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.
AstraZeneca
Sweden Subsidised Phesgo in Both Early and Metastatic Breast Cancer as Pertuzumab Biosimilars Approach
A general subsidy in both settings is a clean result for Roche’s subcutaneous strategy, landing before pertuzumab biosimilars.
AstraZeneca Puts $2 Billion Into Summit, Whose Drug Beat AstraZeneca’s Own Imfinzi in Biliary Cancer
AstraZeneca bought access to ivonescimab, not rights, and paid a premium to sit next to the drug that beat Imfinzi.
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.
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.
One Missed, One Published the Arm That Failed, One Disclosed a Verb
Three Phase 3 toplines in one day, and the detail released runs inversely to the strength of the result. One company disclosed no number at all.
NICE Backed Acalabrutinib and Venetoclax Without Obinutuzumab, and the Omission Is the Decision
AMPLIFY tested acalabrutinib and venetoclax with and without obinutuzumab. NICE recommended the doublet, which is a decision about infusions.
Britain Thought It Had an Opt-Out. Washington Reads the Deal Differently.
Britain believed it had secured an exemption from the MFN reference basket. Washington reads the arrangement differently, and implementation is still being negotiated.
ADCs Graduated From Salvage to First Line, Twice in a Week
Enhertu with pertuzumab and Trodelvy with Keytruda both won CHMP opinions for first-line metastatic breast cancer, moving ADCs from last resort to standard.
China Approved the World’s First Once-Daily Oral Factor B Inhibitor, and a US Small-Cap Licensed It a Month Early
China approved Haisco’s ciprocopan for PNH, the world’s first once-daily oral complement Factor B inhibitor, a month after a US small-cap licensed ex-China rights.