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Rebate Expansion and the Policy Risk Dashboard: What Growing WAC-ASP Divergence Signals for Regulation
The political economy of drug pricing operates on a simple mechanic: large headline numbers attract legislative attention, and WAC is...
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The Pharmacy Margin Stress Dashboard: What MedPricer’s NADAC Data Would Actually Show
If you designed a leading indicator for pharmacy sector distress, it would look something like NADAC minus the dispensing fee...
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Specialty Drug Pricing and the Limits of WAC-Based Analysis
Specialty drugs do not behave like primary care drugs in pricing benchmark data, and the analytical frameworks that work for...
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Biosimilar Economics Through a Benchmark Lens: What WAC and NADAC Reveal About Competition
Biosimilar economics defied standard generic drug market predictions so consistently that economists spent years revising their models. The expected rapid...
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The IRA’s Negotiation Mechanism and What Benchmark Data Will Reveal About Its Actual Effect
commentary than any pharmaceutical policy since the Medicare Modernization Act of 2003 established Part D. Most of that commentary has...
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Drug Pricing Signals and the Hedge Fund Edge: What Systematic Analysis of Public Data Actually Reveals
Pharmaceutical equities have rewarded systematic analysis more than most sectors, partly because the underlying pricing dynamics are both consequential and...
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PBMs as Price Signal Absorbers: How Formulary Architecture Distorts Benchmark Data
Pharmacy benefit managers occupy a position in the pharmaceutical supply chain for which the public data infrastructure has almost no...
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The 340B Blind Spot: What Drug Pricing Benchmarks Miss About the Safety Net
The 340B Drug Pricing Program requires participating manufacturers to sell covered outpatient drugs to qualifying entities—safety net hospitals, federally qualified...
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The Bloomberg Analogy: What Drug Pricing Data Would Need to Become a Terminal Product
Bloomberg did not build a terminal. It built an epistemology—a shared framework for how financial professionals interpret price signals, execute...
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Gross-to-Net: The Gap That Swallows Revenue and Confounds Analysts
Pharmaceutical revenue analysis has a core problem that most financial models paper over with a line item called 'gross-to-net adjustments.'...
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NADAC and the Invisible Squeeze on Independent Pharmacies
The consolidation of American pharmacy has been documented in aggregate—chains absorbing independents, mail-order displacing retail, PBM-owned pharmacies growing at the...
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ASP as a Lagging Indicator: What MedPricer’s Dataset Reveals About Rebate Timing
Average sales price data arrives six months after the fact. CMS calculates it based on manufacturer-reported sales and rebates from...
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FDA Evaluation of Certain Bulk Drug Substances in Compounding: Clinical Interpretation
Clinicians increasingly encounter patients using or requesting peptide-based therapies sourced through compounding pharmacies. The U.S. Food and Drug Administration has identified a subset of bulk drug substances, including certain peptides, that may present significant safety risks when used in compounded formulations. The clinical question is whether these regulatory signals reflect meaningful patient-level risk and how they should influence prescribing behavior. This matters because compounded peptides often sit outside traditional approval pathways, creating uncertainty around quality, dosing consistency, and safety. Understanding...
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Drug Pricing Transparency in an Era of Political Polarization: What MedPricer’s Data Reveals About a Contested Policy Landscape
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Employer-Sponsored Insurance Is Breaking Down. Price Data Tells You Where It’s Happening First.
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The Importance of Access Control in the Workplace
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State Regulators and the Federal Data Gap: How MedPricer Fills What CMS Leaves Incomplete
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Detecting Hospital M&A Synergies Before They’re Announced: A Rate-Based Event Strategy
