Scott this is garbage spin, not analysis. The criteria aren’t unpredictable. CMS is just using more recent data than anyone else has access to. Enbrel and Entresto aren’t surprising at all. Farxiga and Stelara a little more so but sales of both have surged in the last 2 years.
Some surprises on list of 10 drugs that Medicare will set prices for. Many expected Ofev, Pomalyst, Xtandi, Invega to be on list. Instead Farxiga, Entresto, Enbrel, Stelara added. Those were expected to make list in 2027. It shows that Medicare's criteria is still not predictable
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@bnrome
@VPrasadMDMPH
Why are there so many drugs in the world and so many people thinking it’s a good idea to take them?
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@bnrome
We only got 7/10 and we even hedged by predicting the first 15.....most surprised by Entresto.
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@bnrome
Yeah, dapa got the CKD indication in 2021, and Stelara has been collecting indications in past few years. I think Entresto may not make the list in near future. Because we keep learning that anything an ARNI can do, SLGT-2i can do better :-)
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@bnrome
Looks like all that advertising is effective in accelerating a drug's addition to the list.
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@bnrome
Sales surged because these medicines.... help patients more than expected?
So yes let's punish them for doing that!
Any surge in sales must be met with enforced generic-pricing, nearly immediately. No meds should ever do well.
Great formula!
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