This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...

Healthcare the second worst performer this year with pharma names under pressure. Those valuations also nearing 15-year lows. And that combined with increased clarity on the Trump administration's drug pricing efforts has us wondering whether the sector now offers investors value or if it's still a value trap.Joining us now to discuss is Beimo Capital Markets, Evan David Seagerman. Evan, great to have you with us. >> Thank you for having me.It feels like what we learned from the Fiser announcement yesterday ...

“Biopharmaceutical innovation is a global public good. But it is both risky and expensive to carry out,” writes Tomas Philipson. The former chair of America’s Council of Economic Advisers argues for reforms to European drug pricing https://t.co/O3nvcRVuN1 ...

European pharmaceutical stocks traded sharply higher after President Trump unveiled plans to launch a drug-buying website for consumers and a pricing deal with Pfizer, in a move that analysts say brings certainty for the industry https://t.co/CkN3543MqW ...

Trump RX a government-run website where customers can go on purchase pharmaceuticals directly from the manufacturers. Fiser announced availability of various prescription drugs on the site for reduced cost. A number of pharma stocks moving higher on the news.Jared Holtz, Mazuo Securities USA healthc care sector strategist joins us now. Jared, help us understand if Fizer is going to sell drugs cheaper, why does why does the stock rally. >> Well, I think this whole rally is basically the street looking at the ...

Market Dynamics & Drug Pricing - President Trump announced a deal with Pfizer to sell medication directly to consumers through Trump RX, contingent on US manufacturing investment [1] - Drug company stocks experienced an increase following the announcement [3] - The initiative aims to address concerns about drug pricing, building upon the Inflation Reduction Act's price controls in Medicare and Medicaid [4] - Pfizer emphasized the voluntary nature of its participation in Trump RX [4] - Drug companies typically receive less than 50% of the list price due to pharmacy benefits managers (PBMs) and other intermediaries [6] - Pharmaceutical Research and Manufacturing Association is launching America's Medicines com to allow direct access to drug pricing [6][7] - Concerns exist that drug companies might raise prices in Europe to match lowered US prices [10] - Bristol Myers Squibb will sell its new anti-psychotic drug in Europe at the same price as in the US [11] Impact on Stakeholders - Direct drug sales could be devastating to PBMs and insurance companies [9] - Reduced income for drug companies could negatively impact R&D, as 25% of drug sales go into R&D [12] - A hypothetical $100 billion reduction in industry income could result in $25 billion less for R&D, equivalent to 60% of the NIH's R&D budget [13] Lucarin & Drug Shortages - The FDA's announcement regarding Lucarin for autism led to a surge in demand and subsequent shortages [15][16] - Lucarin, a generic drug used to mitigate toxicities from methotrexate in cancer and rheumatoid arthritis patients, is now difficult to obtain [16][17] - The increased demand for Lucarin, driven by the White House announcement, has strained existing supplies [19] - Manufacturers are expected to increase production of Lucarin to address the shortage, but the timeline remains uncertain [20][21]

GSK is “betting big on the US” and engaged in constructive talks on drug pricing with the Trump administration, according to Emma Walmsley, the outgoing CEO of the British drugmaker https://t.co/XOOBPaS8Lf ...

Core Viewpoint - Pfizer's stock experienced a significant increase following the announcement by CEO Albert Bourla regarding a new agreement with the Trump administration, which aims to reduce drug prices in the U.S. and eliminate tariff uncertainties [1] Company Summary - The agreement is expected to have a positive impact on Pfizer's pricing strategy and overall market position in the pharmaceutical industry [1] - The announcement reflects a proactive approach by Pfizer to engage with government policies that directly affect drug pricing and market access [1] Industry Summary - The move is indicative of a broader trend in the pharmaceutical industry where companies are increasingly seeking to align with governmental efforts to control drug costs [1] - The agreement may set a precedent for future negotiations between pharmaceutical companies and the government, potentially influencing pricing strategies across the industry [1]

Drugmakers argue that they are the wrong target for the president’s ire. They point to the industry’s middlemen: pharmacy-benefit managers, insurers and distributors https://t.co/b2JRTKE7Dw ...

Well, we are expecting the president to announce a drug pricing deal with Fizer any minute now. That's according to two people familiar with those plans. Now, we're looking for three things in particular, and that's according to one person familiar with what we're expecting. So, first, we're expecting that Fiser will agree to lower prices in Medicaid.We're also expecting a three-year exemption from tariffs on the condition that Fizer builds more in the US. And the third thing is that Fizer will agree to sel ...