CER Daily Newsfeed

How US Drug Pricing Reforms Are Reshaping Biopharma Investment and Innovation

(5/27, The Evidence Base) reports “...[Matthias Hofer, Senior Principal Economist, and Amanda Cole, Director at the Office of Health Economics:] Early-stage development is predominantly driven by small companies and start-ups, supported by VC. As assets progress, larger companies become increasingly involved...When pricing policy reduces expected returns and revenues – particularly late in the product lifecycle – it affects the investment decisions and exits at each of these handoff points. For example, a smaller company raising Series B funding, or negotiating a licensing deal, is doing so against a backdrop of what a large company might eventually pay for the asset, which in turn depends on what revenue it can expect to generate. If the latter falls, the effect ripples backwards through the full innovation and investor ecosystem.” Full

Studies Use Real-World Data to Evaluate BTK Inhibitors in MCL, CLL; More Options Needed

(5/27, Mary Caffrey, AJMC) reports “...Komodo Health claims analyses in first-line CLL showed zanubrutinib associated with lower mortality (adjusted HR 0.75) and improved TTNT (HR 0.89) versus acalabrutinib. In R/R MCL (=2L), zanubrutinib produced longer median TTNT (26.7 vs 20.8 months) and reduced mortality after weighting (HR 0.81) versus acalabrutinib.” Full

Video: AXS26: How Payers, Providers, and Employers View Cell and Gene Therapy Access—and Where They Agree

(5/26, Joe DePinto, Kennedy Ferruggia, Pharmacy Times) “Joe DePinto of McKesson discusses how payers, providers, and employers diverge on CGT reimbursement—and why outcomes-based payment models may hold the key to broader patient access.” View Video

EU HTA Group Explains What Stays Confidential In Dossiers Undergoing Joint Clinical Assessments

(5/27, Neena Brizmohun, Pink Sheet) reports “...Information that would be considered commercially confidential in dossiers companies submit for JCAs is discussed in a document from the Member State Coordination Group On Health Technology Assessment.” Subscription Required