Johnson & Johnson’s Stelara may not be on CMS’ Medicare negotiations list for long, HHS acknowledged in court documents filed last week.
The first 10 drugs selected by CMS under the Inflation Reduction Act will be subject to negotiated prices starting in 2026, as long as they have no “meaningful competition,” according to the current guidelines. While it’s unclear exactly where that bar stands, HHS thinks it’s a distinct possibility for Stelara, which is expected to have a biosimilar rival by 2025.
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