Pink Sheet Podcast: Trump’s Potential Impact On FDA User Fees, Dr. Oz’s Potential Impact On CMS

Pink Sheet reporter and editors discuss concerns that the incoming administration could try to influence the upcoming FDA user fee reauthorization, as well as the changes Dr. Mehmet Oz, President-elect Donald Trump’s controversial selection to run the US Centers for Medicare and Medicaid Services, could impose if confirmed.

England’s Funding Rejection For Enhertu At Odds With 19 European Countries

 

NICE, England’s health technology assessment institute, says it was unable to reach a price agreement for AstraZeneca/Daiichi Sankyo’s HER2-low breast cancer drug Enhertu, breaking a line of 21 positive recommendations for breast cancer therapies.

Medicare Price Negotiation Under CMS Chief Oz May See Early 2025 Test

 
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The next round of the negotiation program is scheduled to begin in February unless the new administration delays the start of the process.

HTA Bodies In England, US and Canada Collaborate On Developing Health Economic Methods

 
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A new, international group of health technology assessment agencies will work together on topics related to health economic methods that could include dynamic pricing and non-traditional ways of evaluating value in cost-effectiveness analyses.


CMS Administrator Nominee Oz Is ‘Communicator’ In Sync With RFK’s Healthy Living Focus

 
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But the expected nominee brings little experience running a large government organization or with the policy and budget challenges confronting Medicare and Medicaid.

England: NICE Finds Its Advice Can Cut Drug Appraisal Times By Three Months

 

The health technology assessment institute said its “unique insights” could help companies effectively prepare for their appraisals, potentially streamlining their path through the process, and helping to get innovative technologies to patients faster.

MedPAC Explores Drug Coverage Plan Problems As Part D Stand-Alone Plan Access Declines

 
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Commission members say the standalone prescription drug plan market needs to be bolstered, given that more than 40% of Medicare beneficiaries in fee-for-service Medicare are enrolled in PDPs.

Speed Of Novel Approvals In Jeopardy As RFK Jr. Lands US HHS Secretary Nod

 

The FDA’s Peter Marks warned novel approvals will suffer if the agency is forced to spend its time relitigating vaccines. At the top HHS post Kennedy could impact pharma from basic research funding to drug pricing.


UK MHRA’s ILAP: High Interest But Low Uptake Of Benefits

 

While many companies demonstrated an interest in the UK’s licensing and access pathway for innovative medicines, few made use of the various benefits the scheme had to offer, the MHRA said.

Republican Sweep Creates Smoother Path For Biopharma Policy Priorities

 
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With Republicans winning a governing trifecta, prospects improve for 340B program reforms, PBM legislation, and Inflation Reduction Act drug pricing revisions. But immediate priorities for Congress and the new president will be elsewhere.

J&J Opens New 340B Litigation Front With Lawsuit Against HRSA Over Rebate Model

 
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Company’s move against the US agency tasked with overseeing the 340B drug discount program is the latest in a series of manufacturer attempts to rein in ballooning 340B price concessions.

RSV Vaccines: ACIP Recommendations For Adults Younger Than Age 60 Await More Data

 
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GSK’s Arexvy and Pfizer’s Abrysvo are FDA-approved for individuals younger than 60 years old, but CDC’s Advisory Committee on Immunization Practices wants more data on Guillain-Barré syndrome cases in older adults and efficacy in severely immune-compromised persons before making a recommendation.


2025 Part D Landscape Files Reveal Plans Are ‘Managing Their Risk More Carefully’

 
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Plan sponsors continue working to offset the risk from major policy shifts.

‘New Era’ To Begin For UK’s ILAP In 2025, With Focus On ‘Transformative’ Drugs

 
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Some stakeholders say that the entry criteria for the licensing and access pathway have been too broad, leading to an overburdening of the scheme.

US Elections: Republican Sweep Would Ease Path For Biopharma Policy Priorities

 
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While election results are not complete, prospects improve under new regime for 340B program reforms, PBM legislation, and Inflation Reduction Act drug pricing revisions. But immediate priorities for Congress and the new president will be elsewhere.

Medicare Definitions Of ‘Bona Fide Marketing,’ And ‘Single-Source Drug’ May Be Inconsistent With Law, Appeals Court Says

 

An appeals court panel seemed skeptical of whether AstraZeneca has standing in its Administrative Procedure Act challenges against the IRA’s drug price negotiation program, but suggested a company with standing might be successful in their court.


Would Red or Blue Election Wins Be Better for PBMs? It’s a Tossup

 
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PBM reform likely will remain a priority no matter which party controls Congress, but experts differ on the party that likely would be harder on the industry.

IRA Litigation: Pharma’s Exit Options Irk Third Circuit Judges

 

Two of three appeals court judges hearing Bristol Myers Squibb and Janssen’s appeal questioned whether Medicare’s drug price negotiation program was truly structured in a way that gives manufacturers a choice not to participate.

Australian Industry Strikes Deal On Deferred PBS Submissions, Challenges Govt's Capacity Claim

 

Medicines Australia has expressed skepticism over the Pharmaceutical Benefits Advisory Committee’s claim that in March 2025 it will only be able to assess 32 submissions from companies that want to get their drugs subsidized under the Pharmaceutical Benefits Scheme.

Astellas Praises EU & US Regulators For Collaboration In Gene Therapy Space

 

The move towards greater regulatory collaboration is a positive step for gene therapy developers, Astellas’ gene therapy strategy lead Richard Wilson says – adding, however, that pharma still needed to understand the Asian markets better.