MARKET INTELLIGENCE·Product Launch
CMS Proposed Rule Threatens Subcutaneous Blockbuster Strategies for Keytruda, Opdivo; Impacts 2029 Medicare Pricing
The Centers for Medicare and Medicaid Services (CMS) proposed a rule to subject subcutaneous Keytruda and Opdivo to 2029 Medicare price negotiations alongside IV versions. This targets "evergreening" strategies by Merck & Co. and Bristol Myers Squibb, directly impacting their commercial lifecycle management for these $41 billion cancer immunotherapies. Procurement and regulatory teams must reassess future pricing and market access strategies.
90-Day Activity