Research Programs Discontinued
0
Drugs Discontinued
0
since passage of the Inflation Reduction Act
News Updates

Sen. Thom Tillis and John Stanford: Free markets built American prosperity. Government intervention puts it at risk

Incubate and Manatt Release New Report: Regulatory Instability at FDA Is Reshaping Biotech Investment

Washington Post Editorial Board: Moderna’s chilling announcement is a symptom of a deeper sickness

Incubate Survey: 74% of investors say IRA’s pill penalty diverts resources away from small molecule drug development.

Endpoints News: Biotech industry goes six months without an IPO

Leerink Partners report shows no evidence of market failures that block generic competition

National Pharmaceutical Council: Share of drugs with one orphan designation that later received a second designation decreased 48% post-IRA

ITIF: The IRA is negotiating the United States out of drug innovation

Stifel report: Rare disease companies saw $1B loss in value from 2020-2022, with further losses through Feb. 2025

CNBC Video ▶️: Novartis CEO says companies are deprioritizing small molecule medicines for the elderly due to IRA

Vital Transformation analysis: Small molecule funding dropped 70% since introduction of the IRA

Policy & Medicine: The Inflation Reduction Act and its broader impact on innovation, access, and affordability in healthcare

STAT: The IRA will chill rare disease innovation, experts warn. Can lawmakers reignite that spark?

MedPage Today: Experts debate whether IRA provisions stifle pharma innovation at Senate hearing

WSJ Editorial Board: Drug price controls mean fewer cures, IRA causing R&D spending cuts for new medicines

Wall Street Journal: Big Pharma cuts R&D, sending shudders through industry

Novartis CEO on IRA: Companies are managing… by shifting away from small-molecule medicines for other therapies and neurological diseases.

Bloomberg Law: U.S. drug negotiations plan shifts focus for rare disease programs

InsideHealthPolicy: Researchers say IRA may disrupt development of non-opioid pain meds

State Street Global Advisors point to small molecule penalty in latest investment note

Fitch Ratings: Medicare drug price negotiation program expected to deter investments into small molecule drugs

Axios: Drugmakers, investors say they’ve already changed bets in IRA’s first year

GlobalData Market Analysis: Biologics receive $7.6 billion more venture financing than small molecule drugs

Incubate’s Investment Tracker measures the impacts of the Inflation Reduction Act’s healthcare provisions on the life sciences ecosystem, with special attention to the impacts of the small molecule penalty.

Date
Date
Disease Area
Drug Type
Announcement Type
Company Size
May 21, 2026

Atavistik Bio raised $160 million to advance precision allosteric small molecules for the treatment of rare diseases and precision oncology.

City: Cambridge
State: MA
Investment Amount: $160

March 31, 2026

Matinas BioPharma Holdings, Inc

Neutral Outlook

Bedminster, NJ
1-50 employees

Legislative, administrative, and private payor efforts to control drug costs span a range of proposals, including drug price negotiation, Medicare Part D redesign, drug price inflation rebates, international mechanisms, generic drug promotion and anticompetitive behavior, manufacturer reporting, and reforms that could impact therapies utilizing the accelerated approval pathway. We cannot predict the ultimate content, timing or effect of any changes to the ACA, the Inflation Reduction Act, or other federal and state healthcare policy reform efforts including those aimed at drug pricing.

Disease Area: Infectious Diseases, Rare Diseases
Drug Type: Small Molecule
March 31, 2026

Neonc Technologies Holdings, Inc/CA

Neutral Outlook

Calabasas, CA
1-50 employees

In addition, on August 16, 2022, President Biden signed the Inflation Reduction Act of 2022 (the IRA) into law, which among other things, extends enhanced subsidies for individuals purchasing health insurance coverage in ACA marketplaces through plan year 2025. The IRA also eliminates the “donut hole” under the Medicare Part D program beginning in 2025 by significantly lowering the beneficiary maximum out-of-pocket cost through a newly established manufacturer discount program.

