The past 18 months have ushered in momentous healthcare policy events – spanning from anxiety about the ACA’s repeal and its resulting vacuum of coverage to value frameworks and demands for policy action on price controls for companies that inflate pricing without apparent innovation. Products in the crosshairs of disenchantment…
NOTE: this post is the first of three assessing $ESRX’s new INSIDERX programme. According to the Kaiser Family Foundation, 28.9 million people in the USA under the age of 65 lack health insurance coverage. The underinsured, who represent individuals who have insurance, but suffer from an inability to pay premiums…
One might describe the typical pharmaceutical pipeline as a cash sinkhole. A primordial factor is the high attrition rate of candidates through the development programme. But before the plug is officially pulled at the end of an unsuccessful phase, weak interim data can portend future failure, or the product may…
The Chinese National Reimbursement Drug List (NRDL), which, before February, was last updated in 2009, has received a much-needed modernisation. On February 21, 2017, the NRDL was updated, and then officially published two days later. The new version of the NRDL can be found here. FIGURE 1. Formulary Structure of…
On September 19, 2016, the USA FDA granted accelerated approval to $SRPT (SAREPTA THERAPEUTICS) lead product, EXONDYS 51™(eteplirsen), the first targeted treatment for (DMD), a devastating rare disease. What makes the case unusual is that in approving EXONDYS 51™, the FDA went against the recommendation of its Advisory Committee, a…
It is no secret that the failure of Bristol-Myers Squibb’s ($BMY) OPDIVO™ to meet PFS endpoints in CheckMate-026 was a major set-back, leading to a dramatic reduction in market cap (~20%) in its aftermath. BMY undoubtedly has a high-potential pipeline gained mostly through its string-of-pearls acquisition and partnership strategy over…
The recently published Access to Medicines Index (ATM) has revealed interesting trends which support the fact that while most companies tend to rush to reduce price when thinking of achieving greater access in the emerging markets (EMs), transparency in pricing (even at the level of corporate and brand level pricing…
Available now – CBPartners’ Portfolio Optimisation practice’s latest thought piece can be delivered to you by emailing info@cbpartners.com. From business development and marketing within biopharmaceutical companies to corporate finance and equity research houses in the City and on Wall Street, forecasting is a critical but deceptively abstract art. No matter…
By all appearances, RUS has remembered its substantial international reference pricing (IRP) rule that, until now, was largely ‘bark’, and no ‘bite’. The set of countries was renewed by the 979 order in October 2015, but authorities in RUS have decided to ramp up its use in order to lower…
As Donald Trump’s administration becomes more defined over the coming weeks, it is important to understand how his campaign promises will affect the policy landscape, as well as the implications of unified Republican control in Washington. Although reforms that affect the USA landscape are likely, the nature and magnitude of…