Drug Pricing

India’s Semaglutide Gx Onslaught: Discounts, Disruption And What KOLs Want

 

More than a dozen semaglutide generics hit the Indian market at sharp discounts post LOE for Novo Nordisk’s GLP-1 RA molecule setting the stage for a high-octane battle in the diabetes and obesity segment. Can Novo hold steady amid the avalanche and what are KOLs looking for?

New LDL-C Treatment Guidelines Tell Doctors To Consider Drug Costs

 
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New ACC/AHA dyslipidemia treatment guidelines say prescribers should consider LDL cholesterol-lowering drugs’ costs, but Amgen and Esperion note the work they’ve done to ensure access to their products.

Natco’s 90% Cut Price Semaglutide Generic Sounds War Bugle In India

 
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Natco has announced a 90% difference in the price of its semaglutide generic in multi-dose vials versus originator Novo Nordisk’s Ozempic pen ahead of launch tomorrow as Novo’s patents on the product expire today. Its pen will be 70% cheaper.

EU Urged Again To Act Now And Restore Biopharma Competitiveness

 

The EU remains a major global player in biopharma but needs to act quickly or risk falling further behind its rivals, according to EFPIA.


Small, Mid-Cap Companies Plot European Expansion In The Age Of MFN

 

A new wave of commercial-stage biopharmas are interested in launching drugs in Europe but weighing risks related to US drug pricing policies

Companies Reconsider Selling Ex-US Rights Due To MFN Drug Pricing Policy

 
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At BIO’s Investor and Growth Summit, panelists said biopharma companies that in the past would have out-licensed ex-US rights to their drugs are scrapping those plans due to most favored nation pricing in the US.

‘They May Do It’: Trump’s Call For Congress To Codify MFN Deals Suggests Challenges

 
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Trump touted his "big achievement" on drug pricing during his State of the Union address and did not imply other reforms are coming.

Novo’s Wegovy, Ozempic List Price Cuts Reflect Competitive Pressures, Policy Environment

 
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The move is aligned with a growing industry shift toward lowering list prices to current net pricing levels and eliminating rebates.


perspectives 2026

Big Promises, Long Timelines – Trump’s US Pharma Investment Push

 

While investment promises appear to be in billions of dollars, industry experts remain skeptical.

Ipsen Chief Calls On Europe To Improve Access

 
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David Loew highlights the problem that around half of the drugs approved by the European Medicines Agency are not actually launched.

Aurobindo: Biosimilars Inflection Point Pushed, gPomalyst Launch Set For Q4

 
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Aurobindo has pushed its projection of an inflection point for biosimilars ahead by a year to FY29 but plans to launch a generic to BMS blockbuster Pomalyst (pomalidomide) in the current quarter. Meanwhile, anti-competitive pricing of penicillin-G by China should now cause less harm

Drug Makers Confront Headwinds In 2026, But MFN Doesn’t Seem Like A Big One

 

Exclusivity losses and US drug pricing pressure are challenges large-cap pharma companies will need to navigate, with many forecasting modest growth in 2026.


TrumpRx May Be New, But It Showcases Pharma’s Age

 

More than half of the drugs launched on TrumpRx are old Pfizer drugs the company acquired through the acquisitions of Warner-Lambert, Pharmacia or Wyeth.

US-India Trade Deal: Generics Dance Goes On, Oil Prices To Be Watched

 
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The US-India dance around pharma goes on as they announce a trade deal framework that continues to exempt generics from the reduced 18% tariffs till a “negotiated outcome” is reached post a Sec. 232 investigation. However, oil imports from US could increase costs for Indian pharma firms

TrumpRx Launch Highlights MFN Drug Discounts, With Caveats

 
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The Trump administration has launched TrumpRx, a website the White House says could help save Americans billions in pharmaceutical spending, although it does not itself sell or dispense drugs.

In Latest Blow To Novo, Hims & Hers Launches Compounded Wegovy Pill

 

Novo Nordisk said it will take legal action against mass compounding of the new oral semaglutide formulation by Hims & Hers.


Novo Takes Gloomy Approach To Cut Weight Of Expectations

 

New CEO Mike Doustdar believes Novo Nordisk can win in the lower-price, higher-volume consumer market for obesity drugs – but is nonetheless preparing investors for a hit to sales and profits in 2026.

Novo Warns Of Steep Sales Decline In 2026, Blames US Price Cuts

 

The Danish firm’s share price plummeted as it revealed its most favored nation pricing deal would cut deep into sales and profits in 2026, although offset somewhat by strong launch of the Wegovy pill.

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.

EU-India FTA: Novel Drugs Cheaper, Will Novo Gain Edge Over Lilly?

 
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Conclusion of India-EU talks sets ground for a free trade agreement to cut pharma tariffs, in turn lowering the cost for novel drugs like Novo’s obesity treatment Wegovy, though an investment protection agreement – likely influencing data exclusivity – will be concluded later.