India Got Three Different Access Mechanisms in Four Days
Three routes to patients in four days. In a market that pays out of pocket, not one announcement carries a price.
By technology
Japan Clears Five Products in a Day, Two With a Price Cut Attached
Five approvals, one calendar date, one November pricing round. The two expansions are the ones the system taxes.
Lilly’s New Combination Beats its Own Monotherapy
Median PFS doubled to 11.1 months against Inluriyo alone. The comparison payers will run is not in the package.
Roche Paid $36.5 Million to Screen 300,000 Bispecific Combinations
Roche has not bought a molecule or a target. It has bought a search, and the pairing is an output rather than an input.
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.
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.
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.