19.11.2025

SL Radar October 2025

High-priced immunology and high-volume generics on the specialty list

Marcel Boller

The current BAG file on the list of specialties shows a clear division: high-priced immunology/oncology drugs (L-ATC, some with a pricing model/time limit) on the one hand, and high-volume standard therapies and generics for major indications (COPD/asthma, lipids, constipation, allergies, vaccinations) on the other. Pricing models and time limits apply exclusively to the most expensive L preparations.

Which new additions have caught your attention?
  • Lytgobi (futibatinib): Lytgobi is a high-priced, targeted oncology drug with a small, molecularly defined patient group and a clearly high budget impact per patient. Its inclusion with a pricing model and a time limit until September 30, 2026, signals that the FOPH expects a data-based review of the benefit-cost profile.
  • Tremfya (guselkumab): Tremfya is a high-priced biologic drug for chronic immunological/dermatological indications with long-term use and a correspondingly high cumulative budget impact per patient. In the current BAG file, Tremfya is marked with a pricing model without a time limit.
  • Pomalidomide Accord: Pomalidomide Accord is a high-priced generic drug in a very cost-intensive hematological indication area. The budget impact per patient remains high, while at the same time the generic drug is putting significant price pressure on the originator product.
What does this mean for the future?

One thing that really stands out from the new additions in October is that high-priced L-preparations with a pricing model/time limit and generics for major indications will shape future TQV discussions. For Lytgobi, the time limit until September 30, 2026, is a clear trigger to set up an internal roadmap for data, dossiers, and stakeholder discussions today.