
In case you thought I’d leaving you hanging, today’s newsletter has a summary on GLOBE. Sphere it below? Calling it a Plan would be GENEROUS, but that’s a Whole Other Thing. On Thursday, the White House released a fact sheet urging Congress to enact President Trump’s “Great Healthcare Plan,” pitching it as a cost-cutting package…

Something is bugging me this week. Okay, lots of things are bugging me this week, but the one that is relevant to this newsletter is the STAT News headline that implied it is awesome to be a pharmaceutical executive in 2026. This week, there were reports of more than 25,000 layoffs in pharma last year.…

Today we’re expecting to hear more about manufacturer Most Favored Nation (MFN) agreements and (if you trust the rumors) maybe more about the MFN demos – the Global Benchmark for Efficient Drug Pricing (GLOBE) Model and the Guarding U.S. Medicare Against Rising Drug Costs (GUARD) Model. I wasn’t planning on publishing the next two weeks,…

It is the kind of month where I walk around with a legal pad to capture all the random thoughts floating around my head. Which is how “figure out gift baking (scones? Levain cookies?)” ends up next to “Look at MedPAC agenda.” There are no dull moments around here. While I’m on the topic. MedPAC…

This week is such a kick in the pants with it getting dark so early. I’ve become like a cat chasing the daylight from room to room, ending my day on a swivel club chair that catches the very last rays of the setting sun. Have laptop, will travel. Shoe Drop. Late yesterday afternoon, the…

Caught my Eye Cool Idea, But. The Food and Drug Administration (FDA) puts announced a new pilot prioritization program for the review of Abbreviated New Drug Applications (ANDAs) to support generic manufacturing in the U.S. I mean it sounds good, except… there are three criteria for applicants: Only 9% of API manufacturers are in the…

On one hand, a busy week in the world of health policy. The quicksand of news in 2025 is real so I do my best to sidestep some news (MAHA report) to dive into the things that I think are important for my clients – including expected premium spikes, 340B rebate backlash and Medicare changes.…

A Monday off is always a double win, longer weekend and shorter week. Caught My Eye Made me Laugh. 340B can be funny. Go PhRMA. Zebras, Not Unicorns. The Food and Drug Administration announced a new rare disease approval framework. While it acknowledges the challenge of rare disease, it is unclear if the new framework…

Rumor has it that the weather will be cooler in the DC-area this weekend and I am giddy. Outside time sounds great – a hike, a cocktail on the patio, maybe getting the friend group together to start planning the next ski trip… hope you get a chance to dream big too. Caught my…

Last Saturday I was in the customs line in Amsterdam and the agent smirked and said, “Big Beautiful Bill, huh?” I wanted to say something, but I was mostly impressed that he was following U.S. news more closely than a lot of Americans. Caught my Eye 340No. IQVIA released a study looking at the use…