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 @CNBC, citing Bloomberg News, Novartis (NVS) is in talks to buy Avidity Biosciences (RNA) for more than $70 per share. According to @CNBC, the report did not disclose a definitive agreement or timeline, and the coverage did not mention any direct cryptocurrency market impact.

According to Stock Talk (@stocktalkweekly), Citizens JMP has reiterated its 'Outperform' rating on CRISPR Therapeutics (CRSP) and set an $86 price target, following a significant gene-editing M&A deal that marks a major milestone for the technology. The report highlights recent collaborations between Eli Lilly (LLY) and Verve Therapeutics (VERV), noting growing institutional confidence in gene-editing's commercial potential. For crypto traders, the surge in biotech M&A and institutional adoption of advanced gene-editing technologies could boost market sentiment for blockchain projects focusing on healthcare or biotech tokenization, creating new cross-sector momentum. (Source: Stock Talk on Twitter, June 18, 2025)