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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