Drug Pricing

Sun’s Ilumya India Price Play Seen Reflecting ‘Global Discipline’

 

Sun launches tildrakizumab, its star psoriasis therapy in India seven years after US FDA approval at what’s seen as a carefully calibrated price point. Can it ruffle entrenched products like secukinumab?

Trump Scores A Drug Pricing Win For Pharma In The UK

 

The Trump administration leveraged tariffs to convince the UK National Health Service to increase prices for new medicines by 25%.

Medicare Price Cuts For 15 Drugs In 2027 Likely Not As Large As CMS Estimates

 
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Under the Inflation Reduction Act, CMS negotiated lower Medicare Part D prices for 15 drugs with 2027 costs 38%-85% lower than 2024 list prices, but analyses of net prices paid last year show smaller discounts.

Medicare Negotiations 2.0 Slash Prices Up To 85%, But Mean Cuts Barely Budge

 
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The second cycle of IRA price negotiations could result in price cuts as high as 85% to the 2024 list prices, but the mean discount across the 15 negotiated drugs appears similar to the previous round.


Itvisma Broad Label A Big Boon For Novartis’s SMA Revenues

 
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US FDA approval of the intrathecal formulation of Zolgensma means many more patients with spinal muscular atrophy will be eligible for the gene therapy.

Arrowhead’s Redemplo Approval Sets Up Standoff With Ionis’s Tryngolza

 

Redemplo is Arrowhead’s first commercial product, and the drug will enter a competitive market. Arrowhead and Ionis have taken different pricing paths, however.

Europe Not A Priority For MSD’s Verona COPD Drug

 
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Ohtuvayre is off to a great start in the US but Verona's new owner MSD has pulled the file from the EMA for the closely-watched chronic obstructive pulmonary disease drug.

Jefferies Conference 2025: Five Themes To Follow

 

The investor event will bring deal-hungry big pharma and biotech execs together but input from the FDA’s unsettled leadership will be missing this year.


Lilly/Novo Get Priority Reviews For Lowering Drug Prices

 

Novo Nordisk’s high-dose semaglutide for obesity and Lilly’s oral obesity candidate orforglipron were given priority review vouchers by the US Food and Drug Administration.

Lilly, Novo Lower US Obesity Drug Prices To Secure Government Coverage

 

Wegovy and Zepbound will cost around $250 per month under Medicare and Medicaid, and the drugs will cost around $350 per month through TrumpRx.

AstraZeneca Stays Coy On US Pricing Deal Impact

 

Another strong quarter keeps AstraZeneca on track to meet its $80bn sales ambition, and its CEO maintains the recent Trump deal provides pricing reassurance, despite a lack of details so far.

McKinsey Execs On Perfecting The US Launch Recipe, Do’s For First-Time Launchers

 

Senior McKinsey executives discuss how biopharma can ace its US launch strategy and first-time launchers can stack the odds in their favor amid complex market dynamics including the MFN pricing push.


Five Things To Know About AbbVie’s Q3 Sales And Earnings Report

 
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AbbVie stressed its continued revenue growth driven by Skyrizi and Rinvoq, while trying to sound unconcerned about unsettled drug-pricing policies such as MFN negotiations.

BMS Keeps Focus On Growth, Continues Trump Administration Negotiations

 
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CEO Chris Boerner said talks with the Trump administration about drug pricing are ongoing, but he kept the company’s third quarter call centered on Bristol’s execution of growth plans, including closely watched new drug Cobenfy.

Merck & Co. ‘Aligned’ With Trump In MFN Negotiations

 

CEO Rob Davis said the company is continuing to negotiate with the Trump Administration on a drug pricing framework in the US.

ICER Raises Price Boundaries For GLP-1 Obesity Drugs In Latest Review

 

The GLP-1 drugs Wegovy and Zepbound are cost effective at current prices, but affordability for the US healthcare system is an issue, according to ICER.


Stock Watch: Quarterly Sales Growth Eludes Roche

 
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With third-quarter sales down year-on-year and quarter-on-quarter, Roche instead emphasized its performance over the first nine months of 2025, leading on the cumulative foreign exchange impact in the year to date to explain softer sales growth.

MFN And Confidential Pricing: What Experts Said

 

Experts at a recent summit discussed the complexities and impact of US MFN pricing from a payer perspective and emphasized the importance of a centralized purchaser of drugs to effectively negotiate prices. The potential rise of 'confidential discounts' in Germany was another key talking point.

Sanofi’s Dupixent Sales Sail Past €4bn But Flu Vaccines Falter

 
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Dupixent revenues were a record €4.16bn but the “negative buzz around vaccines” is hurting flu sales, according to chief financial officer François Roger.

Stock Watch: J&J’s $5bn Product Predictions Meet Investor Skepticism

 
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Despite announcing sales growth that is currently weathering the storm of one of its biggest losses of exclusivity and a spin-off of its orthopedic division, J&J’s stock price weakened after its earnings announcement. Investors probably wanted more visibility on MFN.