All entries for: Oncology

March 23, 2026

Xilio Therapeutics

Neutral Outlook

Waltham, MA
51-200 employees

On August 16, 2022, the Inflation Reduction Act of 2022, or the IRA, was signed into law. The new legislation has implications for Medicare Part D, which is a program available to individuals who are entitled to Medicare Part A or enrolled in Medicare Part B, to give them the option of paying a monthly premium for outpatient prescription drug coverage. Among other things, the IRA requires manufacturers of certain drugs to engage in price negotiations with Medicare (beginning in 2026), with prices that can be negotiated subject to a cap; imposes rebates under Medicare Part B and Medicare Part D to penalize price increases that outpace inflation (first due in 2023); and replaces the Part D coverage gap discount program with a new discounting program (beginning in 2025). The IRA permits the Secretary of HHS to implement many of these provisions through guidance, as opposed to regulation, for the initial years.

Disease Area: Oncology
Drug Type: Biologic
March 23, 2026

Bionano Genomics

Neutral Outlook

San Diego, CA
201-500 employees

The Inflation Reduction Act of 2022 (“IRA”) also eliminates the coverage gap under the Medicare Part D program beginning in 2025 by significantly lowering the beneficiary maximum out-of-pocket cost and through a newly established manufacturer discount program.

Disease Area: Oncology, Rare Diseases
Drug Type: Biologic
March 23, 2026

BioLineRx Ltd

Neutral Outlook

Modi'in, Israel
51-200 employees

However, the IRA’s impact on the pharmaceutical industry in the United States remains uncertain, in part because multiple large pharmaceutical companies and other stakeholders (e.g., the U.S. Chamber of Commerce) have initiated federal lawsuits against CMS arguing the program is unconstitutional for a variety of reasons, among other complaints. Those lawsuits are currently ongoing.

Disease Area: Oncology, Rare Diseases
Drug Type: Small Molecule
March 23, 2026

Context Therapeutics

Neutral Outlook

Philadelphia, PA
1-50 employees

The effect of the IRA on our business is not yet known.

Disease Area: Oncology
Drug Type: Biologic
March 23, 2026

Pyxis Oncology

Neutral Outlook

Boston, MA
1-50 employees

The IRA also imposes additional rebates for certain Part B and Part D drugs where relevant pricing metrics associated with the products increase faster than inflation. However, it is unclear how the IRA will be effectuated or changed under the new Trump Administration and the degree of impact that the IRA will ultimately have upon our business similarly remains unclear.

Disease Area: Oncology
Drug Type: Biologic
March 23, 2026

Sutro Biopharma

Negative Outlook

South San Francisco, CA
201-500 employees

Thus, while it is unclear how the IRA will be implemented, it will likely have a significant impact on the biopharmaceutical industry and the pricing of prescription drug products.

Disease Area: Oncology
Drug Type: Biologic
March 20, 2026

Cellectis S.A.

Negative Outlook

Paris, France
201-500 employees

For example, in August 2022, the United States enacted the Inflation Reduction Act of 2022 (IRA), which includes two policies that are designed to have a direct impact on drug prices. The IRA requires the federal government to negotiate prices for certain high-cost drugs covered under Medicare and requires drug manufacturers to pay rebates to Medicare if they increase prices faster than inflation for drugs used by Medicare beneficiaries. The private sector has also sought to control healthcare costs by limiting coverage or reimbursement or requiring discounts and rebates on products. We are unable to predict what additional legislation, regulations or policies, if any, relating to the healthcare industry or third party coverage and reimbursement may be enacted in the future or what effect such legislation, regulations or policies would have on our business. Any cost containment measures could significantly decrease the available coverage and the price we might establish for our potential products, which would have an adverse effect on our net revenues and operating results.

Disease Area: Hematology, Oncology
Drug Type: Biologic
March 19, 2026

Sol-Gel Technologies Ltd

Neutral Outlook

Whippany, NJ
1-50 employees

In August 2022, the Inflation Reduction Act, or IRA, was signed into law. The IRA includes multiple provisions that may impact the prices of drug products that are both sold into the Medicare program and throughout the United States. For example, a manufacturer of a drug or biological product covered by Medicare Parts B or D must pay a rebate to the federal government if the product’s price increases faster than the rate of inflation.

Disease Area: Dermatology, Oncology, Rare Diseases
Drug Type: Small Molecule
March 19, 2026

SELLAS Life Sciences Group

Neutral Outlook

New York, NY
1-50 employees

However, the IRA’s impact on the pharmaceutical industry in the United States remains uncertain, in part because multiple large pharmaceutical companies and other stakeholders (e.g., the U.S. Chamber of Commerce) have initiated federal lawsuits against CMS arguing the program is unconstitutional for a variety of reasons, among other complaints. Those lawsuits are currently ongoing.

Disease Area: Hematology, Oncology
Drug Type: Small Molecule
March 19, 2026

Damora Therapeutics

Neutral Outlook

Waltham, MA
1-50 employees

Notwithstanding these provisions, the IRA’s impact on commercialization and competition remains largely uncertain.

Disease Area: Hematology, Oncology
Drug Type: Biologic, Small Molecule
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