Industry and
Investment Research

The complete SSR Health research archive is available exclusively to registered clients and subscribers. For access, please contact us below. Subscribers who would prefer PDF versions of reports should contact us for complimentary copies.

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Industry and Investment Research

The complete SSR Health research archive is available exclusively to registered clients and subscribers. For access, please contact us below. Subscribers who would prefer PDF versions of reports should contact us for complimentary copies.

Subscribe

Contact Us

• 2022

• 2021

• 2020

• 2019
• 2018

• 2017
• 2016

• 2022
• 2021
• 2020
• 2019
• 2018
• 2017
• 2016

2022

2022

December 13, 2022- 3Q22 list and net price trends for US Rx brands

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September 22, 2022- 2Q22 list and net price trends for US Rx brands

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June 28, 2022- 1Q22 list and net price trends for US Rx brands

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March 24, 2022- 4Q21 list and net price trends for US Rx brands

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2021

2021

December 20, 2021- 3Q21 list and net price trends for US Rx brands

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September 21, 2021- 2Q21 list and net price trends for US Rx brands

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June 21, 2021- 1Q21 list and net price trends for US Rx brands

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March 22, 2021- 4Q20 list and net price trends for US Rx brands

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2020

2020

December 9, 2020- 3Q20 list and net price trends for US Rx brands

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September 8, 2020 – 2Q20 list and net price trends for US Rx brands

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June 2, 2020 – 1Q20 list and net price trends for US Rx brands

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April 15, 2020 – The Year in Pricing: US Rx Net Price Effects of COVID-19, Co-Pay Maximizers, and More

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March 19, 2020 – 4Q19 list and net price trends for US Rx brands

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2019

2019

December 6, 2019 – 3Q19 list and net price trends for US Rx brands

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October 10, 2019 – Recasting Ways & Means Analysis of US v. International prices, using net US prices ​

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September 26, 2019 – ​The House Rx Pricing Bill. You Call This Negotiating? ​

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September 11, 2019 – US Brand Rx Net Prices Fell 5.8 Percent in 2Q19

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August 6, 2019 – The Prescription Drug Pricing Reduction Act (PDPRA)

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May 30, 2019 – US Brand Rx net prices fall 4.1 percent in 1Q19; politics further decelerate list pricing gains, and expanding co-pay accumulator programs outrun manufacturers’ defenses

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April 23, 2019 – Medicare for All: Why it Can’t Happen … Yet

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April 1, 2019 – ANTM, CI, UNH: Have the commercial-predominant HMOs peaked?

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March 18, 2019 – US Rx net prices fall 4.8 percent y/y in 4Q18; 2019 net price declines may worsen with expansion of co-pay accumulator program

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February 18, 2019 -AMGN/MDCO/REGN/SNY: PCSK9 Pricing Update

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February 6, 2019 -Rebate safe harbor proposed rule – Impact limited to Medicare and Medicaid MCOs; Commercial Rx sales likely unaffected

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January 16, 2016 – Moving WMT out of CVS’ retail pharmacy networks makes no obvious sense

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January 4, 2019 – BMY/CELG – Patents-based pipeline analysis implies NEWCO more than 40 percent undervalued

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2018

2018

December 17, 2018 – Overturned in the Northern District of Texas, the ACA Heads to the 5th Circuit, and Perhaps to SCOTUS

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December 12, 2018 – US Rx Net Prices Fall 5.1 percent (real) in 3Q18

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November 19, 2018 – AMZN & OMI: Two Birds, One Stone?

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November 4, 2018 – The International Pricing Index (IPI), and Who’s Most Affected (AMGN, Roche, UCB)

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October 28, 2018 – AMGN’s Clever Curveball

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October 8, 2018 – AMRN: Priced for Perfection 

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September 25, 2018 – Co-Pay Accumulators: Analysis of Company Level Effects

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September 20, 2018 – Drug & Biotech Companies with Undervalued Pipelines: Updated View

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September 11, 2018 – The Co-Pay Accumulator Playbook

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September 4, 2018 – US Rx Brand Prices Fall 5.8 percent

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August 8, 2018 – Prescription Drug Rebates and the AKS Safe Harbor

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July 19, 2018 – AMZN v. Traditional Pharmacy (PBM, Drug Retail, Drug Wholesale) = Netflix v. Blockbuster. Here’s Why

