People
GSK Names First Chief Diversity Officer Amidst Regulatory Challenges and Product Pipeline Expansion: Strategic Implications
GSK’s new Chief Diversity Officer arrives as the company wrangles with EMA and FDA scrutiny and ramps up spending on late-stage pipeline assets. The timing is no accident.
Deals
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Deals
With Sandoz now independent and over $10B in revenue, the generics giant faces a high-stakes biosimilars battl…
Deals
Amgen’s $27.8B bet on Horizon Therapeutics puts rare disease revenue and high-margin growth at center stage -b…
Deals
AbbVie’s Allergan deal touted $2B in annual savings, but mega-merger math rarely favors acquirers. A close loo…
Negotiations
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Negotiations
By shifting step therapy policy on high-cost biologics, Aetna has upended specialty drug contracting -and set …
Negotiations
Nearly $19B in annual copay assistance is up for grabs as insurers and drugmakers escalate their fight over ac…
Negotiations
Behind closed doors, PBM rebate talks resemble a competitive auction, deciding which drugs make the formulary …
Policy
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Policy
State PBM rules in 2025-2026 mean new six-figure legal and data costs for independents, while chains like CVS …
Policy
In its inaugural round, CMS demanded deep price cuts on blockbuster drugs under the IRA. Drugmakers pushed bac…
Policy
First-round IRA negotiations saw average price cut offers near 29 percent, but some manufacturers accepted con…
Pipeline
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Pipeline
CS37’s single-dose gene editing could upend hemophilia B economics, but regulators and payers are watching lon…
Pipeline
As orforglipron and survodutide close in on approval, pharma faces a new pricing puzzle in the $80B obesity ma…
Pipeline
Lilly’s oral orforglipron and Boehringer’s survodutide aren’t just chasing Wegovy. Their late-stage data and p…
Money
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Money
Spinraza’s US patent expires in 2025, with nearly $2B at risk. Biogen faces real revenue compression as payers…
Money
Lilly’s $1,023 list for Mounjaro signals a familiar but risky gross-to-net playbook in the GLP-1 market. The s…
Money
Gross-to-net deductions swallow half the list price for many drugs, distorting both earnings and drug pricing …
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