Eli Lilly and Company

Major insulin manufacturer that announced dramatic price cuts following political pressure and nonprofit competition. - Reduced insulin prices by 70% in 2023

On January 1, 2026, two unprecedented insulin programs launched simultaneously: nonprofit Civica Rx began distributing insulin glargine pens for $55 per box, while California became the first state to sell its own CalRx-branded insulin at the same price point—both undercutting branded products by up to 90%. The coordinated launches mark the first major breach in a pricing fortress built by three pharmaceutical giants who control 90% of the U.S. insulin market. Unlike existing insulin, these products require no insurance forms, no rebates, no hidden markups. Just one transparent price available to anyone.

Updated Feb 10

Manufacturer of tirzepatide-based GLP-1s Mounjaro and Zepbound, which generated $24.8 billion in 2024. - Negotiating partner in BALANCE model

Medicare has been banned from covering weight loss drugs since 2003. CMS launched the BALANCE voluntary model in December 2025 to work around the law—negotiating $50-per-month access to Ozempic, Wegovy, and similar blockbusters for 10% of Medicare enrollees starting July 2026. The workaround: don't call it weight loss coverage, call it treatment for chronic disease with specific comorbidities. Manufacturer applications closed January 8, 2026, with negotiations continuing through February 28.

Updated Jan 14

Pharmaceutical giant developing both Alzheimer's treatments and the diagnostics to identify eligible patients. - Partner in diagnostic development and maker of Kisunla

For decades, diagnosing Alzheimer's meant either a $5,000 brain scan with radiation exposure or a painful spinal tap. In October 2025, the FDA cleared Roche's blood test for use in primary care—a simple blood draw that rules out Alzheimer's 97.9% of the time. It's the second blood test approved in five months, transforming a diagnosis that once required specialists and imaging centers into something your family doctor can order.

Updated Jan 9