Here are the winners from May 2012. Below, I provide some additional comments and reflections on each article.
- Walgreens is Losing Its Battle with Express Scripts
- Express Scripts' George Paz Opines on Medco, Pharmacists, and Walgreen
- Oral Oncology Channel Battle: Payers vs. Providers
- Armada 2012: Reflections on the Evolving Specialty Marketplace
- Drug Channel Profits in the 2012 Fortune 500
Walgreens is Losing Its Battle with Express Scripts
By a wide margin, my thoughts on the Express Scripts/Walgreens dispute were May’s most viewed article. Careful readers noticed that I did not opine on who is right or wrong in this dispute. I simply believe that Walgreens will be forced to concede, probably before the end of the year. There was also a lively back-and-forth in the comments. My POV generated some healthy off-line (and off-the-record) debate, too!
Express Scripts' George Paz Opines on Medco, Pharmacists, and Walgreen
This related article also generated a lot of readers and comments, due to the controversial comments from Mr. Paz and pharmacy owners’ general unhappiness with PBMs.
Oral Oncology Channel Battle: Payers vs. Providers
This article highlights the channel strategy challenges associated with oral oncolytics. Payers would prefer that a lot more volume goes through the specialty pharmacy channel. In contrast, oncology practice managers would prefer that more volume go through on-site provider dispensing. Strategic market analysis articles generate few comments, but are widely read because of the direct implications for biopharmaceutical manufacturers.
Armada 2012: Reflections on the Evolving Specialty Marketplace
Judging by web traffic, many people enjoyed reading my take on the key themes at the Armada meeting. I would like to hear other opinions on the stories and lessons from major industry events. Please drop me a line if you ever feel inspired enough to write up your observations and I’ll publish it as a guest post.
Drug Channel Profits in the 2012 Fortune 500
I always enjoy writing this annual financial comparison of drug channel participants. I aim to cut through the clutter and spin so we can all see the real facts. This effort was not appreciated by all, judging by some odd comments.
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I’ll monitor clicks and page-views for these monthly wrap-ups. If interest is strong, then it will become a regular feature.
Adam,
ReplyDeleteWhat do you think about this news?
Walgreen, Express Scripts drop claims against each other
http://www.reuters.com/article/2012/06/01/us-walgreen-express-scripts-idUSBRE8501FW20120601
Are they going to settle soon?
The lawsuit was about Walgreen's statements/marketing. It's not really relevant now, but could indicate a slight thaw. Walgreens issued a very terse statement, so I suggest keeping near-term settlement expectations low.
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