The Arc It’s a slow day today, so this is a brief Arc to prematurely flag an interesting trend: we’re a week or into pharma earnings season, and while

  Inflection Point Inflection Point is usually for big, driving-the-day kind of news. So a story about the fact that the net price of obesity medicines being a ton lower

Inflection Point If you’re into the IRA, it’s worth carving out a few minutes today to read this white paper from Avalere on the development path of cardiovascular medicines and

Hoo boy: there is a lot to unpack today. Let’s get started.   Inflection Point There may be no single document that is more useful for understanding where the U.S.

  Inflection Point It’s not clear to me that anyone has noticed, but the government weighed in last night on the lawsuits from Johnson & Johnson and BMS challenging the

  Inflection Point The thorniest problem in biopharmaceuticals is the growing conflict between cost-effectiveness and budget impact. In other words, we increasingly have weapons against disease that are, objectively and

No Curve today, but if you’re really jonesing for something to read, this Politico Pro piece — about the under-appreciated reality that the savings from Medicare price controls won’t necessarily

There’s a long Arc today on a detailed IRA-related argument that deserves a (more) detailed response. At least, it’s long by my standards (650 words), and I feel it’s fair

I’ve decided to give Threads another go, given that Twitter is less and less useful (if not actually harmful), and no one wants to see me put up a LinkedIn

Every day, I say: this is the day I’ll stop writing about obesity. And every day, at least for about the past week, I break that promise to myself. And