Biopharma


November 15, 2024

RFK to HHS: Biopharma / Lifesciences Smoke or Fire?

By John Leppard

Key Takeaways: We are initially skeptical that Trump’s selection of Robert F. Kennedy Jr. (RFK) to lead HHS can survive Senate confirmation but, if we are wrong, would note that any HHS secretary is constrained…

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October 11, 2024

[LLY, NVO] GLP-1s & CBO Data Dive

By John Leppard

Key Takeaways: We continue to think legislation to allow Medicare Part D coverage of anti-obesity medications (AOMs) [Eli Lilly (LLY), Novo Nordisk (NVO)] is unlikely to pass this year, despite the relatively modest budgetary estimates…

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