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A Closer Look: Commercial Impact For Drugs Up For Medicare Price Negotiation

 
• By Edwin Elmhirst

An infographic looking at commercial factors for the 10 drugs chosen for Medicare price negotiation in 2026 under the Inflation Reduction Act (IRA). The graphics below review the valuations of these drugs, both past and forecast, as well as their relative contributions to the top-lines of the companies that own them.

Sand running through the bulbs of an hourglass measuring the passing time in a countdown to a deadline, on a dark background with copy space.

Taking a look at commercial performance of the 10 drugs selected for the initial round of Medicare price negotiation underscores that while they are mega-blockbuster products and large contributors to overall Medicare spending, they are largely mature products approaching the end of their commercial lifecycles.

The drugs chosen for negotiation are, by the nature of the selection criteria, large revenue generators for the companies that...

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