CMS Projects: Fewer Losses and Bigger Savings. That Only Works If the Sick Are Removed.
CMS forecasts fewer disenrollments than CBO and higher savings. Both hold only if the people removed are the expensive ones, which means the sick.
Pricing & Reimbursement
Korea Cleared Two Diagnostics on One Day, and Both Remove a Specialist
Nobody gained insurance access. Designation is the gate before the negotiation. The real story is that both lead technologies remove a specialist.
The MHRA Authorised Two Obesity Drugs in Two Days. Neither Is on the NHS.
Two MHRA authorisations in two days. One drug is too common to fund, the other too rare to prioritise. Neither is on the NHS.
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.
Lilly’s Volume Rose 60%, Its Realized Prices Fell 13%, and the Top of Its EPS Range Came Down
QuickAccess read/Cardio-Metabolic/Peptide Lilly’s Volume Rose 60%, Its Realized Prices Fell 13%, and the Top of Its EPS Range Came Down Athithi Verma· 6 August 2026· 3 min read· Synopulse Eli Lilly reported Q2 2026 revenue of $23.0 billion, up 48%, driven by a 60% increase in volume and partially offset by a 13% decrease in … Read more
Dr. Reddy’s Developed, Made and Filed the Rituximab. Fresenius Only Sells It.
Fresenius describes an end to end biopharma business. Dr. Reddy’s developed, made and filed this rituximab. Fresenius is only the channel.
NICE Backed Aficamten the Same Day the MHRA Authorised It, at a Price It Will Not Disclose
Concurrent MHRA and NICE decisions collapse the usual access gap to zero. Then read the conditions, because that is where the guidance lives.
Approval Is Day One. In Canada, Patients Wait Another Five Hundred Days.
A Canadian government task force counted the wait for public drug coverage: 200 days for HTA, 195 for price negotiation, then up to 219 more per province.
Italy Ran an Innovation Test for Eight Years.
Italy graded new medicines full, conditional or not innovative for eight years. The 2025 reform abolished the middle grade, because almost nothing ever graduated.