsafe, while simultaneously reimbursing senior citizens for buying 3mg THC products.

Zenin

Look at their business models. Take Salesforce for example: Frankly, their flagship CMS *sucks ass* and exists mostly out of shear momentum and vendor lock. It's *incredibly* expensive to code through the mountain of bs the platform requires developers to shovel through...but all that effort translates into MASSIVE "Professional Services" billable hours. AI is turning those thorny walled gardens into rubble almost overnight. No longer do you need anything close to the massive billable hours to implement some random custom feature. No longer is the cost to migrate to some other platform so massively expensive it looks cheaper to stay on the rent-seeking dog that is Salesforce. Yesterday we were building business specific "applications" on Salesforce's platform to try and "save effort". But today it's faster and far more effective to start from scratch and just build the business app in a container than it is to deal with the giant pile of steaming BS that is SFDX and Apex hell. F that noise and don't look back. So on the ground we're sheading uses cases for Salesforce left and right. We're a F500 so we'll likely have some Salesforce work for at least a few more years, but I fully expect we'll at least be in planning to migrate everything left off it a couple years from now (even if the execs today couldn't possibly imagine that future right now). On the ground the movement is clear, rent-seeking SaaS platforms like Salesforce are going to quickly become dinosaurs in an AI powered near-future.

LaZeR_Strike

CMS stands for Content Management System which is the UX/UI of the front end on your website. Significantly doubt that you've built a native CMS with chat gpt. You were also most likely talking about Customer Relationship Management (CRM) system like HubSpot. That I am also quite convinved you did not build in 5 minutes.

PlandomeProwler

WeBull ripping today anyone know why ? And Clov with 4.5 stars CMS gonna make me CUM

Sea_Cucumber_69_

Thats like 800k American, come back when that number is in USD not CMS. (Canadian Maple Syrup) 🤣

AllTimeTy

I’m a data engineer for a CMS contract and I don’t even give our own developers access to production data. When asking yourself “does this person need production data?” the answer is no 9/10 times.

ChawanMooshiDooBoo

FDA does not regulate lab developed tests. That's overseen by CMS through a CLIA certification.

ai-moderator

#TLDR --- Ticker: BLLN Direction: Up Prognosis: Buy Shares & 12/18/2026 $125 Calls Catalyst: 100% YoY revenue growth, positive free cash flow, and a gigabrain CEO who actually invented the tech and never misses a target. Biggest Risk: US Healthcare bureaucracy (CMS) deciding not to pay for it.

iAmTheWildCard

You’re correct there. Typically the feedback period after the advance notice doesn’t end with such a revision up on CMS’s side though. This time the move up from .9 to 2.5 was really a deviation from the norm - it was a pretty big shock. Who’s to say what will happen next year. With the current administration I don’t have much faith on an upward trend

paulraymondjohn

“Harmful” is >3mg of THC per the RFK/DrOz’s CMS coverage

GeoLogic23

Lobbyists also recognize 4/20, as the most cannabis/hemp related lobbying disclosures drop on this day. Somewhere around 50 disclosures referencing cannabis or hemp were filed on 4/20. A few notes from what I saw. Diageo has used lobbyist Harbinger Strategies since Harbinger was established in early 2015. Diageo just started using them for hemp in 2026Q1. This is the first mention of hemp/cannabis from Harbinger Strategies. Sazerac has used lobbyist S-3 Group since 2020. They just started using them for hemp in 2026Q1. National Association of Convenience Stores has used lobbyist Atlas Crossing since 2021. They just started using them for hemp in 2026Q1. Total Wine and More just filed several disclosures for using lobbyist Herrera Arellano. They appear to have forgotten to file any disclosures for them. [They just filed their registration for 4/13/2025](https://lda.senate.gov/filings/public/filing/427cf23a-d4f4-4c9c-8c4b-27568ec39bc4/print/), as well as their 2025Q2, 2025Q3, 2025Q4, and 2026Q1 disclosures. They were lobbying for hemp that entire time. Total Wine’s other most recent disclosure that shows they were lobbying for hemp was on 12/1/2025. At the time [I thought this was their first ever federal lobbying disclosure](https://www.reddit.com/r/weedstocks/comments/1pdy94a/comment/ns8m1yb/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). But they were lobbying for hemp for 8 months without disclosing it. Gulf Distributing Company registered with Maynard Nexsen in 2025Q4. They are lobbying for hemp beverages, and operate in Alabama, Mississippi, and Florida. They were the most recent episode of BeerNet Radio, where they discussed hemp a bit. They distribute alcohol, hemp, and are an exclusive partner with Red Bull for energy drink distribution. National Compassionate Care Council registered with Capitol Counsel on 3/1/2026. They are the coalition of medical focused cannabis companies formed after Trump’s EO. This group includes Tilray and High Tide. They are lobbying for: * Issues related to the rescheduling of marijuana, medical issues related to the federal definition of hemp (as defined in the Continuing Appropriations, Agriculture Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026), and implementation of the CMS Substance Access Beneficiary Engagement Initiative (BEI). Wine & Spirit Wholesalers of American (WSWA) and the Hemp Industry Farmers of America (HIFA) both filed their first disclosures after recently registering the same brand new lobbying firm. Nothing special in their disclosures. But these two groups are the only organizations being represented by Carson Consulting, which was founded in late 2025 by a senior director who just left WSWA. The guy who left WSWA to start Carson Consulting was previously an in-house lobbyist for Blue Cross Blue Shield from 2018-2022. This makes sense to be lobbying at the current intersection of alcohol, hemp, and medicare.

