Prices are leveling, but the real story is where competitive edge is moving: from rebates and discounts to experience, trust, and the moments that keep a patient on therapy. We dig into the MFN pricing model and its ripple effects across U.S. pharma, explaining how reference-based pricing compresses margins and forces brands to compete on loyalty, adherence, and the quality of their support programs. When physicians and patients see real-time costs at the point of prescribing, “comparable” op...
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Prices are leveling, but the real story is where competitive edge is moving: from rebates and discounts to experience, trust, and the moments that keep a patient on therapy. We dig into the MFN pricing model and its ripple effects across U.S. pharma, explaining how reference-based pricing compresses margins and forces brands to compete on loyalty, adherence, and the quality of their support programs. When physicians and patients see real-time costs at the point of prescribing, “comparable” op...
The pharmaceutical landscape in America is undergoing a transformation unlike anything we've seen before. When the revised Most Favored Nation (MFN) drug pricing policy dropped in May 2025, few anticipated the tidal wave of strategic responses it would trigger. Today, we're examining how this policy bombshell has catalyzed over $277 billion in confirmed pharmaceutical investments across the United States. What began as a pricing directive—Medicare would pay no more for select drugs than the ...
Postscripts Rx
Prices are leveling, but the real story is where competitive edge is moving: from rebates and discounts to experience, trust, and the moments that keep a patient on therapy. We dig into the MFN pricing model and its ripple effects across U.S. pharma, explaining how reference-based pricing compresses margins and forces brands to compete on loyalty, adherence, and the quality of their support programs. When physicians and patients see real-time costs at the point of prescribing, “comparable” op...
