Drugs are covered by Part D plans. Every Medicare recipient chooses which plan they want to enroll in. Each plan has different drugs that it will pay for and those are chosen by the private plans.
Yes, investors here should keep an eye on the political threat to Medicare and Medicaid, since those are critical insurers in the event of FDA approval of blarcamesine and an ultimate source of a great deal of revenue for us in the U.S. Alzheimer's market.
There is no threat to Medicare, in fact rooting out the fraud and corruption is necessary to protect them. And the cheapest solution potentially available, blacarsamine, will benefit if there was belt-tightening.