Transformative arrival of oral weight loss medicines in the US
While GlobalData does not expect oral Wegovy to substantially displace sales of injectable versions in 2026, some sales cannibalisation in the medium-term outlook is inevitable.
Pricing and Market Access
US comes up with two mandatory IRP use pricing models under Trump’s MFN strategy
China releases 2025 NRDL and first commercial insurance drug list
Trump administration ties pricing deals with another nine pharma companies
Second round of drug prices negotiated under the IRA revealed
Win for pharma in UK – zero US tariffs, VPAG rate cap and NICE threshold increase
Slow progress as rare disease regulations in developing ASEAN states begin to take shape
Questions on how new IRA drug prices will affect MFN agreements
