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Cost Curve

Everything drug pricing and policy, every day


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340B
The Trump Administration Is Selling MFN ‘Codification,’ But No One Is Buying

The Trump Administration Is Selling MFN ‘Codification,’ But No One Is Buying

And the government takes pharma’s side in the debate over state regulation of 340B contract pharmacies

Brian Reid
Brian Reid
Feb 26, 2026
Paid
The Prediction Markets Were Right: Trump Mentions TrumpRx -- and MFN Codification -- in his Lengthy State of the Union Address

The Prediction Markets Were Right: Trump Mentions TrumpRx -- and MFN Codification -- in his Lengthy State of the Union Address

And looking at public comments on how CMS’ GLOBE and GUARD models will harm innovation

Brian Reid
Brian Reid
Feb 25, 2026
Paid
Novo Slashes List Prices on Ozempic and Wegovy In an Effort to Improve Affordability for Patients With High-Deductible Health Plans

Novo Slashes List Prices on Ozempic and Wegovy In an Effort to Improve Affordability for Patients With High-Deductible Health Plans

And the odds that Trump mentions TrumpRx in his State of the Union speech are at 88% and rising

Brian Reid
Brian Reid
Feb 24, 2026
Paid
Comments Are Due Today on the Administration’s Proposed Pilot Programs to Bring MFN Into Medicare

Comments Are Due Today on the Administration’s Proposed Pilot Programs to Bring MFN Into Medicare

And 340B warps everything ... even local property taxes

Brian Reid
Brian Reid
Feb 23, 2026
Paid
Americans Love the Idea of a Website That Offers Cash-Pay Discounts. But They Like It Less When It’s Called ‘TrumpRx.’

Americans Love the Idea of a Website That Offers Cash-Pay Discounts. But They Like It Less When It’s Called ‘TrumpRx.’

Brian Reid
Brian Reid
Feb 20, 2026
Paid
Moving to MFN Means QALYs -- Long Rejected by U.S. Policymakers as Discriminatory -- Would Be Used to Set Prices

Moving to MFN Means QALYs -- Long Rejected by U.S. Policymakers as Discriminatory -- Would Be Used to Set Prices

Plus a look at all the MFN action, from the industry reactions to Democratic positioning to the administration’s sales efforts

Brian Reid
Brian Reid
Feb 19, 2026
Paid
Oz Continues to Press for MFN ‘Codification’ at PhRMA Event

Oz Continues to Press for MFN ‘Codification’ at PhRMA Event

The industry's reaction to the call for permanent price controls: 'We’ve seen this movie before'

Brian Reid
Brian Reid
Feb 18, 2026
Paid
Going Deeper on Another 'Pharm-to-Conference-Table' Obesity Offering

Going Deeper on Another 'Pharm-to-Conference-Table' Obesity Offering

There are references today to Tom Brady, Mark Cuban, and PBM concentration. Something for everyone!

Brian Reid
Brian Reid
Feb 17, 2026
Paid
The Government Is Looking for 340B Rebate Model Feedback As It Resurrects Rulemaking

The Government Is Looking for 340B Rebate Model Feedback As It Resurrects Rulemaking

And PCMA has picked up the pace of its communications, so Cost Curve is going to have to pick up the pace of its fact-checking

Brian Reid
Brian Reid
Feb 13, 2026
Paid
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Everything drug pricing and policy, every day.


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