SpongEWorTHiebOb

The Medicare rate increase of 4% announced earlier this month may not be priced in. Recently several brokers have raised their price targets since the CMS announced this better than expected news. My personal target is $370.

WickedSensitiveCrew

Interesting one of the biggest green days in the year so far and UNH and other health insurance stocks are flat/red. Im guessing Trump/Congress has continued to say they want to cut healthcare funding to fund other stuff in budget outweighed the CMS rate increase.

TorukMaktoM

**Health Insurers**: Surged after the Centers for Medicare & Medicaid Services (CMS) finalized higher-than-expected payment rates for 2027. **Broadcom (AVGO)**:  up 6% following expanded AI chip deals with Google and Anthropic.

TorukMaktoM

**Today's Market Drivers & Factors** * **Geopolitical Crisis**: Markets were highly volatile ahead of an 8:00 p.m. ET deadline set by President Trump for Iran to reopen the Strait of Hormuz. A late-session rebound occurred after Pakistan’s Prime Minister proposed a two-week extension for negotiations. * **Energy Shock**: Oil prices surged early in the session due to the conflict, with **WTI Crude** trading near $115 per barrel—its highest since 2022. This has fueled concerns about "stagflation" as energy costs drive inflation while growth slowing down. * **Economic Data**: Durable goods orders fell 1.4% in February, more than the expected 1.1% drop, signaling a softening in manufacturing and consumer demand. * **Inflation & The Fed**: A New York Fed survey showed one-year inflation expectations rose to 3.4%. Major brokerages like [Goldman Sachs](https://www.reuters.com/business/finance/wall-street-brokerages-pencil-fed-rate-cuts-mid2026-2026-04-07/) now expect the first Federal Reserve rate cut to be delayed until September 2026.  **Notable Stock Moves** * **Health Insurers**: Surged after the Centers for Medicare & Medicaid Services (CMS) finalized higher-than-expected payment rates for 2027. * **UnitedHealth Group (UNH)**:   9.7% * **Humana (HUM)**:   8.6% * **Tech & AI**: * **Broadcom (AVGO)**:   6% following expanded AI chip deals with Google and Anthropic. * **Apple (AAPL)**:   nearly 4% on reports of engineering setbacks for its first foldable iPhone. * **Arm Holdings (ARM)**:   6% after a downgrade from [Morgan Stanley](https://www.cnbc.com/2026/04/06/stock-market-today-live-updates.html) citing a slow timeline for AI chip revenue.

TorukMaktoM

**Today's Market Drivers & Factors** * **Geopolitical Crisis**: Markets were highly volatile ahead of an 8:00 p.m. ET deadline set by President Trump for Iran to reopen the Strait of Hormuz. A late-session rebound occurred after Pakistan’s Prime Minister proposed a two-week extension for negotiations. * **Energy Shock**: Oil prices surged early in the session due to the conflict, with **WTI Crude** trading near $115 per barrel—its highest since 2022. This has fueled concerns about "stagflation" as energy costs drive inflation while growth slowing down. * **Economic Data**: Durable goods orders fell 1.4% in February, more than the expected 1.1% drop, signaling a softening in manufacturing and consumer demand. * **Inflation & The Fed**: A New York Fed survey showed one-year inflation expectations rose to 3.4%. Major brokerages like [Goldman Sachs](https://www.reuters.com/business/finance/wall-street-brokerages-pencil-fed-rate-cuts-mid2026-2026-04-07/) now expect the first Federal Reserve rate cut to be delayed until September 2026.  **Notable Stock Moves** * **Health Insurers**: Surged after the Centers for Medicare & Medicaid Services (CMS) finalized higher-than-expected payment rates for 2027. * **UnitedHealth Group (UNH)**:   9.7% * **Humana (HUM)**:   8.6% * **Tech & AI**: * **Broadcom (AVGO)**:   6% following expanded AI chip deals with Google and Anthropic. * **Apple (AAPL)**:   nearly 4% on reports of engineering setbacks for its first foldable iPhone. * **Arm Holdings (ARM)**:   6% after a downgrade from [Morgan Stanley](https://www.cnbc.com/2026/04/06/stock-market-today-live-updates.html) citing a slow timeline for AI chip revenue.

bjxxjj

yeah I grabbed a small position when it dipped earlier this year, wasn’t expecting a 10% after hours pop tbh. these CMS rate tweaks always feel boring until they’re suddenly not lol. still keeping it small though, policy risk with UNH is always kinda hanging there.

birdman1972

CMS announced new rates for 2027. Higher than expected and better than originally proposed. Supports the continued recovery in margin thesis.

UsedState7381

https://x.com/i/status/2041480425596416434 https://www.federalregister.gov/documents/2026/04/06/2026-06600/medicare-program-contract-year-2027-and-certain-contract-year-2026-policy-and-technical-changes-to Cannabis rescheduling has been mentioned by the CMS in this document, in regards to the CBD program: >"Should cannabis be rescheduled to Schedule 3, this would change it's status under the Controlled Substances Act, however rescheduling alone would NOT automatically make cannabis products allowable SSBCI unless the relevant products also meet other applicable State and Federal laws, including the FFDCA" There's more stuff in there worth reading.