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July 10, 2018 – US Drug Pricing: A Closer Look at Removing the 100 percent Limit on Medicaid Rebates

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June 18, 2018 – Rx brand US net pricing as of 1Q18: Analysis of company level patterns

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June 4, 2018 – U.S. Rx Brand Pricing Fell 5.6 percent (real) in 1Q18 – Blame Co-Pay Accumulators

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May 15, 2018 – The White House on Drug Pricing: “There’s a press event Friday, give me every idea you’ve got”

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April 22, 2018 – BMY, MRK, and 1st-line NSCLC: Estimating patient shares in the wake of Keynote-189 and Checkmate-227

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April 17, 2018 – Co-Pay Accumulators: Who’s Most at Risk (ABBV, GILD, UCBJY, ALIOY, AMGN); Manufacturers’ Options for Limiting Their Effect

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April 3, 2018 – WMT/HUM: Quick First Read Shows Little Compelling Benefit

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March 28, 2018 – US Rx brand real net pricing fell 1.1 percent in 4Q17; update and analysis of company outliers

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March 20, 2018 – AMGN/REGN/SNY: Top-line ODYSSEY results do not show a mortality benefit

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February 26, 2018 – BIVV/Roche/SHPG/NVO: Hemlibra global sales potential $3.0 – $5.2B; reduces global factor VIII demand by 25-55%, bypass agent demand by 90+%

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February 8, 2018 – BMY/MRK: Why CM227 is very good news for BMY, and not such bad news for MRK

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February 5, 2018 – NVO/LLY: Ozempic (semaglutide) resets the bar for glycemic efficacy; consensus GLP-1 expectations appear too low

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January 30, 2018 – AMZN, BRK.A/.B, and JPM Look Set to Fire (or at least seriously trim back the roles of) Their Healthcare Agents

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January 15, 2018 – Drug & Biotech Companies with Undervalued Pipelines: Updated View

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2017

2017

December 18, 2017 – US Brand Net Pricing Growth 0.2% in 3Q17

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December 4, 2017 – AMZN: A Pharmacy Role Beyond Rx Fulfillment

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November 5, 2017 – AMZN: How to enter (and ultimately dominate) pharmacy

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October 22, 2017 – Puerto Rico Pharma Supply Part 2: Who has back-up sites off the island?

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October 11, 2017 – Reliance on Puerto Rico Manufacturing, by Major Pharmaceutical Firm

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September 28, 2017 – AMGN: Tempering Repatha Expectations in the Wake of Conservative ACC/NLA Recommendations

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September 19, 2017 – US Rx brand price inflation falls to 1.3% in real terms

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August 16, 2017 -ABBV: The Contrarian Case for US Humira Trend

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August 13, 2017 – Repeal / Replace is Dead – What Happens Next

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July 16, 2017 – Pricing Power and New Product Flow as a Basis for Biopharma Stock Selection

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June 26, 2017 – Senate Health Bill: Odds Slightly Against Passage; Would Effectively Shift Medicaid Beneficiaries to Private Insurance

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June 12, 2017 Drug & Biotech Companies with Undervalued Pipelines: Updated View

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June 5, 2017 – US Rx net pricing trend through 1Q17

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May 22, 2017 – BMY/MRK/Roche/AZN/INCY: Text analysis of ASCO 2017 abstracts for checkpoint research activity

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May 18, 2017 – ABBV’s US Humira trend: Why genuine slowdown in end-user demand, and corresponding growth in channel inventories is a likely scenario

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May 4, 2017 – AHCA: Welcome to Today’s Vote, Here’s Your Program

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May 1, 2017 – Roche: The Bull Case for Ocrevus, and the Corresponding Bear Case for BIIB

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April 20, 2017 – AMGN: More than half of US Repatha demand will come from Part D; nearly half of Part D users should have monthly OOP costs for Repatha less than $60

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April 5, 2017 – US Rx net pricing trend through 4Q16

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April 2, 2017 – AMGN: Repatha potential as much as 4X higher than consensus

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March 16, 2017 – RINO Stampede: Why the Republican Left will Kill the AHCA

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March 14, 2017 – Drug & Biotech Companies with Undervalued Pipelines

