Roger Longman

Chairman Real Endpoints; former managing director and co-founder of Windhover Information

[Roger Longman @RealEndptsRog]

Canaan’s Tim Shannon argues in BioCentury that solution for hi price of orphans is to lower marketing, development costs via innovative disintermediation. Disagree: cost of making/selling drugs largely unrelated to price. https://t.co/qpU45e9FoP

[Roger Longman @RealEndptsRog]

ABBV’s new-ish elagolix hardly a payer favorite – so why does Myovant think payers will react differently to relugolix? Biopharma R&D/investors need more objective understanding of value-to-payers.

[Roger Longman @RealEndptsRog]

@RegeneronLen intriguing & brave infrastructure financing idea – all public co’s issue additional 1% equity to https://t.co/XgI8CxXFnB US infrastructure "bank" – might also hint at way to fund patient cost-shares etc. for hi-cost drugs.

[Roger Longman @RealEndptsRog]

People in MedAdantage cost less than trad Medicare? Not because of better MedAdvantage management, study says. https://t.co/dIiggJL0TL My bet: more affluent people in MedAd – and richer folks healthier (because they can afford to take care better care?) & thus cost system less.

[Roger Longman @RealEndptsRog]

@peterbachmd Yup. Question I had was whether costs could come down dramatically -- e.g., if significantly clearer/surer approval path + sure way of getting paid for it so could finance the project. But article is great -- and shows need for alternatives (with biologics & elsewhere).

[Roger Longman @RealEndptsRog]

Fascinating proposal 10.1377/HBLOG20190405.396631 by @peterbachmd https://t.co/Xn4B4siKW3. on price controls for post-patent biologicals. Alternative: pre-agreed biosim price from payer, without PA…enabling MD-directed substitution.

[Roger Longman @RealEndptsRog]

ESI excluding Lilly’s half-price Humalog in favor of rebated drug (& often higher cost share for diabetics) mostly about rebate guarantees to its clients. More troublesome structural incentives. https://t.co/p68Cr0zvbF

[Roger Longman @RealEndptsRog]

Looking forward to helping all of us thru the disruption!

[Roger Longman @RealEndptsRog]

@DShaywitz Depends on what you mean by "regulatory". Govt has gone backwards when it comes to value-based medicine, certainly equally important to public health & patient finances as tech advances and faster drug approvals.

[Roger Longman @RealEndptsRog]

@RCPasternak Yes, yes yes!!!

[Roger Longman @RealEndptsRog]

Less $ESRX than employers, certain payers for whom volume+price is key equation. Eg, PCSK9s & Entresto, anyone? https://t.co/Nj8oC2SKeI

[Roger Longman @RealEndptsRog]

@BioDueDiligence @JPZaragoza1 @AndyBiotech @steveusdin1 Ever less unusual. Payers will likewise wait w/ eg, anti-CGRP, NASH, mlple myeloma

[Andrew G. @BioDueDiligence]

@RealEndptsRog @JPZaragoza1 @AndyBiotech @steveusdin1 that is somewhat a unique situation with these 2 pcsk9

[Roger Longman @RealEndptsRog]

@BioDueDiligence @JPZaragoza1 @AndyBiotech @steveusdin1 But payers wait mos. for follow-on to reimburse,then bargain http://t.co/UBahnqJKmG

[Ellen Licking @EllenLicking]

$ABBV's $350m PRV buy interesting in light of new @BioCentury piece "Overvaluing speed to market" by @RealEndptsRog https://t.co/BZrggefMIR

[Roger Longman @RealEndptsRog]

Payers' wait-for-Repatha response to Praluent could impair value of market for priority-review vouchers.

[Roger Longman @RealEndptsRog]

@EllenLicking @mikegoodma Yes, limits. But have data on lives saved vs.PCSK9s where plans will lockdown use until outcomes available

[Nancy Dvorin @NancyDvorin]

Shrinking value of best/1st-in-class drugs. Higher ROI for payer-friendly followers. @RealEndptsRog in @INVIVOnow http://t.co/7n5qN2nbRS

[Roger Longman @RealEndptsRog]

@EllenLicking @DShaywitz @CT_Morrison So, 2nd best, read InVivo article coming out this week on diminished value of 1st/best-in-class drugs.

[Roger Longman @RealEndptsRog]

@DShaywitz @sciencescanner @bhmunos More signif: payers focusing on $ impact of pipeline drugs w/ coverage rules at launch not 6 mos. later