Monday, June 9, 2014
At a private meeting for payers and policy makers the other
week, the CMO of one of the big PBMs noted that if Gilead
Sciences Inc.'s transformational, and transformationally priced, HCV
drug Sovaldi sofosbuvir were used in all eligible patients, it would add $1,000
to every health insurance premium in the U.S.
To be fair, that increase would
shrink a bit as the treatment prevented down-the-road complications of the
disease. But the key point is specialty drugs are now front and center in the
mind of the drug decision-maker, whether insurer, physician or patient. And in
particular, the people who pay for biotech's products are finally saying "enough."