🧵 1/ if you're watching digital health stocks like $hnge, $omda, and $drio, the latest CMS proposal for the 2026 Physician Fee Schedule is worth your attention. It could be a real tailwind for companies tackling chronic disease management through telehealth and virtual care.

In this thread, we break it down step by step - proposal details first, then a deep dive into why these names might benefit, with fresh fundamentals.

But remember: DYOR as always! 2/ Quick recap: Last week, CMS dropped a proposed rule aimed at slashing wasteful spending in Medicare while boosting care quality and chronic disease management.

For 2026, they're pushing for new codes in Advanced Primary Care Management (APCM) to make primary care more effective and integrated.