drug pricing – Uthando Nethemba

The commercial paradox of anti-amyloid Alzheimer’s drugs — the surrogate is cleared and drugs are selling, but regulators, payers and societies brake it at the outcome layer (series close)

Jul 16, 2026

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All revenue, list-price, prescribing and regulatory figures are attributed to company earnings releases, CMS documents, EMA/PMDA/NMPA filings, or ICER/Value-in-Health reports. Lecanemab-versus-donanemab efficacy and safety comparisons are cross-trial (indirect) and are…

How far does definition-setting power reach? The four-layer chain from CKM taxonomy to guideline, ICD code and drug label

Jul 16, 2026

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itembalabantu

in Cardiometabolic

Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. This part traces, layer by layer, how US definition-setting power moves down a four-stage chain — definition (taxonomy) → guideline (COR/LOE) → ICD code / reimbursement…

Finerenone’s commercial moat (Part 3): “the only nonsteroidal MRA with hard-outcome trials” — a real but time-limited advantage boxed in on three sides

Jul 12, 2026

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itembalabantu

in Cardiometabolic

Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment or medical advice. The 30-second version What. Finerenone (Bayer’s Kerendia) is currently the only nonsteroidal MRA (nsMRA) with hard-outcome RCT evidence. That single fact is its commercial moat: every competitor is on a surrogate…

The GLP-1 commercial map (Part 3): not “who wins” but “who gets access” — the Novo–Lilly duopoly and the access bottleneck

Jul 11, 2026

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itembalabantu

in Cardiometabolic

Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. In the 2025–26 GLP-1 commercial map, US prescription share has flipped: Lilly (tirzepatide) overtook Novo (semaglutide) — roughly 57%+ vs 43% of US scripts as of Q3 2025 (press…

Tag: drug pricing

The commercial paradox of anti-amyloid Alzheimer’s drugs — the surrogate is cleared and drugs are selling, but regulators, payers and societies brake it at the outcome layer (series close)

How far does definition-setting power reach? The four-layer chain from CKM taxonomy to guideline, ICD code and drug label

Finerenone’s commercial moat (Part 3): “the only nonsteroidal MRA with hard-outcome trials” — a real but time-limited advantage boxed in on three sides

The GLP-1 commercial map (Part 3): not “who wins” but “who gets access” — the Novo–Lilly duopoly and the access bottleneck