The Access Architecture Era: What ASCO 2026 Signals for Cell Therapies

By Ignacio Urdaneta, Consultant and Shannon McElroy, Senior Consultant Cell and gene therapy has long been framed as a scientific frontier problem: improve durability, manage toxicity, expand into earlier lines, and eventually move beyond hematologic malignancies. But the most commercially relevant messages emerging around ASCO 2026 suggest the field is entering a new phase. The […]

In Vivo CAR-T: The Next Inflection Point in Cell Therapy Operations

By Ignacio Urdaneta, Consultant and Kian Talaei, Engagement Manager CAR‑T therapies have demonstrated what is possible when immune cells are precisely engineered to attack cancer. But after more than a decade of ex vivo development, the industry is encountering an evolving constraint: widespread operational feasibility. Autologous CAR‑T works, yet manufacturing timelines and complex treatment journey […]

IRA Maximum Fair Price: What IPAY 2026 Reveals for Impacted Manufacturers

By Anni Xin, Associate Partner Year one of the Inflation Reduction Act’s (IRA) Maximum Fair Price (MFP) implementation has produced key evidence on pricing behavior, payer response, and operational readiness, with implications extending well beyond the ten drugs selected in 2026. For manufacturers with MFP-selected products or operating within MFP-impacted drug classes, the patterns emerging […]

When the Access Environment Is the Problem, and When Perceived Access Is

The oncology access landscape continues to tighten, with payers increasingly deploying step edits, utilization management (UM) controls, and formulary restrictions across therapeutic classes. What's less well understood, and potentially just as consequential, is that provider wariness around coverage increasingly operates independently of actual payer policy for a given product. Physicians are making prescribing decisions based on an internalized model of the access environment, and that model doesn't always reflect current reality for the therapy in front of them.

JPMorgan Healthcare Conference Week Recap and 2026 Outlook

The 44th Annual J.P. Morgan Healthcare Conference (JPM 2026) and its sister conference, Biotech Showcase, concluded in San Francisco on January 15, signaling a year defined by disciplined growth, sharpened strategic execution, maturing innovation, and heightened geopolitical complexity. Across pharma, biotech, MedTech, digital health, and healthcare services, leaders expressed measured optimism rooted in strong scientific momentum and improved capital conditions—tempered by policy uncertainty and global competitive shifts.

White Paper: The Rise of Direct-to-Patient

Download this white paper to explore how direct-to-patient (DTP) models are rapidly reshaping pharmaceutical commercialization strategies.

AI and The Next Wave of Alert Fatigue in Oncology?

As oncology becomes more data-driven, the burden of navigating complex digital workflows is growing. While "click fatigue" has long been cited as a byproduct of evidence-based pathways and clinical decision support tools, we're now entering a new phase, one where pop-up fatigue may emerge as a more disruptive force. Unlike passive documentation burdens, this wave is shaped by active, real-time alerts injected into the physician workflow, increasingly from AI platforms analyzing data in the background.

Bridging the Gap: Navigating Oncology Provider Hub and Satellite Site Dynamics

By Casey Speer, Principal & Miranda Brekke, Senior Consultant In today’s increasingly complex oncology landscape, manufacturers face mounting pressure to launch innovative therapies and optimize adoption for eligible patients across all care settings. An overlooked, yet critical, lever for improving novel product adoption is a deeper understanding of provider hub and satellite site dynamics. Satellite […]

What Makes a ‘Next-Generation’ Oncology Therapy? Data, Differentiation and the Power of Positioning

By Matthew Cunningham, Managing Partner In oncology, the language used to frame innovation matters. Terms like “next-generation,” “second-generation,” and even “third-” or “fourth-generation” are used to imply progress—but they also influence how products are perceived by providers, payers, and investors. The use of these terms is not just siloed to post-launch marketing —it’s growing significantly […]

From Policy to Practice: Strategically Navigating Maximum Fair Price Implementation

The Inflation Reduction Act’s (IRA) Maximum Fair Price (MFP) provision enables the Centers for Medicare & Medicaid Services to negotiate prices for highly utilized drugs, representing a transformative shift in Medicare’s approach to drug pricing. Starting in 2026, MFPs will take effect for 10 high-volume Part D drugs and will expand in subsequent years to include additional Part D and Part B drugs. The magnitude of negotiated discounts is significant, with an average discount of over 50% for first-round drugs that treat diabetes, cardiovascular diseases, autoimmune diseases, and blood cancers.