LLY (US)

CMS’s mandatory Medicare Part D (here) / Part B (here) international drug pricing model proposals released Friday suggest that – besides an ostensible reprieve from as yet unrealized tariffs – recent drug manufacturer “deals” with…

Given today’s weakness in HIMS following the introduction of a drug compounding pharmacy oversight bill (HR 6509) by Reps. Rudy Yakym (R-IN) and André Carson (D-IN), we have received some inbound questions about the near-term…

As outlined by the Trump administration, we view yesterday’s obesity drug pricing deal with NVO and LLY as a modest near-term positive (potentially better for LLY), with the $245 / mo. price point for Medicare…

Following reports yesterday [here, here] that the White House may announce an agreement with LLY and NVO as early as tomorrow to make obesity products available for $149 / month, “in return for coverage” under…

While the government shutdown is the top issue in Washington this week, we could also expect: 1) positive news out of the White House on aid for farmers, which is likely positive for the farm…

The White House’s Rx pricing agreement with PFE yesterday – with the promise of additional company deals next week – may provide industry with some incremental goodwill, but we are dubious that it takes broader…

While we can at this point give no better than tossup odds to FDA plans to curtail direct-to-consumer (DTC) drug advertisements surviving inevitable legal challenges, we caution that the enforcement approach outlined by the agency…

With President Trump demanding “binding commitments” from drug manufacturers to offer Most Favored Nation (MFN) pricing by Sept. 29, we outline company-specific revenue risks and our expectations for an eventual regulatory proposal in 4Q25 /…

Investors should view today’s drug pricing Executive Order (EO) with relief, and while the biopharma industry remains on notice for potential future regulatory actions, we suspect the courts would intervene to stop any overly broad…

With no more than a perfunctory reference this afternoon, CMS announces that it will not be finalizing a Biden proposal to allow Medicare Part D plans to cover anti-obesity medications (AOMs) while requiring it of…