All entries for: Biologic

March 30, 2026

Oncolytics Biotech Inc

Negative Outlook

San Diego, CA
51-200 employees

We may not be able to adequately price our product or obtain third-party reimbursement for the cost of our product, which would adversely affect our sales and profitability. The healthcare industry is subject to significant regulatory reforms and cost containment pressures that could materially affect our business. In the U.S., there has been increasing legislative and regulatory focus on controlling pharmaceutical pricing. At the federal level, Congress passed the Inflation Reduction Act of 2022 (the “IRA”), which includes provisions that authorize the Secretary of Health and Human Services to negotiate prices with pharmaceutical companies for certain high-expenditure, single-source drugs covered under Medicare Part B or Part D programs, and provisions that impose rebates under Medicare Part B or Part D to penalize price increases that outpace inflation.

Disease Area: Oncology
Drug Type: Biologic
March 30, 2026

Auro Biosciences, Inc

Neutral Outlook

Boston, MA
1-50 employees

The outcome of this litigation as well as the effects of the IRA on our business and the healthcare industry in general are not yet known.

Disease Area: Oncology
Drug Type: Biologic
March 30, 2026

RenovoRx, Inc

Neutral Outlook

Mountain View, CA
1-50 employees

On August 2022, Congress passed the Inflation Reduction Act of 2022, which includes prescription drug provisions that have significant implications for the pharmaceutical industry and Medicare beneficiaries, including allowing the federal government to negotiate a maximum fair price for certain high-priced single source Medicare drugs, imposing penalties and excise tax for manufacturers that fail to comply with the drug price negotiation requirements, requiring inflation rebates for all Medicare Part B and Part D drugs, with limited exceptions, if their drug prices increase faster than inflation, and redesigning Medicare Part D to reduce out-of-pocket prescription drug costs for beneficiaries, among other changes.

Disease Area: Oncology
Drug Type: Biologic
March 30, 2026

Bicara Therapeutics Inc.

Neutral Outlook

Boston, MA
1-50 employees

The implementation of the IRA is currently subject to ongoing litigation that challenges the constitutionality of the IRA’s Medicare drug price negotiation program. The full impact of the IRA on our business and the pharmaceutical and healthcare industry in general is not yet known.

Disease Area: Oncology
Drug Type: Biologic
March 30, 2026

Jasper Therapeutics, Inc

Neutral Outlook

Redwood City, CA
51-200 employees

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

Disease Area: Immune Diseases
Drug Type: Biologic
March 30, 2026

Genprex, Inc

Neutral Outlook

Austin, TX
1-50 employees

In 2022, President Biden signed the Inflation Reduction Act, which, among other things, contains a provision that authorizes CMS to negotiate a “maximum fair price” for a limited number of high-cost, single-source drugs each year, and another provision that requires drug companies to pay rebates to Medicare if prices rise faster than inflation. It is unclear to what extent these and other statutory, regulatory, and administrative initiatives will be enacted and implemented in future years.

Drug Type: Biologic
March 30, 2026

Immune Bio, Inc/FL

Neutral Outlook

Boca Raton, FL
1-50 employees

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

Disease Area: Immune Diseases
Drug Type: Biologic
March 30, 2026

PDS Biotechnology Corp/NJ

Neutral Outlook

Princeton, NJ
51-200 employees

For that and other reasons, it is currently unclear how the IRA will be effectuated, and the impact of the IRA on the pharmaceutical industry cannot yet be fully determined.

Disease Area: Infectious Diseases, Oncology
Drug Type: Biologic
March 27, 2026

Werewolf Therapeutics, Inc.

Neutral Outlook

Watertown, MA
1-50 employees

For example, in August 2022, the Inflation Reduction Act of 2022, or the IRA, was signed into law by President Biden. The legislation 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, and replaces the Part D coverage gap discount program with a new discounting program. 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 27, 2026

Autolus Therapeutics plc/uk

Neutral Outlook

London, UK
201-500 employees

For example, the IRA, 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 and creating a new manufacturer discount program.

Disease Area: Hematology, Oncology
Drug Type: Biologic
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