Medicare, price reductions
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The discounts should be compared against the drugs’ “ultimate net price” rather than their indicated list price to gauge the true impact of the negotiations, BMO Capital Markets analysts said.
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JPMorgan Says 2027 Medicare Drug Prices Signal Up To 40% Cuts Ahead — Novo Nordisk And Teva Stand Out As Top Targets
CMS’ newly released maximum fair prices include list-price reductions of 38% to 85% for 15 widely used medicines beginning in 2027. ・JPMorgan said the implied net impact aligns with recent commentary from Novo Nordisk,