Novo’s $1.4 Billion Orbis Deal Does Not Say What It Paid at Signing
The headline has no denominator. Upfront and milestones are stated as one number, which makes the commitment impossible to assess.
Athithi Verma
NICE Wants Cosmetic Providers to Screen for BDD and Refer Rather Than Operate
Coverage will call this a mental health guideline. One recommendation reaches into a commercial market and tells its providers to turn business away.
ICER Priced Tavapadon Before the FDA Approved It or AbbVie Named a Price
An assessment body has priced a drug that has neither an approval nor a price. The number will sit in every payer negotiation that follows.
NICE Reversed on Enhertu Because the Threshold Moved, Not the Evidence
The clinical evidence did not change. NICE’s cost-effectiveness threshold did, as a term of a bilateral trade agreement.
GENEROUS Lets Manufacturers Cut Medicaid Prices Without Touching Best Price or 340B
Seven of 19 applicant states have signed. CMS itself tells them to check whether its international price beats the rebates they already have.
Korea’s Reimbursement Delay Is a Staffing Problem, and the Ministry Said So
An industry association found the public agrees with industry. The news came later, from a division director naming headcount as the bottleneck.
The First Approval for Denecimig Came From Riyadh, Not Washington
One of the four Phase 3 studies is a safety-only switch from emicizumab. The commercial target was the incumbent, not the untreated.
ADCs Returned 0.46 in Relapsed Disease and 1.15 in the Front Line at WCLC
The dividing line is not the target or the payload. It is the setting: relapsed disease against chemotherapy, or the front line against chemo-IO.
Axon Targeting’s Switch Lives in the Cell Body Observed Here, Not Operated
Regeneration programmes can make axons grow. If targeting is transcriptional, growth was always the achievable half of a two-part problem.
NICE Withdrew Four Appraisals Because the Medicine Went Off Patent.
Going off patent now costs a medicine its named appraisal. And the withdrawal is a routing decision carrying no right of appeal.