SL Insight Newsletter #14

AbbVie has signed the 16th MFN deal with the Trump administration (after J&J as deal #15) – again without publishing detailed operational terms. What is new is not so much the content as the form: the deals are communicated, but not in such concrete terms that reliable price anchors can be derived from them immediately.

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Impact on Switzerland?

For Switzerland, this deal will not result in any "automatic" price leverage in the specialty list in the short term, because the published substance lacks concrete price anchors. Indirectly, however, pressure on international price ranges will increase: if US authorities actually follow through with MFN/GENEROUS in subsequent discussions, lower foreign prices (including Swiss price levels) will become a more frequent topic of negotiation—especially when setting launch prices and in subsequent price rounds.

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Click here for the press release