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VIEW IN BROWSER | SUBSCRIBE TUE, SEP 24, 2024 EDITOR'S NOTE     Think a friend or colleague should be getting this newsletter? Share this link with them to sign up. Good afternoon! Wegovy, the blockbuster weight loss treatment from Novo Nordisk, tops the list of drugs that could soon become part of the second round of price negotiations between manufacturers and Medicare.  That's according to a paper published last week in the Journal of Managed Care & Specialty Pharmacy. By February, the government will unveil the next 15 costliest Medicare Part D drugs that will be subject to the talks, for price changes that will go into effect in 2027.  The Biden administration last month announced new negotiated prices for the first 10 Medicare Part D drugs selected for the talks. Those prices will take effect in 2026.  Medications containing the same active ingredient and manufactured by the same company will be considered a single drug for the talks, according to

VIEW IN BROWSER | SUBSCRIBE TUE, SEP 17, 2024 EDITOR'S NOTE     Think a friend or colleague should be getting this newsletter? Share this link with them to sign up. Good afternoon!  Roche is one of several drugmakers hoping to join the booming weight loss drug market, which Novo Nordisk and Eli Lilly are currently dominating. But can the Swiss company develop drugs that can compete with that duopoly?  The answer isn't clear yet.  We need to see more data from longer and larger clinical trials, which will likely take years for Roche to conduct.  But the company last week presented more early-stage data more early-stage data on its experimental obesity injection and pill, which some analysts said raised concerns about how competitive those products can be if they enter the space. Some analysts said the new results showed that both drugs – which Roche acquired through its nearly $3 billion acquisition of Carmot Therapeutics in December – caused a higher rate of side