The impact of the IRA on us and the pharmaceutical industry cannot yet be fully determined, but is likely to be significant.
All entries for: Infectious Diseases
March 4, 2026
Invivyd, Inc
Neutral Outlook
New Haven, CT
51-200 employees
The Inflation Reduction Act of 2022 (the “IRA”), among other things, permits the HHS to negotiate prescription drug prices with companies, subject to a specified cap, for Medicare units of a specified number of certain FDA approved or licensed brand name drugs or biologics without generic or biosimilar competitors each year, with such prices first set to take effect starting in 2026 for such products reimbursed under Medicare Part D and in 2028 for products reimbursed under Medicare Part B
Disease Area: Antiviral, Immune Diseases, Infectious Diseases
Drug Type: Biologic
February 27, 2026
Emergent BioSolutions Inc
Negative Outlook
Gaithersburg, MD
501-1,000 employees
While we are not directly affected by the IRA at this time, these types of laws may have a significant impact on our ability to set a product price we believe is fair and may adversely affect our ability to generate revenue and achieve or maintain profitability.
Disease Area: Antiviral, Infectious Diseases
Drug Type: Biologic, Small Molecule
February 27, 2026
Amneal Pharmaceuticals Inc
Negative Outlook
Bridgewater, NJ
5,001-10,000 employees
The drug pricing reforms in the IRA have impacted, and may impact in the future, the prices of certain of our products.
Disease Area: Cardiology, Dermatology, Endocrinology, Hematology, Infectious Diseases, Multiple, Neurological Diseases, Oncology
Drug Type: Biologic, Small Molecule
February 26, 2026
Opko Health Inc
Neutral Outlook
Waltham, MA
501-1,000 employees
The IRA has had and will likely continue to have a significant impact on the pharmaceutical industry.
Disease Area: Endocrinology, Immune Diseases, Infectious Diseases, Oncology
Drug Type: Biologic, Small Molecule
February 26, 2026
Phathom Pharmaceuticals Inc
Neutral Outlook
Florham Park, NJ
201-500 employees
The impact of the IRA on the pharmaceutical industry cannot yet be fully determined, but is likely to be significant.
Disease Area: Gastrointestinal, Infectious Diseases
Drug Type: Small Molecule
February 25, 2026
Innoviva Inc
Negative Outlook
Burlingame, CA
51-200 employees
The cumulative impact of federal and state healthcare reform measures, including the IRA and potential future reforms, may reduce coverage, reimbursement levels, or pricing flexibility for our current or future products.
Disease Area: Infectious Diseases, Respiratory Diseases
Drug Type: Biologic, Small Molecule
February 23, 2026
Vir Biotechnology, Inc.
Neutral Outlook
San Francisco, CA
201-500 employees
Among other things, the IRA contains many provisions aimed at reducing this financial burden on individuals by reducing the co-insurance and co-payment costs, expanding eligibility for lower income subsidy plans, and price caps on annual out-of-pocket expenses, each of which could have potential pricing and reporting implications.
Disease Area: Antiviral, Chronic Disease, Immune Diseases, Infectious Diseases, Oncology
Drug Type: Biologic
February 18, 2026
Charles River Laboratories International
Negative Outlook
Netherlands
10,001-50,000 employees
The IRA is anticipated to have significant effects on the pharmaceutical industry and may reduce the prices we can charge and reimbursement we can receive for our products, among other effects.
Disease Area: Immune Diseases, Infectious Diseases, Neurological Diseases, Oncology, Rare Disease, Respiratory Diseases
Drug Type: Biologic, Small Molecule
February 12, 2026
Seres Therapeutics
Layoffs
Cambridge, MA
51-200 employees
Seres Therapeutics is laying off approximately 30% of its roughly 103-person workforce as part of a pipeline refocusing initiative. The company is pausing investment in its Phase 2 SER-155 study and shifting focus to earlier-stage programs including SER-603 for inflammatory and immune indications.
Disease Area: Immune Diseases, Infectious Diseases, Oncology
Drug Type: Biologic