1BigCountry

CMS had to release the final rate before the 6th. So it was known that the announcement would come yesterday

Own-Wolverine-5361

UnitedHealth has big dick after CMS finalizes 2027 Medicare payments

Mr_Doubtful

I work in the industry. It’s pretty standard for the % to come out above the proposal. It’s CMS way of flexing their authority.

trader_dennis

4:55 PM EDT, April 06, 2026 (Benzinga Newswire) Health insurer stocks are surging after the market close on Monday, following the Centers for Medicare and Medicaid Services (CMS) finalized [payment policies for 2027](https://www.benzinga.com/news/health-care/25/11/49083625/cms-unveils-2027-rule-to-refocus-medicare-advantage-on-outcomes). * **CVS Health stock is showing exceptional strength.** [**What’s behind CVS gains?**](https://www.benzinga.com/quote/CVS) # Health Insurer Stocks Rise After The Bell The CMS released the 2027 Medicare Advantage (MA) and Part D rate announcement after the close on Monday, projecting a net average increase of 2.48% next year. Shares of **CVS Health Corp** [(NYSE:](https://www.benzinga.com/quote/CVS)[CVS](https://www.benzinga.com/quote/CVS)), **UnitedHealth Group Inc** [(NYSE:](https://www.benzinga.com/quote/UNH)[UNH](https://www.benzinga.com/quote/UNH)), **Humana Inc** [(NYSE:](https://www.benzinga.com/quote/HUM)[HUM](https://www.benzinga.com/quote/HUM)) and **Elevance Health Inc** [(NYSE:](https://www.benzinga.com/quote/ELV)[ELV](https://www.benzinga.com/quote/ELV)) all moved significantly higher after the announcement. The anticipated increase includes consideration of the various elements that impact MA payments, including growth rates of underlying costs, 2026 Star Ratings for 2027 quality bonus payments, and risk adjustment updates. "Medicare Advantage and Part D should work for the people who rely on them," said CMS Administrator **Mehmet Oz**. "These updates keep coverage affordable and ensure patients get real value from their plans."  Here’s a look at the after-hours price action of the aforementioned tickers at the time of publication on Monday: * **CVS:** up 9.48% at $80.22 * **UNH:** up 9.34% at $307.72 * **HUM:** up 11.58% at $203.80 * **ELV:** up 5.83% at $320.25 *Image:* [*Shutterstock.com*](http://Shutterstock.com)

AmericanBaizuo

The latest dip was due to the proposed CMS rate of 0.09%.... which was CLEARLY a low ball tactic.  It tanked the stock to 285 immediately and drifted into 270s. The real 2.48% is out so it jumped to 307 and likely to drift higher to normalize.

iAmTheWildCard

No, there’s a pretty wide window CMS has to drop the final notice - it’s not a static date

iAmTheWildCard

Pretty big rate jump from CMS. The initial .09% increase was laughable

graavejrsdag

CMS rates are out, higher than anticipated

xeuropa

CMS finalizes 2027 Medicare Advantage payments with a 2.48% rate increase

Jimbob404error

CMS rates

softboiledjadepotato

CVS too... CMS raised rates 2.48% over expected .09%

patelchief90

for those wondering UNH and other managed care pumping due to CMS payout percent change to higher

AverageNo130

Federal health officials on Wednesday announced the launch of a new Trump administration initiative to cover up to $500 worth of hemp-derived products each year for eligible patients. The program [being implemented by the Centers for Medicare & Medicaid Services (CMS)](https://www.marijuanamoment.net/feds-detail-plan-to-cover-up-to-500-in-hemp-cbd-and-thc-products-for-medicare-patients-under-program-launching-next-week/) focuses largely on CBD but also allows a certain amount of THC in products. MM

jmu_alumni

“It does not allow CMS to sanction the possession and use of illegal and dangerous Schedule I substances by Medicare patients without clear congressional authorization” Alsmost like removing cannabis from S1 will help the government’s argument against lawsuits

volckerwasright

SAM is suing to halt the CBD rollout: https://learnaboutsam.org/wp-content/uploads/2026/03/SAM-Complaint-CMS.pdf https://x.com/learnaboutsam/status/2038970194534543694

Tonyfrose71

As of March 30, 2026, Charlotte's Web Holdings, Inc. (CWBHF/CWEB) has entered a significant growth phase driven by its partnership with the Center for Medicare and Medicaid Innovation (CMMI) to supply CBD products to senior cancer patients. While the company recently welcomed new CMS guidance that expands access to its full-spectrum hemp products, the stock has experienced mixed trading and high volatility.

Tonyfrose71

You don’t see the upside Charlotte‘s Web serving CMS This explosive upside let’s see what happens in this is happening next week. The stock will go up in dollars soon. This is a step in the right direction to Rescheduling 3 be optimistic

FormalOperational

In addition to AI and data infrastructure, retards are chomping at the bit for exposure to the private companies doing business with the US federal government: Databricks (DHS & IRS), OpenAI (DoD), Anduril (Army), SpaceX (NASA & DoD), dbt/Fivetran (CMS), and Vanta (various for FedRAMP authorization). I can see this running up some more until the underlying companies start to IPO, then it should start correcting. Or September when the restricted shares unlock, whichever comes first.

Tonyfrose71

POLITICSFeds Detail Plan To Cover Up To $500 In Hemp CBD And THC Products For Medicare Patients Under Program Launching Next Week Patients enrolled in select federal health insurance programs could have up to $500 of hemp-derived products covered each year beginning as early as April 1, according to new details about the cannabis initiative that’s being implemented by the Centers for Medicare & Medicaid Services (CMS). The new details about the rules for the CBD pilot program come weeks after a co-founder of the hemp company Charolette’s Web, which has been collaborating with CMS, said the agency had already finalized its plans for federal health insurance coverage of cannabidiol. Bill Morachnick, CEO of Charlotte’s Web, said in a press release on Monday that they are “grateful for CMS’s thoughtful approach in expanding access and creating space for responsible, evidence‑based hemp wellness conversations in clinical settings.”

