Pharmacy Market Assessment: Policy Impact & Key Topics for Midyear 2025
TL/DR –
Jeffrey Casberg from IPD Analytics and Luke Greenwalt from IQVIA, both part of the Managed Healthcare Executive (MHE) editorial advisory board, are set to deliver a midyear review of the pharmacy market including the policy and politics impacting it. Topics to be discussed range from potential tariffs and the most-favored nation drug pricing executive order, to aspects of the reconciliation bill potentially affecting the pharmaceutical and pharmacy benefit management industries. Also included in the discussion are the implementation of the Inflation Reduction Act price negotiations, GLP-1s and significant FDA approvals for the second half of 2025.
Pharmacy Market Assessment: Policy, Politics, and Potential Impacts
Managed Healthcare Executive advisory board members, Jeffrey Casberg (IPD Analytics) and Luke Greenwalt (IQVIA), will offer a midyear evaluation of the pharmacy market landscape. This assessment will cover various factors such as potential tariffs, changes in politics, and policies that could impact the sector.
The duo will delve into the controversial most-favored nation drug pricing executive order, as well as certain elements of the reconciliation bill. These aspects could significantly influence the pharmaceutical and pharmacy benefit management industries.
Additionally, they will discuss the external pressure on the gross-to-net “bubble,” and the implications of implementing the Inflation Reduction Act price negotiations.
Other significant topics include the role of GLP-1s in the market, and notable FDA approvals in H2 2025. This discussion aims to provide comprehensive insights into the ongoing developments and potential trends in the pharmacy market.
However, the discussion agenda may be modified, with some topics added or removed, depending on the news updates and time constraints leading up to the broadcast on June 12. The session will be moderated by Peter Wehrwein, managing editor of Managed Healthcare Executive.
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