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March 8 2017 – Health reform bill would shrink Medicaid, and slow its growth; the bill is unlikely to pass in its present form

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March 2, 2017 – The (Senate) Politics of Medicaid Reform; Why Medicaid Shrinks Under Block Grants; Who Wins or Loses

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February 23, 2017 – BMY: A Comprehensive Look at Immuno-Oncology’s Next-Generation Approaches, and Why BMY is Best Positioned

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February 1, 2017 – BMY: Opdivo/Yervoy For Sale, Current Bid: $0. Seems a Bit Low

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January 26, 2017 – WBA could simply close 1,000 (or more) RAD outlets and still have an accretive deal that meets its strategic needs

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January 18, 2017 – US Brand Pharmaceutical Net Prices Fell 0.3% in 3Q16

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January 11, 2017 – LLY/ESRX/Blink Health Insulin Discount Program: Payday Loans for Prescriptions

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January 9, 2017 – Channel Wars: Who Profits from Follow-On Biologics / Biosimilars?

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2016

2016

December 19, 2016 – ABBV: Humira Pricing … Let’s Play a Game

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November 29, 2016 – The (Likely) Republican Playbook to Defund and Replace the ACA

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November 14, 2016 – Whip This: The Politico-Economics of ACA Defunding

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November 8, 2016 – WBA/RAD: Why the deal goes through with modest FTC concessions

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November 1, 2016 – ABBV: Trailing US Humira Growth Driven More or Less Equally by Net Sales and Volume Gains; Looking Forward, either Net Price or Volume Likely to be Negative

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October 27, 2016 – CNC, MOH, WCG: Beneficiaries of a Likely Post-Obama Medicaid Expansion

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October 10, 2016 – Why Opdivo is still best positioned in NSCLC

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October 5, 2016 – US Rx Net Pricing Trends thru 2Q16

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September 27, 2016 – IPAB Likely to Trigger in 1H17; Savings Target Small; One-Time Bump in ACA Pharmaceutical Fee and Medical Device Tax Most Likely Result

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September 19, 2016 – Despite EpiPen, Voters’ Interest in Federal Rx Pricing Policy Appears Weak

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September 11, 2016 – ESRX’ new DMARD formulary points to slowing US sales for Humira(ABBV) and Enbrel(AMGN), with outright sales declines possible. Cimzia(UCB) and Simponi(JNJ) are beneficiaries

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September 7, 2016 – Adverse selection on the HIEs is real, and accelerating; why this makes drug price reform unlikely in the early days of the next administration

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August 31, 2016 – Drug & Biotech Companies with Undervalued Pipelines

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August 17, 2016 – BMY: The best positioned company in NSCLC

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August 8, 2016 – BMY: Why Opdivo still may dominate NSCLC

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June 27, 2016 – ABBV, AMGN, and US DMARD Pricing: The Dog and Its Reflection

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June 9, 2016 – ABBV/ENTA: Update on HCV

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May 25, 2016 – US Rx Brand Pricing: Trailing analysis of net price growth; forward look at brands / companies facing greatest risks

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May 16, 2016 – ENDP Likely to See Further Pressure; Why the Underlying Patterns May Be Good for Wholesale / Retail JVs

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April 19, 2016 – Drug & Biotech Companies with Undervalued Pipelines

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April 13, 2016 – AGN: Balance of Power Between AGN and Formulary Managers

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April 5, 2016 – ALPMF / ^BTK: Astellas, Xtandi, and the Siren Song of March-in Rights

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March 28, 2016 – VRX, ENDP, HZNP, and MNK – A Comparison of US Pricing Risks

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March 8, 2016 – NVS: Entresto Expectations are (2x) Too High

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February 25, 2016 – CYH, HCA, LPNT, THC: Hospitals are cheap, but you shouldn’t buy them – here’s why

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February 3, 2016 – GILD/MRK/ABBV: Why Everyone Wins if US Pricing Falls (In a Certain Way)

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January 20, 2016 – HUM/UNH: Weak Flu Season Likely Benefit to 4Q15 EPS

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January 12, 2016 – HZNP / MNK: The Balance of Power Between HZNP / MNK and Formulary Managers

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January 5, 2016 – VRX: The Balance of Power Between Valeant and Formulary Managers – An Empiric Framing

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