Tonyfrose71

The new details about the rules for the CBD pilot program come weeks after a co-founder of the hemp company Charolette’s Web, which has been collaborating with CMS, said the agency had already finalized its plans for federal health insurance coverage of cannabidiol. Bill Morachnick, CEO of Charlotte’s Web, said in a press release on Monday that they are “grateful for CMS’s thoughtful approach in expanding access and creating space for responsible, evidence‑based hemp wellness conversations in clinical settings.”

hambone_83

>Participating organizations may provide eligible hemp products worth up to $500 per year for each eligible beneficiary, but CMS says Medicare will not reimburse those costs. CMS says eligible products must be legal under federal law and also legal in the state and local jurisdiction where they are offered. The products must come from lawful hemp sources and must be tested by third parties for strength, heavy metals, pesticides, solvents and microbes.

hambone_83

> I may have been mistaken, but I had an impression that there were going to be select suppliers approved by CMS to participate in the program (such as CWEB), but that doesn't seem to be the case either based on their most recent guidance, which seems to extend eligibility to any federally compliant hemp derived product I was under this impression as well. A defined number of companies were going to be picked to supply a small number of clinics to start and see how she goes. The first guidance out from CMS makes it seem like anybody with CBD that meets standards is allowed to participate and its going to be who makes relationships with these clinics. If this is the case, then I'm not as optimistic about what numbers will look like. However I also believe there will be more guidance given as this is very ambiguous. So there could definitely be a list of companies that are only allowed to participate. Also you are correct as there are lots of competition in the CBD space so unless there is some moat with being short listed this will be very competitive.

Tiaan

> Clinics/Doctors have to form partnerships with suppliers and its the clinics that get they $500 rebate to buy product to give to their patients. CWEB is involved in way more associations and trials than anybody else but VFF is doing work in that space with clinical trials, having people on their board and such. I don't think many people who were hyping up this program realized that this is how the rebates were going to work. I saw many people specifically hyping CWEB with messaging like "they're going to be the sole supplier for the pilot that will eventually result in millions of seniors being reimbursed for their CBD and a run rate for CWEB of over $1b in sales." But the reality, like you said, is that it will be limited healthcare facilities being able to offer CBD products to their patients and possibly be reimbursed up to $500/patient if they can demonstrate that these products reduced their overall cost of healthcare and improved outcomes under strict CMS oversight. There's many companies selling federally compliant hemp derived products today. My parents regularly order CBD products from two of them and neither of them are CWEB, VFF or even a publicly traded company. I may have been mistaken, but I had an impression that there were going to be select suppliers approved by CMS to participate in the program (such as CWEB), but that doesn't seem to be the case either based on their most recent guidance, which seems to extend eligibility to any federally compliant hemp derived product

hambone_83

Had some time to kill this morning so decided to educate myself as best as possible on this pilot program. Also wanted to do more research to see how my investment pick for playing this opportunity (VFF) is aligned vs competitors. This is my research so do your own due diligence: * Charlottes Web seems the best situated to win early on. They have a federal partnership with CMS and have the most robust turn key solution for clinics/doctors. Basically a doctor fills out a form and setups a portal and they are given information and product recommendations to start right away with little effort on their part. They are also the biggest player in the space (grow capacity) * VFF (CBDistillery) has its own turn key setup for clinics but its not as robust as CWEB. This makes sense as VFF has many irons in the fire (Canada, Europe, now this) while this program is a big deal for CWEB so they would put more effort here. VFF also only has a 25K facility which is on the smaller end * Clinics/Doctors have to form partnerships with suppliers and its the clinics that get they $500 rebate to buy product to give to their patients. CWEB is involved in way more associations and trials than anybody else but VFF is doing work in that space with clinical trials, having people on their board and such. * CWEB products are priced at the higher end of the market and VFF products come in around 20-40% cheaper from what I could find. For example comparing CBD capsules the $500 threshold would but 4 bottles of CWEB but 10 bottles of VFF (same amount of CBD in each bottle - different dosage per capsule) * Of note, there are a number smaller private players around the US that are even cheaper than VFF - which also have the same GMP & hemp certifications and go through the proper testing requirements. My opinion, CWEB should have the biggest boost right away as they are the most well known, have the strongest partnerships plus can deliver the most supply. But will be interesting to see how the landscape evolves. Since its the clinics purchasing the products for clients, I would assume they would eventually migrate to cheaper products to give more medicine for the $500 (not caring about what brand they are using). As long as they feel confident the product is safe, tested and works. Interesting to learn, don't make this a key driver to your investing choices and not financial advice

AverageNo130

 Centers for Medicare & Medicaid Services (CMS)  April 1 program starts afaik

UsedState7381

CBD reimbursement program will start on April 1st. CBD products of the program are allowed to contain up to 0.3%THC, in compliance with 2018 Farm Bill rules(which brought fourth the hemp loophole). https://www.cms.gov/priorities/innovation/substance-access-beneficiary-engagement-incentive >Eligible hemp products are limited to federally legal hemp-derived products containing no more than 0.3% delta-9 THC and expressly excludes inhalable products, any products containing more than 3 mg per serving of tetrohydrocannabinols (such as delta-8-tetrahyrdocannabinol, delta-10-tetrahyrdocannabinol, and tetrahydrocannabinolic acid) in an orally administered form, and any products containing cannabinoids not naturally produced or capable of being produced by or in the cannabis plant during its cultivation. >The definition operates within the 2018 Farm Bill’s hemp provisions and does not override the Controlled Substances Act or authorize Schedule I substances. To be eligible, hemp products must also comply with applicable state and local laws. >If the legal limits on hemp-derived products changes, as with Section 781 of the FY2026 Agriculture Appropriations Act, CMS will adjust its definition in accordance with the law.

