Deep im­pact: Drugs to watch in Q3 — PBM analy­sis

In re­cent years, the lure of or­phan, rare dis­eases has tempt­ed biotech and phar­ma­ceu­ti­cal com­pa­nies to re­serve a sig­nif­i­cant tranche of re­sources to de­vel­op treat­ments — which usu­al­ly car­ry pre­mi­um price-tags — to ad­dress the lu­cra­tive mar­ket. But the meat of earn­ings, in re­cent decades, has come from treat­ing chron­ic con­di­tions by prof­it­ing from vol­ume-dri­ven sales.

Op­tum, a US phar­ma­cy ben­e­fit man­ag­er owned by health in­sur­er Unit­ed­Health, has nar­rowed down a short­list of drugs to watch out for in the third quar­ter, as man­u­fac­tur­ers fo­cus on en­gi­neer­ing clev­er­er, more po­tent ap­proach­es to tack­le dis­eases that im­pact large swathes of the glob­al pop­u­la­tion.

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