Taking stock of the drug industry, from the lab to the medicine chest

| February 6, 2024 Check out STAT+ |
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| By Ed Silverman Pharmalot Columnist, Senior Writer |
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| Kristoffer Tripplaar/AP STAT+ \| Why Eli Lilly’s earnings didn’t quite live up to the hype Eventually, the luckiest companies get to deal with a very particular problem: what to do when their stock could be getting ahead of itself. By Matthew Herper STAT+ \| A sweeping new lawsuit against J&J asks: Are employers liable if they overpay for drugs? A consequential new lawsuit could force J&J to be held liable for allegedly overpaying for workers' drugs, through its PBM. By Bob Herman and Ed Silverman STAT+ \| The lone Democrat willing to weaken Medicare’s power to negotiate drug prices A Democrat was willing to sign on to legislation that would weaken Medicare's power to negotiate drug prices, a key Biden achievement. By Rachel Cohrs Darron Cummings/AP STAT+ \| Eli Lilly reports tirzepatide MASH success during Q4 earnings Around 74% of adults in the trial taking the drug were free of MASH after 52 weeks, compared to approximately 13% of a placebo group. By Allison DeAngelis Opinion: Aduhelm was a mess — and it could happen again As a doctor who treats people with Alzheimer’s, I don’t blame Biogen for the Aduhelm mess. I blame the FDA. By Jason Karlawish STAT+ \| Why Novartis is going to walk away from its acquisition of MorphoSys The Swiss drug giant will be happy to pay a small breakup fee to MorphoSys to avoid owning a drug that regulators will turn away. By Adam Feuerstein |
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