CMS Plans Permanent Medicare Drug Price Negotiations Starting 2029 – What It Means for Big Pharma
Medicare plans drug price cuts from 2029, hitting pharma stocks, but long-term impact may be limited by legal and market protections.
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Bernstein Says Sell SMMT: Why Summit Therapeutics Stock Could Drop More
Bernstein remains bearish on Summit, citing doubts about trial success and expecting weak results ahead.
Merck & Kelun’s sac-TMT Combo Cuts Lung Cancer Progression Risk by 65% vs Keytruda
Positive Phase 3 data shows Merck and Kelun’s sac-TMT combined with Keytruda reduced the risk of progression or death by 65% vs Keytruda alone in first-line PD-L1+ NSCLC.
Regeneron’s Melanoma Drug Crumbles Against Keytruda in Phase 3 Trial
Regeneron’s fianlimab + Libtayo combo showed 11.5 months PFS vs Keytruda’s 6.4 months in Phase 3 melanoma trial — but missed statistical significance. Analysts are “shaking heads” after the setback.
INBRX-106 + Keytruda Nearly Doubles Response Rate in First-Line Head & Neck Cancer
Inhibrx drug INBRX-106 with pembrolizumab boosted tumor response in head/neck cancer, showing higher shrinkage and immune activation.
Erasca Jumps on Merck Collaboration for RAS-Mutant Cancer Combo Trial
Erasca rises after teaming with Merck to test ERAS-0015 + Keytruda in RAS cancers, showing early tumor shrink but past safety concern.