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Earnings analysis, pricing strategy, and financial dynamics

Spinraza’s 2025 Cliff: Biogen, Patent Expiry, and the New Pricing Squeeze
Money
Spinraza’s 2025 Cliff: Biogen, Patent Expiry, and the New Pricing Squeeze
Spinraza’s US patent expires in 2025, with nearly $2B at risk. Biogen faces real revenue compression as payers…
Apr 4, 2026
Lilly’s Mounjaro Pricing Strategy: Gross-to-Net Math Behind Market Dominance
Money
Lilly’s Mounjaro Pricing Strategy: Gross-to-Net Math Behind Market Dominance
Lilly’s $1,023 list for Mounjaro signals a familiar but risky gross-to-net playbook in the GLP-1 market. The s…
Mar 6, 2026
Gross-to-Net Dynamics in Pharma Earnings: Decoding the Real Revenue Numbers
Money
Gross-to-Net Dynamics in Pharma Earnings: Decoding the Real Revenue Numbers
Gross-to-net deductions swallow half the list price for many drugs, distorting both earnings and drug pricing …
Feb 13, 2026
Pharma Q2 Earnings: Who Beat on Net Price and Who Got Crushed by GTN
Money
Pharma Q2 Earnings: Who Beat on Net Price and Who Got Crushed by GTN
Second-quarter earnings reveal widening gross-to-net spreads across the industry. Three companies stand out fo…
Aug 5, 2025
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