Peter

[New England Patriots @Patriots]

DIVISIONAL ROUND COMING UP!!!!!

Repost to win 2 tickets for Sunday's playoff matchup at @GilletteStadium: https://t.co/S9z2nKv1V6

[Peter @pparps]

@TheChiefNerd @DavidSacks @chamath @grok is 160,000 accurate?

[Peter @pparps]

@drjasonfung Source: company press releases, fiercePharma, https://t.co/kDWjqiexzc

[Peter @pparps]

@drjasonfung Meanwhile $ABBV just reported Q4 earnings, raising 2027 guidance for Skyrizi & Rinvoq to over $31B—a $4B jump from prior projections. Here’s how their US TV ad spend compares to Q revenue.
#Pharma #Healthcare #Biotech #AdSpend #BigPharma

[Peter @pparps]

Source: https://t.co/6hPO3lkBNw & FiercePharma

[Peter @pparps]

As RFK Jr. faces confirmation today, his proposal to ban TV drug ads could reshape pharmaceutical marketing

In 2024, Skyrizi led all, spending $412M on TV ads.

📊 Watch the monthly top 10 race unfold.

#Pharma #RFKJr #DrugAds #BanPharmaAds #PharmaAds #DTCAdvertising

[Peter @pparps]

While the Inflation Reduction Act made steps in Medicare drug negotiations, the data tells us future impact may be limited.

The biggest drivers of Part D spend are already captured in the 2024/2025 selected drugs.

#MedicarePartD #DrugPricing #Pharma #IRANegotiations

[Peter @pparps]

Med Part D: Are we hitting the negotiation ceiling?

2024 & 2025 selected drugs account for the bulk of Medicare’s negotiable spending. But what’s left?

Much of the remaining $$ lies in:
1️⃣ Excluded drugs (multi-source)
2️⃣ Lower-spend “eligible” drugs

$LLY $PFE $AMGN $MRK $JNJ

[Peter @pparps]

Is #JPM25 the moment you’ve been waiting for?

Your favorite #biotech could be next. But how long does it take to close the deal? 🕒

$KPTI, $VKTX, $MREO, $IOVA, $CYTK, $BPMC, $ZLAB, $RLAY, $EXEL

Source: Press releases, SEC 14D-9 filings
#BiotechDeals

[Peter @pparps]

Which #Pharma company is leading in innovation at #JPM25?

With 7 mentions of ‘innovation’ in their presentation, $GSK seems to think they’re the most innovative. Thoughts?

Source: Company transcripts

[Peter @pparps]

@neiltyson in the book “astrophysics for people in a hurry” you say after 1 sec the universe was a couple light years across. Wouldn’t that imply that things were traveling much faster than the speed of light?

[How Things Are Manufactured @fastworkers6]

How to make the best paper airplane  https://t.co/xnRbbp1Nkv

[Peter @pparps]

@chamath @AkiliLabs @US_FDA

[Karen Howell @karenehowell]

Very cool to include the Cheesecake Factory menu in this special ceremony.