Eli Lilly certainly will face some issues upon which it must lobby once the new Congress is seated. Chief among those will be trying to blunt the inroads compounders are making — toward essentially achieving an early “generic-ification” of the semiglutide weight loss franchise drugs.
So far, the company has been moderately successful with using litigation (and/or the threat of it) to scare off the less-reputable compounders — but several FDA authorized ones remain on the field, slightly eating away at market share, and the retail price levels. But not a huge deal, as to Lilly’s stock price on the NYSE, as it still is the runaway leader in the class in the USA.
And welp, that wraps this series up for me.
[As Abbott / Baxter were not big spenders, I’ll simply say that they spent on almost all the same issues they spent on in Q2 2024, just at a slightly decreased rate.]
…Issues related to intellectual property protection and market access within current trade negotiations. Canada IP; USMCA implementation; Mexico patent linkage; Special 301; Trade talks: US-Japan, US-China, US-EU, US-UK, US-India, and US-Brazil….
Patient protection; Pharmaceutical supply chain issues and shortages; Drug pricing, coverage, value, access and quality; Transparency; Intellectual property; Health insurance accessibility; Implementation of the “Inflation Reduction Act” (HR.5376); Prescription drug approval; Affordable Insulin Now Act (S.954/HR.1488), The INSULIN Act; Policy matters related to Artificial Intelligence in health care….
Intellectual property; 340B Program; Medicare & Medicaid prescription drug reimbursement, coverage and value; Implementation of the “Inflation Reduction Act” (HR.5376); CMS National Coverage Determination on Alzheimer’s disease; The INSULIN Act….
Multi-lateral threats to IP and the biopharmaceutical industry; Drug importation; Prescription drug value, access and quality; Implementation of the Tax Cuts and Jobs Act; Domestic manufacturing tax incentives; Expensing of research and development costs; Global minimum tax; Pension and retirement benefit issues; round-tripping….
Pharmaceutical intellectual property issues. . . .
Hospital discounts; 340B program; Prescription drug value, access, quality and compliance with Drug Quality and Safety Act….
Onward, for a cool, breezy bike ride, along the lake, now… smile.
नमस्ते
Powerline Lies... 