Refining Value
@RefiningValue
Health economist writing about HEOR/market access, drug development, biopharma
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Bluesky has seen a surge lately and increasingly feels like the old Twitter while this place increasingly feels broken
There's now 10 Humira biosimilars on the US market priced at 80+% off the brand name version (and 7 at 85+% off) ...and $ABBV still controls 77% of the market...
Nice slide from $BMY on Medicare Part D redesign - valid for all the BigP but impact dpding on overall exposure to this market segment
Interesting comment on GLP-1s in Parkinsons: “’We should know by now that it’s extremely rare that a drug just happens to treat a disease, if not designed for it”. And obvious reply is that we do know failure is extremely common for diseases that a drug IS designed for it. 1/n
We should know by now that it's extremely rare that a drug just happens to treat a disease, if not designed for it. There was no plausible explanation why GLP-1r agonists would be disease-modifying for Parkinson's (despite promising results from smaller trials)
Today I am thinking of the people I’ve met around the world—children, parents, health workers, teachers—who will be harmed by the Trump administration’s decision to try to dismantle USAID and walk back U.S. leadership in global health and poverty reduction. I’m thinking, too,…
Some interesting parallels re Deepseek: US-based LLMs and the bio explosion in China:US biotech Still feel it'll be net positive for the industries and consumers at large in both cases
We have moved... We have decided to take a break from X, but we want to keep talking about medicines and public & animal health with all of our followers. Find us on Bluesky ➡️ EMA-EU.bsky.social
I shouldn't try to apply logic here and apologies for the rare political post but if NIH is developing all of the drugs then why are we freezing all of the funding again?
Looking forward to this. Love the premise and can't think of anyone better for it
𝐍𝐞𝐰 𝐒𝐡𝐨𝐰 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭: Today BiotechTV is excited to announce our newest regular show - Off-Target Effects with @gline. Matt will share his perspective on news, and interview other biotech leaders. Visit the show's dedicated page: biotechtv.com/off-target-eff…
Interesting that Leerink now has a team doing independent cost effectiveness analyses. Seems to be taking more of a GCEA approach. An alternative to ICER? leerink.com/article/a-cpe-…
Laudable goal to improve trial data collection efficiency but I'm not sure how it is diff than existing alts and ultimately faces same ? of whether it's actually replacing any trial collection/cost or just adding on. But it's Abernathy so worth paying attn to. 🤞something here
Amy Abernethy, former No. 2 at FDA, outlines new company’s plans to streamline clinical research statnews.com/2024/10/17/amy…
Some insights and advice from consultants who participated in first round of IRA negotiations. Some nice actionable tidbits including potential role of comparative evidence and RWE in populations of interest: pink.citeline.com/PS155353/Persp…
No surprise CBO does not expect GLP-1s to be cost-saving because it is highly unlikely; but important to remember this isn't an est of value, just a financial analysis which is CBO's job. Value includes improvement and extension of people's lives. cbo.gov/publication/60…
An update on direct purchase of drugs by payers open.substack.com/pub/refiningva…
I'd like to share a little story about Jimmy Carter, starting with a reporter's keepsake. These are the notes President Carter handed me after I met him at a $MRK event to celebrate the company's collaboration with the Carter Center to end river blindness. A thread. 1/7
An independent CVS pharmacy business will not have the advantages the PBM-owned one does. Would look more like a Walgreens or Rite Aid, both which have struggled. Would not be a healthy sign for physical pharmacies in the US (mail order would likely continue to take share).
CVS started out as a drug store, then moved upstream through acquisitions into pharmacy benefit management and then health insurance through multi-billion-dollar acquisitions. Now the company's board is examining whether those disparate pieces really fit together, @WSJ reports.…
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