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.
United States
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.
Medicare Advantage Premiums Fall 16.5% for 2027 While Part D Deductibles Rise 30%
The premium headline is real, but part of the cost has moved from the monthly bill to the point of care.
Retatrutide Cuts Weight 20.8% in Type 2 Diabetes, and Lilly Plans to File It as a Biologic
The efficacy is the headline. The filing route and a sensory side effect are the details that will shape the label.
IQWiG and LSE Authors Say EU Joint Clinical Assessments Could Become a Basis for US Price Talks
A debate about who sets the evidence bar, landing the same week Germany’s health ministry proposed lowering it.
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.
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’s $4 Billion Daiichi ADC Pact Takes Its Third FDA Setback in Three Years
The $4bn deal’s first return keeps slipping toward 2028, the year Keytruda begins to lose protection.
Kodiak’s Zenkuda Put 54% of Wet AMD Patients on Six-Month Dosing, Four Years After an Extended-Dosing Miss
The molecule that failed on long intervals in 2022 now holds vision with most patients on six-month dosing.