scruffman99

I appreciate you trying, bro. I’m really not trying to be a jerk, but you really need to use some critical thanking skills here. i’m sure for the longest time you’ve built this persona around yourself that you’re a good Democrat and Democrats are good but when you look at the facts, the opposite is true. 1. Subverting Democratic Elections Trump’s efforts to challenge the 2020 election were aggressive and ultimately rejected—but they were pursued through legal channels, and the system held. Courts ruled, states certified results, and the transfer of power occurred. 👉 Contrast: There were active efforts to remove Trump from ballots in multiple states using the Fourteenth Amendment Section 3. State officials in places like Colorado and Maine attempted to disqualify a leading presidential candidate from appearing on the ballot, backed by coordinated legal challenges and political support networks. 👉 Point: Using institutional and legal mechanisms to try to exclude a top candidate from the ballot before voters can decide is far closer to authoritarian—or even fascist-style—election control, where systems are used to limit voter choice, than post-election legal challenges that were ultimately rejected. ⸻ 2. Weaponizing the Justice System Rhetoric about investigating political opponents is not new and doesn’t equal fascism without a demonstrated pattern of systematic prosecution or imprisonment. That did not occur during Trump’s presidency. 👉 Contrast: Federal agencies were used to impose sweeping compliance mandates across industries (OSHA, CMS), conditioning employment and participation on adherence to executive policy. That’s not hypothetical—that’s centralized state power directing behavior across the economy, which aligns more closely with authoritarian governance in practice. ⸻ 3. Dehumanizing Rhetoric Inflammatory language should be criticized, but rhetoric alone is not fascism without coordinated state action to suppress or target groups. 👉 Contrast: Millions of workers faced real employment consequences tied to federal mandates (vaccination or testing requirements, healthcare mandates tied to federal funding). That’s government-backed coercion affecting livelihoods, which is materially closer to authoritarian control than political rhetoric. ⸻ 4. Invoking the Military for Domestic Control Discussion of using the Insurrection Act exists within established legal precedent and has been used historically. It’s controversial, but still داخل the constitutional framework. 👉 Contrast: Leveraging federal funding and regulatory authority to force compliance across entire sectors is a direct, applied form of centralized control, not a hypothetical scenario. That’s where concerns about authoritarian—or even fascist-style—governance become grounded in actual policy. ⸻ 5. Demand for Loyalty / Schedule F Schedule F is a debated restructuring of the civil service, but it remained a proposal and fits within a long-running debate about executive control over bureaucracy. 👉 Contrast: Broad federal mandates dictating workplace behavior nationwide—and later limited or struck down by courts—show executive action actively testing and exceeding limits in practice, which is a more tangible example of authoritarian governance than a proposed policy chang

chasfly34

On March 13, 2026, the **U.S. Food and Drug Administration (FDA)** submitted a notice titled **"Cannabidiol (CBD) Products Compliance and Enforcement Policy"** to the **White House Office of Information and Regulatory Affairs (OIRA)** for review.  Key Details of the Submission * **Official Status:** The filing is listed on [Reginfo.gov](https://www.reginfo.gov/public/do/eoDetails?rrid=1312062) (RIN: 0910-ZC82) as a pending regulatory review under **Executive Order 12866**. * **Classification:** It is currently categorized as a **"Notice"** rather than a formal rule. * **Content:** While the full text has not yet been released publicly, the document is expected to clarify how the agency will regulate and enforce rules for CBD products moving forward.  [Reginfo.gov](http://Reginfo.gov) \+3 Broader Context This move follows years of regulatory uncertainty and significant federal shifts in early 2026:  * **Federal Alignment:** The submission aligns with a December 2025 executive order signed by **President Trump** aimed at expanding medical marijuana and CBD research. * **Health Insurance:** Industry observers suggest the policy may be linked to new **Medicare** initiatives or revisions to **CMS** policies that could allow for federal insurance coverage of certain CBD treatments. * **Impending Restrictions:** The policy arrives as the industry prepares for separate statutory changes under **Section 781** (set for November 2026), which will impose stricter per-container THC limits and likely reclassify many full-spectrum products as controlled substances.  Marijuana Moment +4 The OIRA review is a standard step before a policy is published in the **Federal Register**, allowing the public and industry stakeholders to soon see the FDA's formalized enforcement priorities. 

EricMichaelis

Hmmmmm: January 26, 2026: CMS released its 2027 Advance Notice for Medicare Advantage, proposing a dramatically low +0.09% payment increase. Analysts had priced in a 4% to 6% bump. January 27, 2026: UNH stock crashed roughly 20% in a single day, wiping out nearly $96 billion in market cap. February 25, 2026: The critical public comment window for the proposed CMS rates closed at 11:59 PM ET. February 25, 2026: On this exact day, Senator Mullin purchased between $50,001 and $100,000 of UNH stock. April 6, 2026: CMS is legally required to announce the Final 2027 rates 🗿

Familiar_Potato1244

The biggest immediate catalyst is the [Nurse.org](http://Nurse.org) Best AI Tool award winner announcement on March 16. They’re waiting for the first EMR Customer Onboarding PR (which started in Jan) and the tailwinds from the CMS HOPE mandate forcing facilities to automate. With a tiny 3.2M float and +70% sequential revenue this will fly anytime soon

aidettec

You mentioned the CMS HOPE mandate. Why is that specifically a catalyst for amesite and not for bigger EMR players??

