INCY (US)


March 24, 2026

Rx Pricing: MFN “Deals” & Legal Landmines

By John Leppard

Our review of comment submissions for CMS’s most favored nation (MFN) drug pricing model proposals in Medicare Part D (GUARD) and B (GLOBE) leave us with just ~30% odds of their being implemented. The risk…

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February 28, 2025

R&D Tax Credit: Companies Likely to Get a Boost

By Joe Lieber

We continue to believe that full expensing / deductibility of the R&D tax credit in the year expenses occur will be part of the massive reconciliation / tax bill we expect to see enacted in…

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