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If day one established the themes of disruption and uncertainty, day two reinforced that Most Favored Nation (MFN) is now the single most disruptive force in global market access.. perhaps everSessions across the tracks and auditorium returned repeatedly to the same issue: how companies should navigate an increasingly interconnected (and increasingly volatile) global policy environmentHere are NAVLIN Daily’s key takeaways from day two
The general consensus this year at the World Evidence, Pricing and Access (EPA) Congress was that we are in an era of “policy-driven pricing” unlike anything seen before, as the United States’ Most Favored Nation (MFN) policy reaches its tendrils into global marketsOn day two of the Congress, Alan Crowther and Dr. Richard Wenzel of EVERSANA argued that the industry must already be rethinking its traditional launch sequence in a world where international prices can directly affect U.S. revenues, a market that historically accounted for a large share of companies’ revenues“Much like when the toothpaste comes out of the tube, you can’t get it back in,” Crowther said, referring to the spread of MFN. “It’s not just that the U.S. is doing this. Other markets will look at it and say: Why not us too?”
NAVLIN Daily is on the ground at the World Evidence, Pricing and Access (EPA) Congress in AmsterdamDay one set the tone for a conference defined by an unstable global policy landscape, and conversations revolved around the unavoidable: Most Favored Nation (MFN) pricing, Joint Clinical Assessments (JCA), Joint Scientific Consultations (JSC) and artificial intelligence (AI)Click through to the article for the key takeaways from the presentations and panels of day one
Day two of the World Evidence, Pricing and Access (EPA) Congress opened with a clear message from industry and health economists: governments should treat health spending as an investment in prosperity, not an expenseSpeakers argued that building the “macroeconomic business case” for medicines requires quantifying not only the sector’s economic footprint, but also the productivity and “cost of inaction” effects of ill-health, particularly as demographics shift to ageing populationsThe following keynotes on AI suggested adoption is accelerating across market access (contrary to what we heard yesterday), but governance, traceability and organisational change remain as barriers. Read our coverage of EPA 2026 here
NAVLIN Daily is on the ground at the World Evidence, Pricing and Access (EPA) Congress in Amsterdam this week, where speakers kicked off day one this morning with a series of keynote talksKeynote speakers unanimously acknowledged that in this era of uncertainty and “instability,” achieving sustainable patient access requires new, or augmented, ways of thinkingStay tuned as NAVLIN Daily covers EPA throughout this week, with reports direct from the conference as well as exclusive interviews with speakers
Speaking at the World Evidence, Pricing and Access (EPA) Congress in Amsterdam, Sonia Pulido Sánchez, Co-Chair of the Subgroup for Joint Scientific Consultations (JSC) of the HTACG, (and of AEMPS), spoke on the HTACG’s first year of JSC experienceShe confirmed findings from the recent HTACG annual report that developers consistently sought advice on patient population, comparators, outcomes, and study design, with frequent health economic queriesWhile Sánchez did not convey much more to the public than was already made available in the recent annual report, she did note that the organization is “trying to increase capacity gradually” due to high demand
During the week of February 23, 2026, several products won regulatory approvals and special designations across China, the U.S., and other markets Notable oncology approvals include Boehringer Ingelheim’s Hernexeos and also the FDA has approved AstraZeneca’s Calquence in combination with AbbVie and Genentech’s Venclexta NAVLIN Daily’s roundup of regulatory activity from the past week is below
Last week we started to see more early global impacts of U.S. MFN pricing, with Amgen withdrawing Repatha in Denmark and blaming pressure from the U.S.; the White House also signalled plans to strike more MFN deals from April 2026 Meanwhile, in a blow to Trump’s strategy, the Supreme Court struck down the Administration’s IEEPA-based tariffs Elsewhere, Korea's health authorities delayed approval for the contentious drug pricing reform to March, and Insmed paused the appraisal of Brinsupri (brensocatib) with the UK's National Institute for Health and Care Excellence (NICE) (until the QALY threshold changes, companies have the option to “pause” assessments)
U.S. President Donald Trump once again called on lawmakers to codify Most Favored Nation (MFN) drug pricing deals during his State of the Union address on TuesdayDrugmakers appear to be growing weary of the administration's attempts to push MFN beyond the voluntary deals announced so far. Following the speech, PhRMA President and CEO Stephen J. Ubl released a statement denouncing the policyThe industry organization also published the comments it submitted to CMS in response to the proposed GLOBE and GUARD models and appears to be readying a legal challenge against them
Significant changes could be coming to the U.S. pharmacy benefit manager (PBM) industry after new legislative and regulatory efforts, which include statutory changes, a proposed rule, and a precedent-setting legal settlementTogether, the measures look to bring transparency to the industry, reduce the net-to-list pricing spread, and could fundamentally change PBM business practices that have been the focus of the FTC and Congressional attentionNAVLIN Daily's Raechel Pusateri spoke to EVERSANA Management Consulting’s John Neal and Jim Burke, General Manager, Revenue Management, EVERSANA, to consider the major implications of the three actions, how other stakeholders might respond, and the most important changes manufacturers need to consider moving forward