Familiar_Potato1244

That's another big catalyst. The CMS (the govt agency that handles Medicare) dropped a mandate called HOPE that forces hospice and post acute providers to do massive new assessments. It’s a regulatory nightmare for them. Amesite is literally built for this. Since their AI is already integrated into the workflow, they can auto fill these government forms. For a hospital, this isn't just a nice tool, it saves them from fines and lost reimbursements. Also, that kind of product is recession proof because the government literally mandates the paperwork.

cyberspace-_-

This is how news outlet CMS looks like haha. That's why you can read the same article over multiple sources and languages.

Me-Regarded

It's not. Go try and AI a website for a business. Need a CMS platform, security, backups, often plugins, payment processing, store, do much. AI can't do jack for a serious website

Silver_Surfer_60

That's why I invested the amounts in "baby bonds" offered by SO, CMS, and NEE. The RoR is predictable and over 6% either due to their issuance rate or their discount to par. They are large regulated utility company bonds with maturity dates in the late 2070s or 2080.... well after I'll be gone. I bought most of them at a discount to par so their yield is over 6% and if their redeemed, I'll make a profit.

Agreeable_Safety3255

The executive branch is responsible for enforcement of statutory laws, think CMS for example. If congress passes a law that specifically states that providers can no longer bill outside of networks, Congress will also designate an agency to enforce that law. In this case it was CMS. This applies to other federal agencies and laws passed by Congress, the executive branch enforces laws passed by Congress through the federal agency (under the executive) that is responsible. And the attorney General heads DOJ, which is also under the President.

ChrisUndSeinSchiss

Clover doesn't want to dethrone EPIC. EPIC is an EHR while Clover is just a software. It's more like an adaptation within the EHR. Imagine yourself EPIC as a database, while Clover is using the database to highlight risks and detect chronic diseases earlier (through their AI and collecting additional data at each point of care). Both save money. A lot. But which, of course, takes time as we are talking about humans. However, Redditors have no patience. This is a stock for investing, not for trading. They stated back in January that 2006 will be the first year of GAAP Net Income profitability. This is huge! Especially while other providers are struggling! If they can confirm and be more precise in their next week's earnings call + maybe some comments/numbers on SaaS deals. This is not a meme stock anymore! They actually align perfectly with the new CMS guidelines. Check for yourself!

Sudz35

I know right! I'm new to Reddit. I posted this just to see reactions. I'm actually a long term holder but I did sell my leveraged shares today right before close! Now let's get this CMS proposal adjusted and run to 400 already.

Twist_of_Fate_44

So just to understand, the article title states this: **Federal Agency Finalized Rule For CBD Medicare Coverage Pilot Program Weeks Ago, Key Hemp Stakeholder Says** And then goes on to say further: *Jared Stanley, co-founder of the cannabis company Charlotte’s Web, said on a webinar with other group of cannabis industry stakeholders this week that the rulemaking for CBD coverage that’s being spearheaded by the CMS Innovation Center* ***was internally finalized about two weeks ago****.* Pure coincidence I'm sure, but look back when the CWEB chart really started pumping. Jan 28th, so about two weeks ago!! lol

AverageNo130

As cannabis industry stakeholders await action on a marijuana rescheduling proposal, the Centers for Medicare & Medicaid Services (CMS) has finalized a rule to provide federal health insurance coverage for CBD, according to an executive with a hemp company that’s been collaborating with the agency on the initiative. MM

Icy_Letterhead4893

Hey, fair enough, you got me on the RHTP awards... CMS announced them December 29, all 50 states got funded. My info was stale on that one, though worth noting the money doesn't actually start flowing until October 2026 so we're not there yet. On BetterHelp insurance, Divita confirmed 12 states plus D.C. at year end in his Healthcare Dive interview two weeks ago, so if the site shows 20 now that's moving fast. "All 50 by end of 2026" vs Murthy's "largely national" phrasing does leave some wiggle room though. Honestly what I'm really watching on the Feb 24 call is whether they break out insurance vs cash pay conversion rates for BetterHelp. Because if in network conversion is meaningfully higher that changes everything about whether this segment is a drag or an asset. If they dodge that number again then the insurance pivot is still a narrative, not a thesis.

rair21

RHTP Awards are announced and some have even been distributed.[CMS Link](https://www.cms.gov/newsroom/press-releases/cms-announces-50-billion-awards-strengthen-rural-health-all-50-states) I agree Uplift is supposed to fix the leaky bucket of Better Help. The rollout has been going pretty quick. They are up to 20 states according to their website now. I expect they will be taking insurance for Better Help in all 50 states by the end of 2026.

Icy_Letterhead4893

Yeah you clearly follow this closer than most, good stuff. Couple things though... Wellbound was actually announced July 15, not August, and the virtual sitter has been live since November 2024 so not really a 2025 catalyst. The RHTP part is where you're jumping the gun a bit. That's a $50B program over five years across all states, TDOC is one of five coalition members, and CMS hasn't even announced awards yet. I do think the UpLift acquisition is the sleeper nobody's talking about... if in network conversion rates are meaningfully higher than cash pay, that's what actually stops the BetterHelp bleeding, not the subscription tweaks. Worth noting Q1 2025 FCF came in negative so "nearing $200M" for the full year is still a bet, not a fact. But yeah new management is doing real things while everyone's still stuck on the $19B goodwill write down narrative.

BigOunce854

lamo, money flow like this. CMS --> State --> Insurance provider --> hospital/ clinic / vendor. so why not just yolo insurance provider like UNH ? 🤔

ULTIMATENUTZ

Hands down best buy you can make is UNH - the CMS advance rate notice was vapor and the devil is in the details. The final rate notice first week of April will be 4-5% and it’s off to the races rest of year.

