Chairman Real Endpoints; former managing director and co-founder of Windhover Information

Joined April 2009
Canaan’s Tim Shannon argues in BioCentury that solution for hi price of orphans is to lower marketing, development costs via innovative disintermediation. Disagree: cost of making/selling drugs largely unrelated to price. biocentury.com/biocentury/pr…
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ABBV’s new-ish elagolix hardly a payer favorite – so why does Myovant think payers will react differently to relugolix? Biopharma R&D/investors need more objective understanding of value-to-payers.
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People in MedAdantage cost less than trad Medicare? Not because of better MedAdvantage management, study says. kff.org/medicare/issue-brief… My bet: more affluent people in MedAd – and richer folks healthier (because they can afford to take care better care?) & thus cost system less.
Fascinating proposal 10.1377/HBLOG20190405.396631 by @peterbachmd et.al. on price controls for post-patent biologicals. Alternative: pre-agreed biosim price from payer, without PA…enabling MD-directed substitution.
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ESI excluding Lilly’s half-price Humalog in favor of rebated drug (& often higher cost share for diabetics) mostly about rebate guarantees to its clients. More troublesome structural incentives. biocentury.com/bc-extra/comp…
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Looking forward to helping all of us thru the disruption!
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Less $ESRX than employers, certain payers for whom volume+price is key equation. Eg, PCSK9s & Entresto, anyone? xitter.cf/AdveraHealthJD/status/…
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Roger Longman retweeted
Replying to @RealEndptsRog
@RealEndptsRog @JPZaragoza1 @AndyBiotech @steveusdin1 that is somewhat a unique situation with these 2 pcsk9
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$ABBV's $350m PRV buy interesting in light of new @BioCentury piece "Overvaluing speed to market" by @RealEndptsRog biocentury.com/biotech-pharm…
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Payers' wait-for-Repatha response to Praluent could impair value of market for priority-review vouchers.
Roger Longman retweeted
Shrinking value of best/1st-in-class drugs. Higher ROI for payer-friendly followers. @RealEndptsRog in @INVIVOnow bit.ly/1IeRRR4
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At #RESymp...elephant in living room of patient-centered oncology medical home is that docs get paid more for using more expensive drugs
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RT: Sweetheart deal: Attend #RESymp, discuss #hc innovation for discounted $995. Code good all day: HAEB13. bit.ly/NVD2pM
If anyone doubts providers cracking down on hi-cost oncologics, see NYTimes piece by Sloan Kettering's Peter Bach and his talk at #RESymp.
E&Y's Bill Ferra on why fee-for-service is history & provider incentives that will work #RESymp and bit.ly/UM3cQ5
RT pleased to be able to announce E&Y as our official partner on the #RESymp for Nov 1-2. prn.to/PYgEbJ
Roger Longman retweeted
RE Symposium looks 2b event of season (4 HC nerds) (check!)-congrats 2 @RealEndptsRog, @RealEndptsEllen 4 pulling this together.
Churn stops payers considering total cost of care & blunts arguments for Rx's. But churn becoming less important. bit.ly/SZS1w1
What do payers want from new drug? Usually can't/won't tell you. GSK has process for figuring it out. bit.ly/SU0w0F
Zeke Emanuel: $ prob of new tech, no comp data. DaVinci robot, prostate surgery: no randomized trials vs. alternatives. bit.ly/SUEpC6