Everything drug pricing and policy, every day
And a model for bringing MFN prices to Medicaid hints at how those prices might be calculated
And Novo’s earnings report sheds light on the Medicare obesity market and the impact of IRA “negotiations”
And Pfizer suggests that its MFN deal will leave a mark: “We expect a dilutive impact to our 2026 financial outlook.”
Is it time for a $10 million gene therapy?
And Lilly’s earnings call details a fundamental fact of the market: drug prices generally go down over time
And two companies push back on a 340B loophole that allows for-profit doctors access to 340B prices
Plus STAT goes deep on Bausch Health’s decision to leave Medicaid/340B and more commentary on the Cigna/Express Scripts rebate announcement
And earnings season is upon us, though CEO commentary on policy issues -- thus far -- remains scant
