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12May2025
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12May2025
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The Two Ways of Thinking About the New FTC Report on PBMs

If you want to search Cost Curve back issues or link to anything you read here, the web links and archive are online at costcurve.beehiiv.com. You can subscribe there, too.
10 months ago
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Cost Curve News

The FTC’s New Report Whomps PBMs. Will It Leave a Mark?

Usually, when things break after 9 a.m., I pretend, for the purposes of this newsletter, that they didn’t happen until the next day. I’m not a breaking-news service. I’m just
10 months ago
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Cost Curve News

Another IRA Decision Goes Against Pharma (and Some Musings on Chevron)

Hope everyone had a great Independence Day. I’m still reeling a bit from the culture shock of moving from the #2 state for per-capita fireworks purchases to the state that
10 months ago
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Cost Curve News

A Biden/Bernie Op-Ed Underscores the Lack of Seriousness in Attacks on Drug Pricing

Notwithstanding the fact that I found plenty to write about today, my expectation is that the rest of the week is going to be kind of quiet. So I’m going
10 months ago
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Cost Curve News

SCOTUS Strikes Down Chevron … So Lots of FDA/CMS/HHS Regs May Soon Be in Legal Crosshairs

Happy Canada Day to those who celebrate. We stand on guard for thee. I would love to be able to say something deep and prescient about the Supreme Court’s decision
10 months ago
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A Cowardly ‘Compromise’ on Medicare Obesity Coverage Gets a House Committee Vote

Programming note: In general, I try to take Friday’s off. I mean, who need more email? On a Friday? Before a holiday week in the U.S.? So while it’s my
11 months ago
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Cost Curve News

The IRA Might Raise Patient OOPs for Millions. Here’s How Those Numbers Work

I said nice things about this smart WSJ story yesterday about how mail-order pharmacies are soaking employers and patients. Antonio Ciaccia at 3 Axis Advisors then pushed out his report
11 months ago
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Cost Curve News

PBM-Owned Mail Order Pharmacies Are Lot More Expense Than Retail Pharmacies, WSJ Says

If you want to search Cost Curve back issues or link to anything you read here, the web links and archive are online at costcurve.beehiiv.com. You can subscribe there, too.
11 months ago
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Cost Curve News

The PBM Reactions to the NYT Takedown Are Revealing

If you want to search Cost Curve back issues or link to anything you read here, the web links and archive are online at costcurve.beehiiv.com. You can subscribe there, too.
11 months ago
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Cost Curve News

Insulin Access Is (Mostly) a Solved Issue … Some Thoughts About How That Happened

Programming Note: Cost Curve is off tomorrow, back Monday.  If you’re looking to get a value fix, though, the Drug Channels webinar on 340B is tomorrow. The topic couldn’t be
11 months ago
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Latest Posts

Earnings Calls Are Chockablock With Policy Talk This Month: MFN, PBMs, 340B, and More

April 30, 2025

Novo and Telehealth Companies Team Up in the Next Turn of the Pharm-to-Table Story

April 29, 2025

Thoughts on an Arnold Ventures-Backed Poll on ‘Negotiations’ That Fails to Account for Access/Innovation Tradeoffs

April 28, 2025

Digging Even Deeper Into the Treasure Trove of the Cassidy Report on 340B

April 25, 2025

Senate Report on 340B Rams Home a Simple Message: The Program Is Broken

April 24, 2025

Popular

Earnings Calls Are Chockablock With Policy Talk This Month: MFN, PBMs, 340B, and More

Novo and Telehealth Companies Team Up in the Next Turn of the Pharm-to-Table Story

Thoughts on an Arnold Ventures-Backed Poll on ‘Negotiations’ That Fails to Account for Access/Innovation Tradeoffs

Digging Even Deeper Into the Treasure Trove of the Cassidy Report on 340B

Senate Report on 340B Rams Home a Simple Message: The Program Is Broken

More Evidence that the IRA’s Warped Incentives Are Reducing Research

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Your trusted source for daily updates on drug pricing and policy. Stay informed and ahead of the curve with Cost Curve News.

Latest News

Earnings Calls Are Chockablock With Policy Talk This Month: MFN, PBMs, 340B, and More

April 30, 2025

Novo and Telehealth Companies Team Up in the Next Turn of the Pharm-to-Table Story

April 29, 2025

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