Trump's executive order seeks to modify Medicare drug price negotiation rules, potentially impacting drugmakers, patients, and Medicare spending.
Trump's executive order seeks to modify Medicare drug price negotiation rules, potentially impacting drugmakers, patients, and Medicare spending.

FINISH HIM! Trump's Opening Move

Foolish mortals! I Scorpion have been watching the pharmaceutical realm with burning eyes. It seems President Trump has unleashed a new maneuver an executive order targeting the Inflation Reduction Act's drug price negotiation provision. He seeks to alter the rules that distinguish between small molecule drugs and biologics. It's a 'pill penalty' they cry favoring biologics with longer protection from price negotiation. This change they claim will distort innovation. A bold move but what is the true cost?

GET OVER HERE! The Pill Penalty Plot Thickens

The 'pill penalty,' as the drugmakers call it has them in a rage. They say it discourages investment in small molecule drugs. These drugs generally cheaper and easier to manufacture face price negotiation after just nine years while biologics get a 13 year head start. Trump's order suggests this discrepancy is a threat possibly distorting innovation. But innovation like a shadow is a fleeting thing. Is this truly about progress or merely profit? The truth will be revealed.

TOASTY! The Cost of Trump's Favor

KFF reports that Trump's change could mean small molecule drugs stay on the market longer before negotiation. The result? Higher Medicare spending higher medication prices and steeper premiums in Medicare Part D plans! It's a costly victory for drug companies giving them four extra years to set prices. Medicare beneficiaries prepare to feel the sting of this 'innovation'. Such moves make one wonder if there will ever be BALANCE?

TEST YOUR MIGHT! Winners and Losers

The first two rounds of negotiations would have looked very different if this change were already in place. Thirteen out of twenty five drugs would have been ineligible! We're talking about $61 billion out of $91 billion in Medicare Part D spending. Eliquis Jardiance... they'd all be safe for now. And Novo Nordisk? Analysts say they'd be among the biggest beneficiaries especially with Ozempic Wegovy and Rybelsus potentially shielded until 2031. The scales tip fortunes rise and fall. It's Mortal Kombat in the marketplace!

FATALITY! The Hidden Trap

But hold your horses! Trump's order isn't all sunshine and rainbows for Big Pharma. The industry won't like all of the other proposals. One plan involves opening up a pathway for more drug imports from Canada where prescription medications are far cheaper. It clashes with Trump's tariff plans. It seems this executive order is like fighting Shang Tsung there's always another trick up his sleeve.

FLAWLESS VICTORY? Uncertain Future

Analysts warn that we're not out of the woods yet. There are still tariffs FDA shake ups and the potential for more drug pricing reform to consider. Robert F. Kennedy Jr. is shaking things up at the Department of Health and Human Services. Stay vigilant my warriors! The battle is far from over and as always I will return.


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