Insights & News

DGA Insights: For Pharma Companies in IRA Price Negotiations, A Moment to Hedge

The Inflation Reduction Act (IRA) is on everyone’s radar – and for pharmaceutical companies, the drug negotiation component is the centerpiece of the law. But what does it mean for investors?

With the September 1 deadline for price setting of the first 10 drugs, we expect more questions from investors around the potential impact on companies’ business, pipelines, development plans, and growth prospects. But, for now, most pharma companies are reluctant to say too much about how negotiations are proceeding and where prices might end up.

Read our latest expert analysis on which companies are addressing the IRA – and how – on their most recent earnings calls.

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