Grateful to @WWLAMFM & Tommy Tucker for continuing to bring healthcare+pharma to NOLA and Gulf Coast listeners, and having me back on the show. This morning, I joined to discuss GLP-1 medications, orals, compounding pharmacies. 👇 link to the 15-minute segment.
@cfr.org
audacy.com/podcast/wwl-...
For more on pregnancy testing using Xenopus @edyong209.bsky.social 's 2017 article @theatlantic.com
www.theatlantic.com/science/arch...
Before Margaret Crane and Organon's pregnancy test, and long before ClearBlue, in mid 1930s, South African scientists pioneered human pregnancy testing using the Xenopus frog. 👇Matt Lubin's article on the history of Xenopus. press.asimov.com/articles/xen...
With expanded authority & funding, the Development Finance Corporation (DFC) can be a vital tool for US engagement in global health. 👇 Some ideas on how it can simultaneously advance US health security & improve health outcomes where most needed.
@cfr.org
www.thinkglobalhealth.org/article/what...
www.ft.com/content/8232...
cc: @hannahkuchler.bsky.social @erictopol.bsky.social @laurenjyoung.bsky.social @natashaloder.bsky.social @michaelmina.bsky.social
Novo had been working on peptide oral absorption pathways for a very long time, and its bet on SNAC and Emisphere paid off. Important to recall that SNAC was given GRAS status by the FDA when it was approved in the VitB12 formulation in 2014. Reminds us of the benefits of "obliquity" in pharma R&D.
As a supply chain optimizer, I am not super excited when only <5% of the API manufactured actually contributes to the effect (i.e. in oral formulations).
Higher dosing with oral GLP-1s means higher API demand → raises API supply constraint questions (likely resolved for US supply, but depends on global demand projections). On the flip side, oral dosing removes supply constraints tied to cartridges/pen devices.
A lot of excitement around FDA approval of oral semaglutide for weight loss. Re-sharing an @FT article from Oct (to which I contributed perspectives). Gets into the history of obesity meds, higher oral dosing, API demand, SNAC history & more.
🧵👇(1/5)
#oral #GLP1 #supplychain
ft.com/content/8232...
Regardless of politics, it's fair to say the Trump admin has pushed pharma to rethink pricing, manufacturing & DTC models. Interesting to see each CEO’s flagship example: GSK—Asthma inhalers; Gilead—Lenacapavir; Roche—Xofluza; BMS—Eliquis; Merck—CVD/PCSK9 . #pharma #pricing #MFN
The $4.6 billion US pledge to the Global Fund
shows the United States' willingness to continue playing an important role in Global Health and to support multilateral agencies that meet certain criteria.
thinkglobalhealth.org/article/the-...
Since Jan 21, an unprecedented $480B of clinical and commercial biopharma capacity expansion has been announced in the US by leading pharmaceutical companies. We analyze its upstream effects on bioequipment manufacturing earnings and share prices. @cfr.org www.thinkglobalhealth.org/article/trac...
👇read some of my thoughts re pharma manufacturing quality enforcement reform in India. @healthbeat.org by William Herkewitz
@cfr.org
#India #pharma #quality #enforcement #improvement
www.healthbeat.org/2025/10/23/g...
With 43 million deaths/ y (73% in LMICs) due to #NCDs, we need operational implementation, not just declarations. Pragmatic delivery systems to supply medicines, and smarter demand forecasting are 2 simple ones to start with. My short article after the UNGA-HLM on NCDs. jointly with Aly Martinez.
Thomas Bollyky, Chloe Searchinger, and @prof-yadav.bsky.social discuss the United States’ growing dependence on foreign sources for critical medicines—and call on policymakers to diversify the U.S. pharmaceutical supply chain:
Since 2020, I have frequently joined Tommy Tucker and WWL Radio's morning show to discuss pharmaceutical supply issues for their listeners in New Orleans and across the Gulf Coast. This morning, we talked about the Trump Administration’s pharmaceutical tariffs
@cfr.org
audacy.com/podcast/wwl-...
The United States’ growing dependence on foreign drugs puts national security at risk—but imposing high tariffs on essential generic medicines will not make the country safer, argue @prof-yadav.bsky.social and Thomas Bollyky.
The United States’ growing dependence on foreign drugs puts national security at risk—but imposing high tariffs on essential generic medicines will not make the country safer, argue @prof-yadav.bsky.social, Chloe Searchinger, and Thomas Bollyky.
Procuring #pandemic #countermeasures needs new skills, smarter contracts & higher risk tolerance. Demand is highly volatile, suppliers may be new, production incentives are weak, & often need #procurement before reg approval. Key themes I shared at the recent ADB symposium on pandemics.
@cfr.org
On 11 July 2025, the Asian Development Bank will host a Symposium on Multilateral Financing for Pandemic Preparedness and Response in Manila. The symposium features a session on procurement for medical countermeasures. You can also join us via Zoom: lnkd.in/ei7zKtX6.
The US needs to address the lack of supply resilience for critical generic medicines. But it needs other tools of industrial policy (hint: not tariffs). @jaredshopkins.bsky.social @wsj.com
www.wsj.com/health/pharm...
Thanks for including my thoughts.
#generic #pharma #supplychain #resilience
Amid #WHA78, the WHS session on “Taking Responsibility for Health in a Fragmented World” sparked some key reflections for me. Grateful to @Ilona Kickbusch for thoughtful questions on trade, industrial policy, & global health. Hope it sparks a continued dialogue. 👇images copyright World Health Summit
If you are in Geneva at #WHA78 join us for this
@worldhealthsummit.bsky.social #WHS side event "Taking Responsibility for Health in a Fragmenting World."
📍 InterContinental Hotel - Ballroom A
🗓️ May 21, 2025 | 17:00 CEST
👉 Full program here: lnkd.in/dUbBEV8W
@cfr.org
CFR Senior Fellow @prof-yadav.bsky.social analyzes how the White House's executive order to lower drug prices by invoking a most-favored-nation clause could have cascading effects on medicine access in low-income countries.
The U.S. executive order on most-favored-nation drug pricing could have cascading implications for global health agencies serving LMICs. It could undermine mechanisms that enable affordable access to essential medicines. - @prof-yadav.bsky.social
The new US Exec Order on pharma MFN pricing sticks to high-income countries (thankfully). But it risks reigniting broader MFN demands by MICs, jeopardizing low-tier prices critical for access in low-income countries. I unpack this in my latest ThinkGlobalHealth @cfr.org piece. (Link in next post) 👇
Some other discussion points re tiered pricing, comparing company-led tiered pricing vs more systematically established bands (not directly related to the MFN clause) that we have deliberated in the past.
cgdev.org/sites/defaul...
In 👇 we argue that each country would pay a price pharmaceuticals that is commensurate with the value it provides to that country's health system.
pubmed.ncbi.nlm.nih.gov/32185365/
