Everything drug pricing and policy, every day
And I go deep on the ideological bent of Theo Merkel, one of the point people in the MFN conversations with pharma
And what we can learn about the 340B battles to come from the fight over Medicaid cuts in the reconciliation bill
And BIO is all about AI and China, but that’s not what’s catching my eye
Plus a Launch Price Comms Report, a handful of high-context research papers, and an op-ed focused on an under-the-radar IRA fix
Plus a guide to BIO convention sessions worth checking out, some 340B numbers, and my attempt to ignore MFN
And introducing the Cost Curve referral program, a way for me to thank you for introducing the newsletter to your friends and colleagues
And J&J launches its Center for U.S. Healthcare Policy Research
And Sandoz’s web page for its new biosimilar, Jubbonti, has a “value” section that breaks new ground
And IQVIA is out with its annual assessment of 340B: The program is huge and getting big fast
