ICER Says AstraZeneca’s $10,950 Baxfendy Is Worth $1,400 to $2,500 a Year
ICER has handed payers the case for putting Baxfendy behind generics, and Mineralys gets its price anchor before launch.
Small Molecule
Shionogi Paid 29 Times Sales for IntraBio, 17 Days After AQNEURSA’s Second FDA Approval
Shionogi paid about 29 times sales for a drug that gained its second indication 17 days before the deal was signed.
Jaypirca’s 80% Win Over Chemo Opens a First-Line CLL Fight With Three BTK Rivals
Jaypirca reaches first-line CLL on a win over chemo, and now has to take share from three covalent BTK inhibitors.
Qatar Became Foundayo’s Sixth Market as Lilly Claimed an Edge Over Oral Semaglutide 25 mg
Approvals market by market, and data built to shape the comparison with a Novo dose that has not launched.
China Cleared Jaypirca in Frontline CLL on a Win Over Chemotherapy and Non-Inferiority to Ibrutinib
The label reaches frontline CLL, but against a modern BTK inhibitor the evidence so far is a response rate.
AbbVie’s Juvmo Won FDA Approval Three Days Before ICER Holds a Public Meeting on Its Value
AbbVie now has to name a price for Juvmo into a benchmark that ICER set before the drug was even approved.
Merck Is Taking a $400 Million Charge for a Preclinical KRAS G12D Drug After Backing Off Revolution
Merck is buying into KRAS G12D at the start line, well behind the company it reportedly tried to buy in January.
Bahrain Licensed Foundayo Six Months After the FDA as Lilly Takes Its Oral GLP-1 Global
Bahrain is small. The move matters as evidence of the global rollout Lilly argued a small-molecule GLP-1 would allow.
FOP Now Has Three Approved Drugs for About 300 US Patients, Two of Them in 37 Days
Three drugs now divide an ultra-rare disease by mechanism, route and age, and the newest competes on convenience and safety.
Europe Approved Leriglitazone for Boys With cALD Two Years After the EMA Recommended Refusal
A drug the EMA refused two years ago is now approved, on a narrow label and under exceptional circumstances, with Europe first.