Government Payers

Eli Lilly Predicts Medicare Coverage Of Zepbound Will Draw Current DTC Customers

 
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The sales opportunity in Medicare Part D and Medicaid arrives as Lilly and Novo Nordisk face a new competitive threat from compounded semaglutide for obesity.

PBM Reform Bill Passes US Congress, But More Changes Likely Not Imminent

 
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The US Labor Department also added a proposed rule requiring PBMs to disclose additional compensation information to certain employer-plan sponsors.

DTC Drug Safe Harbor Includes Sponsors Putting No Conditions On Future Sales

 
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The HHS OIG advisory pertains to manufacturer sales to patients. OIG will seek stakeholder input regarding possible additional guidance on manufacturer arrangements with pharmacies, pharmacy benefit managers, telemedicine vendors and marketers.

New Medicare Negotiation List Spotlights Small Molecule Liability For Cancer Drugs

 
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The process will pit breast cancer treatment competitors Kisqali and Verzenio against each other as CMS develops pricing offers.


Market Developments Will Surpass Impact Of Pending PBM Reform Bill

 
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Enactment of a law delinking PBM compensation from list prices would still be a long-sought victory for pharma.

Immunologics, Cancer Drugs Dominate US Medicare’s Third Price Negotiation List

 
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Heavy hitters Keytruda and Opdivo got a pass in the third round of price negotiation because of the expanded orphan drug exemption in President Trump’s One Big Beautiful Bill.

EU Drug Launches Could Be Deprioritized As Pharma Seeks To ‘Placate’ Trump

 

While drug manufacturers are unlikely to “pull out of the EU entirely,” geopolitical shifts driven by US tariff threats will mark a “categoric shift” as big pharma tries to “placate the Trump administration,” an analyst says.

J.P. Morgan: BMS Adding Products To DTC Offering Following MFN Deal

 
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BMS's Lenkowsky discussed the impact of the company's MFN deal in an interview at the J.P. Morgan Healthcare conference.


Trump’s Great Healthcare Plan Would Codify MFN Deals, But What Does That Mean?

 

The plan does not include many details, but is intended to help Congress draft legislation ensuring Most Favored Nation drug pricing agreements can be made, as well as implement measures intended to lower insurance premiums.

340B Rebate Pilot’s Future: Is HRSA Retreating Or Regrouping?

 
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The agency is "reconsidering" manufacturer plans for the 340B rebate model in light of court decisions imposing a temporary stay on implementation.

J&J Deal Adds To Trump Administration MFN Pricing Initiative

 

The announced agreement means AbbVie and Regeneron are the only companies of the 17 notified by the White House in July yet to make a deal.

BALANCE GLP-1 Model: CMS Offering Part D Plans ‘Strong’ Participation Incentives

 
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The agency is considering setting a payer participation ‘threshold’ to meet before the model goes into effect.


GUARD MFN Model Would Lower Medicare Spending, Increase Beneficiary Costs

 
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The impact predicted by the Centers for Medicare and Medicaid Services indicates the model would fall short of its expressed purpose.

GLOBE MFN Demo Could Be More Defensible Than Trump’s Previous Attempt, If Implemented

 
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GLOBE resurrects Trump’s 2020 effort to try aligning Medicare Part B prices with lower prices abroad, but key aspects of the model have evolved and are noteworthy even if the demonstration does not advance as planned.

Originator And Biosimilar Natalizumab Win English Funding For Highly Active MS

 

The health technology assessment institute said its recommendation for the multiple sclerosis drugs, Tysabri and Tyruko, highlighted its continued efforts to drive the adoption of biosimilars across the National Health Service.

French Finance Bill Expected To Bring Increased Burden For Pharma

 

The French national assembly has adopted a version of the 2026 social security finance bill that includes price cuts and penalties for companies that adopt tactics to delay generic entry.


CMS’ Legal Justification Of Gender Affirming Care Ban Could Place Other Medications At Risk

 

The US Centers for Medicare and Medicaid Services argued gender affirming care is not health care to help justify the new proposed rules. The argument could create a new opening for the federal government to go after other pharmaceuticals.

CMS’ Literal Read Of Non-Opioid Pain Incentive Excludes Recently Approved Product

 

The FDA’s policies on analgesic labeling appear to be limiting the potential for novel non-opioid pain medicines to qualify for separate payments in Medicare after CMS said the indication must be for post-operative use.

340B Transparency Requirements Will Begin Restraining Spending Growth in 2026

 
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The ‘day of reckoning’ for the outpatient drug discount program has arrived as annual spending continues its 20%-plus annual growth rate, Drug Channels’ Adam Fein said.

perspectives 2026

How Will Plans Cope As Pharma Net Pricing Trend Deflates ‘Gross-To-Net Bubble’?

 
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Manufacturers are responding to a convergence of factors, but plans will miss the rebate dollars they have relied on in the current pricing model.