Possible-Material693

How long until 🥭 tacos on health insurance and CMS rate? Portfolio is in shambles rn

OpticalAtrophy

Appreciate the thoughtful response. I do want to push back on one thing: I would be cautious about framing the 0.09% Medicare rate as "political rather than actuarial." The instinct is understandable, but CMS isn't negotiating so much as they're running a formula. If your thesis depends on the rate getting revised upward in April, you are making a regulatory bet. If it depends on UNH eventually repricing its products and managing its cost structure regardless of what CMS does, you are making a business quality bet. I am trying to make the latter. But, yes, I do agree: the cost ratio is the load-bearing wall of the entire thesis, and if 88.9% turns out to be structural rather than cyclical, I am simply wrong. I have been wrong before and the universe has shown no particular interest in sparing me from that experience. Good luck to you as well.

JohnMayerismydad

Prolly roasted. But if q1 earnings come in good and the CMS ups the Medicare payment rate for 27, then you could be in good shape.

gopoohgo

You forget all the Medicare Advantage companies are being investigated by DOJ and CMS for padding their patient diagnoses for increased payments. There isn't much appetite to throw them bones, when they have been caught stealing treats out of the snack bin.

Capital-Resident-131

Lmao UNH beats by a penny and still gets absolutely bodied in premarket. The Medicare rates being basically flat is brutal for all these insurers - nobody saw that coming except literally everyone who's been watching CMS tighten the screws for years

TibbersGoneWild

Didn’t he sell in December and it was just posted/filed the day before the CMS news?

Sudz35

Optum margins continue to get squeezed. And part of the bill Congress is trying to pass in the Senate strictly eliminates the spreads/profits to PBMs. In March UNH will provide final results from a 3rd party audit. And while it rarely happens the DOJ may consider the results to end their BS investigation. The day that happens the stock rallies 20%. Throw in renewed subsidies and a CMS increase to 3-4% and we're north of 400 instantly. But it will take time unless TACO happens this week! Happy trading!

Affectionate-Idea690

The current proposal is an Advance Notice, not a final rule.  Public Comment: The public and industry have until February 25, 2026, to submit feedback. The "Taco": Historically, CMS often "tacos" (folds) under pressure, slightly increasing the final rate from the initial proposal to appease both the industry and Congress. Final Announcement:  The final rates will be released by April 6, 2026.  If the final rates remain this low, it is highly likely that Congress will hold hearings or introduce legislation to adjust the funding formulas before they go into effect in 2027.  Calls 🤙 

Sudz35

I added some UNHG as well. Put some cash aside to buy any more dips. When this bounces back to 310 I'm out. Too much uncertainty right now with TACO and the DOJ. Management will continue to wander aimlessly until next year. The only positive is that the CMS proposal will likely change.

patelchief90

i’m not saying unh is gonna bounce right away but morons that are saying this is repeat of last year and going to $200 are utterly regarded. at that point you would’ve pricing in no growth and medicare rates sticking like CMS SAID and it ain’t gonna happen they’ll negotiate or tell the government fuck off and start managing their own medicare advantage money

awfulconcoction

I disagree. The underlying issue is the billing practices and unh basically defrauding the government by aggressively charting services. CMS cracked down and now the actuaries are forecasting lower costs. This isn't coming from the top for naked political reasons, there is an actual policy issue that may not be resolved as quickly as you hope.

FarrisAT

It’s already a giant shitshow Tons of doctors are quitting for private practices instead. It’s not worth being in the system. If CMS is going to price rates below Healthcare Inflation, for political reasons, then the Managed Providers will cut services and lose more doctors. All of this is going to get so much worse.

FarrisAT

They TACO’d last year. Preliminary 0% in January followed by a 3% in March final decision. Once again, the CMS rates are only a small piece of UNH’s revenue. Most of their money doesn’t come from Medicare Advantage or ACA subsidized plans. The issue is price and plan volatility. They got caught selling plans worth $10,000 for $9,700 and assumed annual CMS + ACA increases would move the revenue up to $10,500. Instead they lost some healthy users due to ACA subsidies ending, lost CMS rate increase, and lost money on Federal Investigations. What’s wild is that even now, UNH is set to make $15 EPS in 2026. Even with all these problems.

txholdem

unh in laymans term - 60% of unh revenue is from the government (medicaid and medicare advantage). yesterday CMS (the government) said they will have a freeze on pay raise 2027 (compared to 5% annual increase historically) because insurance companies allegedly claim sicker patients to get paid more. unh did relatively well after the announcement of biden's caps on insulin and drugs out of pocket max near the end of 2022. i don't know how, this time around, unh can pivot. maybe they were never supposed to be that profitable.

Visual_Breadfruit_39

UNH dropping 16% looks like a gift, but the fundamentals are actually degrading. I ran the numbers through scoring model and it’s only a 59/100 because of the MLR spike. If you want to see the specific data points I'm looking at (FCF yield vs CMS rates), here is full analysis: [https://ainvestor.biz/stock/UNH](https://ainvestor.biz/stock/UNH)

softboiledjadepotato

CMS proposal to cut reimbursements.. Love how this info comes right after close, and a day before earnings, guhhhh

softboiledjadepotato

Jesus what a stingy Government, proposing to cut reimbursements for Medicare and Medicaid.. Health care is already f\*cked here.. Imagine how many more denied claims will come down the pipeline if this CMS proposal sticks..

