Replies to post #245945 on Biotech Values

[sab63090]

I skimmed the table of contents and gave up when I read this proposal to take effect in 2026....

[DewDiligence]

Re: IRA and drug prices

According to Moody’s, the most likely drugs for price setting under Medicare Part-D are:

Eliquis (BMY, PFE)
Imbruvica (ABBV, JNJ)
Ozempic (NVO)
Trulicity (LLY)
Jardiance (LLY)

There's nothing especially insightful about Moody's analysis—the above are the drugs with the highest gross outlays by Medicare Part D. Part-D's net outlays after rebates are not publicly disclosed, AFAIK, but the above list would likely be the same if based on net rather than gross.

Note: Medicare Part B drugs (those administered by a medical professional) are not exposed to IRA price-setting until 2028.