Pricing Debate
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CMS Official Calls Medicare Price Negotiations An ‘Ongoing Conversation’
The US Centers for Medicare & Medicaid Services’ Vinod Mitta discussed the agency’s latest thinking on the implementation of Medicare drug price negotiations at the Financial Times Pharma Summit.

Stock Watch: Orphan Drug Profitability Under Threat
The difficulty of finding and retaining patients with orphan diseases translates into higher marketing costs and adds to other restrictions that limit the attractiveness of some orphan drugs. Will the IRA exacerbate matters?

FTC’s Challenge Of Amgen/Horizon Merger Seeks To Fight Pharma Rebating Practices
The US Federal Trade Commission is taking a stand against rebating and bundling practices pharma companies use in negotiations with payers as it seeks to block Amgen’s $28bn acquisition of Horizon.

Big Pharma R&D Chiefs On IRA’s Unintended Casualty, Product Life Cycle Compression
R&D heads of Takeda, Amgen, Lilly and Novartis discuss some of the tectonic forces shaping the biopharma sector and the unintended consequences of the IRA on small molecule innovation. Advances in the neurodegenerative diseases segment amid impressive data from donanemab was another key talking point.

Stock Watch: Queasiness After The Humira Banquet
The second week of first-quarter earnings featured AbbVie’s announcement and a harsh stock price reaction. There were also far-reaching implications behind the results.

Stock Watch: J&J’s Q1 Earnings Untroubled By The IRA
J&J’s Q1 earnings announcement included challenges like the loss of exclusivity and competitive pressures, but the price renegotiation associated with the Inflation Reduction Act was not among them.

First Drugs That Could Be Picked For Price Negotiation Showcase Longevity Of Some Brands
The first drugs expected to face US Medicare drug price negotiations, according to a new analysis, will have had an average commercial life span of 15 years.

Ease The Pain – Making Payment Models, Tech, Integration Work For Patients
Multiple payment models, including differential pricing for pooled purchases, and technology-based healthcare platforms are some of the ways to build a patient-centric ecosystem said officials from Roche, VCs and non-government bodies at a recent conference

Sanofi Joins Peers, Will Make Lantus Available At $35 For All US Patients
Sanofi is the last of three big insulin makers to offer its top-selling insulin at the same out-of-pocket cost regardless of patients’ insurance coverage, but calls for other health care players to make concessions as well.

IRA Drug Pricing Implications Impact Pharma Views On Deal Terms, Valuations
Pharma business development executives and venture capital investors shared their thoughts on the Inflation Reduction Act at Biocom’s Global Life Science Partnering and Investor Conference in San Diego.

ICER’s Leqembi Assessment Inches Higher, Still Sees Eisai Price As Too High
The drug pricing watchdog said in its revised report that Alzheimer’s therapy Leqembi (lecanemab) meets cost-effectiveness thresholds at $8,900-$21,500, below Eisai/Biogen’s $26,500 list price.

For Some Biotechs, IRA Remains Intangible – For Now
Some biotech leaders say IRA policies don’t feel consequential yet, though small companies could face impacts from R&D and M&A decision making at big pharmas.
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