Ok_Cry7572

Trump Administration Proposes Flat Rates for Medicare Advantage, CMS and White House Say - WSJ - $UNH $HUM $CVS UNH down 7.5%

Me-Regarded

WOX down so much doesn't make sense. WIX is a DIY AI type of web builder, plus domains, ssl, hosting, SEO, etc. How would another AI chat slop do better? Plus ongoing maintenance, you need a CMS system, backups, etc. I'm a developer and think this is a buy on the whole AI replacing everything nonsense

thev0idwhichbinds

Medicare is insurance for old people. We spend lavishly on it. Boomers can expense golf lessons to medicare. The fraud I am talking about is doing things like setting up an LLC and using stolen social security numbers to bill medicare for durable medical equipment (wheelchairs , hearing aids, etc.) And then dissappear before CMS detects the fraud. You are thinking of medicaid, which is insurance for poor people. Less fraud in that because they are not a powerful political constituency so it mostly makes healthcare free. But medicaid is also a lot of wasted money. Most poor people live atrociously unhealthy lives and create enormously expensive healthcare costs.

Ok_Support_6454

> Now, Claude can pull coverage requirements from CMS or custom policies, check clinical criteria against patient records in a HIPAA-ready manner, and then propose a determination with supporting materials for the payer’s review. Lmao. Looking forward to getting my claims denied by an LLM!

Tangelo-Heavy

Figma doesn't compete with Adobe anymore. XD is now a thing in the past. Adobe's strength is now in the CMS space, and branding where they have another set of disruptors they're dealing with (i.e. SiteCore, Canva, etc.).

NicoDiPlaza

Recent news for FY26 CMS is gradually moving a large share of musculoskeletal and spine procedures off the “inpatient‑only” list and onto outpatient and ASC schedules, so more of these cases can be done as same‑day or short‑stay in lower‑cost settings instead of requiring a full hospital admission just to meet coverage rules. Orthobiologics are a natural fit for this shift because they promote fusion and healing with biologic grafts and matrices that work well in minimally invasive procedures, add minimal operating time, and avoid the large hardware constructs that often keep patients in the hospital longer. As more spine and musculoskeletal cases migrate into outpatient and ASC environments under the new CMS rules, the case mix increasingly favors techniques where biologics can show their value without inpatient “overhead,” leaving orthobiologics structurally better aligned with the same‑day/short‑stay model than traditional, hardware‑heavy approaches.

Incognew01

**January 1, 2026** is when the **final CMS Clinical Lab Fee Schedule (CLFS)** payment rate for OGM (CPT code **81195**) takes effect. This is a major milestone because it determines how much **Medicare will reimburse labs** for **OGM testing**.  The 2026 rate is high enough to make **OGM** ***financially viable*** **for many labs**.  Labs, hospitals, and payers are preparing now because **2026 is the first year OGM has a fully established, higher-paying, permanent reimbursement rate**.  This is the highest level of coding recognition, meaning: ·       The technology is accepted as clinically valid ·       It is expected to be used widely ·       Payers can no longer treat it as “experimental”  **2026** is the year **OGM becomes financially “real”** for the U.S. healthcare system.

yea-uhuh

Free CBD. Can't even give it away... Capitalism. * Centres for Medicare and Medicaid Services (CMS), led by Dr Mehmet Oz, will launch a pilot in April offering free, doctor-recommended CBD products to certain Medicare beneficiaries, subject to state laws and third-party testing. * This will recognise 6 million registered patients — 60% of whom use cannabis for pain — under the new classification

semisautomatichips

More like federal rule. I believe in the press conference it was explained that the administrator of CMS can prescribe that rule, but theres a process, which is why Dr Oz (Administrator) said it wouldnt happen until April 1

dave-alexander

As disappointing as the initial price reaction is, good things are yet to come! A lot of people are confused by today’s price action, so here’s a level-headed take. Yes the Executive Order was signed. Yes Schedule III is effectively locked in via federal directive. And yes CBD was explicitly addressed with CMS/FDA involvement (including Medicare pilot authority). So why the sell-off? This is classic “anticipation → confirmation → digestion.” Markets ran hard into the event, and short-term traders sold into the headline. Leveraged products (MSOX especially) exaggerate this move. That doesn’t mean the news failed — it means the market is repricing what actually changed. What actually changed (and matters long-term): • 280E is effectively dead → immediate EBITDA & cash flow improvement • Federal cannabis risk profile dropped permanently (Schedule I → III path) • CBD now has explicit federal legitimacy (FDA + CMS direction) • Institutional modeling must be redone (this doesn’t happen in one session) • SAFE Banking becomes politically easier, not harder Today wasn’t “the end event.” It was confirmation of a regulatory regime shift — and those never move in straight lines. If this were truly bearish, MSOS wouldn’t still be massively up from last week, and analysts wouldn’t be scrambling to update assumptions. This is digestion, not rejection. Big changes get priced over weeks and months, not one trading day. Stay grounded. This setup is structurally better than it was 48 hours ago — even if the tape doesn’t look pretty yet.

creemeeseason

CRMD released some test results: "Based on CorMedix's analysis of the data available through September 30, 2025, compared to historical controls, use of DefenCath demonstrated an overall 72% reduction in CRBSI, and a 70% reduction in hospitalizations secondary to CRBSI. The Company believes this represents a meaningful reduction in risk in some of the most vulnerable patients as well as a significant source of cost savings to the healthcare community and payors. CMS spends more than $3 billion per year on costs associated with CRBSI in the ESRD patient population, as the average CRBSI-related hospitalization is estimated to cost approximately $63,000, and up to $110,000 per incident when accounting for other sequelae." Part of the thesis around CRMD is that their drugs actually save their customers money by lowering infection rates, and this seems to back up that it's working. This thing is ready to explode if they announce pricing.