And lawmaker talk of PBM reform has returned. Will action follow?
And doing the math on 340B rebate models suggests that pharma’s new approach to paying 340B discounts shouldn’t harm providers
And the pharm-to-table pricing of obesity medicines gets even more dizzying as Lilly cuts the price of Zepbound vials
And an FDA official calls out ‘unique financial incentives for vaccine makers’
Still, links to ponder on CMS hospital payments, the price of gene therapies, and UK price negotiations
And more 340B stories than you can shake a stick at
And a CMS advisor offers a peek behind the curtain on the agency’s myriad drug-pricing workstreams
And could states create a “Netflix” model to balance obesity-med spending and access?
And a Health Affairs Forefront piece brings much-needed clarity to the 340B rebate model conversation
Drugmakers and the government argue 340B rebate models in federal appeals court
And a ranked list of a dozen other stories from the past 96 hours
And Lilly’s health benefits plan will work with an upstart PBM
And Lilly expands its pharm-to-table offering, pledging to make Trulicity and Emgality available directly to patients
Plus: Mark Cuban is trolling CVS, and I’m here for it
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