A few years ago, Adam Fein of Drug Channels, coined the phrase, gross-to-net bubble to describe the widening gap between list drug prices on which cost-share calculations, among other things, depend and what actually ends up in the bank of a large bio-pharma company. The implementation of the Inflation Adjustment Act is going to squeeze that bubble. Will it pop? Probably not immediately. BioPharma is betting on M & A to keep the street happy. There is no getting around the fact that there is going to be more downward pressure on list prices which means all those business models that have come to depend on support from the gross-to-net delta are going to feel it. I will be covering this trend and more tomorrow morning. Please join us.
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Wednesday, May 24th @10am ET (add to outlook calendar) CLICK HERE for event details (includes video and materials link) (https://app.hedgeye.com/feed_items/133644?with_category=48-health-policy) Format: 45 min long with Q & A |
Emily Evans
Managing Director – Health Policy
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