Disease Area: Neurological Diseases, Oncology
Drug Type: Small Molecule
March 31, 2026

Omeros Corp

Negative Outlook

Seattle, WA
201-500 employees

Inflation Reduction Act Deductions. If, during the Net Sales Term for an Anticipated Product in the United States, such Anticipated Product is designated as a Selected IRA Drug by the Secretary of the U.S. Department of Health and Human Services, and Novo Nordisk or its Affiliate or its or their licensee or Sublicensee is required to negotiate and is ultimately subject to a Maximum Fair Price that will apply to sales of such Anticipated Product during the Price Applicability Period (the Calendar Quarter during which such event occurred, the “Event Quarter”), then the Net Sales of such Anticipated Product in the United States[***] will be reduced by [***].

Disease Area: Immune Diseases, Neurological Diseases
Drug Type: Small Molecule
March 31, 2026

Palvella Therapeutics, Inc.

Neutral Outlook

Wayne, PA
1-50 employees

Several healthcare reform proposals culminated in the enactment of the Inflation Reduction Act of 2022 (“IRA”) for example, contains substantial drug pricing and other reforms to Medicare’s coverage of pharmaceuticals. Among other things, the IRA eliminated, beginning in 2025, the coverage gap under Medicare Part D by significantly lowering the enrollee maximum out-of-pocket cost and requiring manufacturers to subsidize, through a newly established manufacturer discount program (replacing the former Coverage Gap Discount Program), 10% of Part D enrollees’ prescription costs for brand drugs below the out-of-pocket limit, and 20% once the out-of-pocket limit has been reached.

Disease Area: Dermatology, Rare Diseases
Drug Type: Small Molecule
March 31, 2026

NeuoSense Therapeutics Ltd

Negative Outlook

Tel Aviv, Israel
1-50 employees

On August 16, 2022, President Biden signed into law the Inflation Reduction Act that is intended to lower certain prescription drug costs under Medicare. The law permits the Medicare program to negotiate Medicare payments for a limited number of drugs. On August 1, 2024, CMS announced an agreement reached for negotiated Medicare prices for 10 selected drugs. CMS then announced on January 17, 2025, negotiations for Medicare prices for 15 selected drugs. In addition, the law set a cap of $2,000 in 2025 on out-of-pocket drug costs for Medicare eligible individuals…If healthcare policies or reforms intended to curb healthcare costs are adopted, or if we experience negative publicity with respect to the pricing of our products or the pricing of pharmaceutical drugs generally, the prices that we charge for any approved products may be limited, our commercial opportunity may be limited and/or our revenues from sales of our products may be negatively impacted.

Disease Area: Neurological Diseases, Rare Diseases
Drug Type: Small Molecule
March 31, 2026

Belite Bio, Inc

Neutral Outlook

San Diego, CA
51-200 employees

Notably, on August 16, 2022, President Biden signed the “Inflation Reduction Act of 2022” (IRA) into law, incorporating many key provisions of the “Build Back Better Act”. Prescription drug price reform is a focal point of this landmark legislation that incorporates many proposals advanced over the last decade to overhaul drug costs under the Medicare program.

Disease Area: Other, Rare Diseases
Drug Type: Small Molecule
March 31, 2026

Belite Bio, Inc

Neutral Outlook

San Diego, CA
51-200 employees

Notably, on August 16, 2022, President Biden signed the “Inflation Reduction Act of 2022” (IRA) into law, incorporating many key provisions of the “Build Back Better Act”. Prescription drug price reform is a focal point of this landmark legislation that incorporates many proposals advanced over the last decade to overhaul drug costs under the Medicare program.

Disease Area: Other, Rare Diseases
Drug Type: Small Molecule
March 31, 2026

Lyra Therapeutics, Inc/MA

Neutral Outlook

Watertown, MA
1-50 employees

While the impact of the IRA on the pharmaceutical industry cannot yet be fully determined, it is likely to be significant.

Disease Area: Other, Respiratory Diseases
Drug Type: Small Molecule
March 31, 2026

OS Therapies Inc

Neutral Outlook

Grasonville, MD
1-50 employees

Healthcare reform legislation also influences coverage, pricing and reimbursement for biopharmaceutical products. In the United States, statutes such as the Affordable Care Act and the Inflation Reduction Act, as well as other federal and state programs, establish requirements for Medicaid and Medicare drug rebates, coverage determinations, pricing transparency and other programmatic matters.

Disease Area: Oncology
Drug Type: Biologic
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