April 6, 2026
Rx Tariffs: Caveats & MFN Read-Through
The White House’s biopharma tariffs announced last week [Fact Sheet] strike us as an aggressive effort to secure additional onshoring and most favored nation (MFN) pricing agreements with manufacturers, but the clock is likely ticking…
December 21, 2025
Rx Model Risks: So Much For “Deals”
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…