Will Health Care Reform Have a Bigger Impact on Pharma than the DRA?

[Sean Cassidy]

According to a very recent Model N industry survey around health care
reform, more than half of respondents feel it will. Much has been made
in the media of pharma's free ride in the recent legislation, but in
the industry trenches it is obviously a different story.

What parts of the legislation do you feel will have the most impact?
Medicaid rebates increases? 340B facility expansion? the government
market share fee?



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[Kamal Ahluwalia]

The "cost of doing business" for drug manufacturers just went up
significantly. The fact that some of them have already started to give
lower revenue guidance indicates that they will start incurring the
cost right away. So the current book of business is negatively
impacted right away.

The increased pool of patients over the next few years represent a
jump ball. The smaller, nimble, specialty or bio-pharma firms have an
opportunity to steal market share away from the incumbents.

So it will depend on product portfolio and execution in the next 2-3
years.