💊 헬스케어·제약

특허 만료로 매출이 한 번에 무너지는 시점 “Bristol Myers faces a patent cliff from next year.”

공급망 전체를 직접 소유·운영하는 전략 “Neko Health's vertical integration — designing its own scanners, software, and clinic operations in-house — lets it iterate faster than rivals tied to third-party equipment makers.”

바이엘 +20% 폭등의 핵심 법리 “The Supreme Court ruled 7-2 that federal preemption bars state-law claims requiring cancer warnings the EPA deemed unnecessary.”

바늘 공포증 해결, 시장 크기가 달라짐 “FDA approval of Foundayo, a GLP-1 pill that can be taken at any time without food restrictions, will meaningfully expand the number of people who can benefit from GLP-1 treatments.”

한 판결이 모든 산업의 규칙을 바꿀 수 있음 “Bayer argues that the EPA's safety finding creates federal preemption, barring state-level cancer warning requirements on Roundup labels.”

환자의 응급 상황을 이용한 과다 청구 구조의 종말 “The No Surprises Act upended air ambulance economics overnight — providers that once billed patients $40,000 per flight without insurance agreements suddenly had to negotiate.”

“Hims agreed to stop promoting compounded versions of Ozempic.”