Pharma Trends
4 stories
Pipeline

Cancer Dominates Pipelines as Obesity and Rare Disease Surge

Oncology still accounts for nearly two of every five pipeline drugs, but obesity has entered the top 10 indications and roughly one-third of drugs now target at least one rare disease. The data reflects a broadening of pharma R&D priorities beyond traditional oncology strongholds.

RxWare View: The rising rare disease share of the pipeline means specialty access programs must scale patient identification and reimbursement navigation faster than ever before.
Market

Merck Pairs ADCs With Keytruda Ahead of Patent Cliff

Merck is combining antibody-drug conjugates with Keytruda in a push to advance treatment for challenging women's cancers. The strategy aims to demonstrate clinical progress while reinforcing the pipeline before Keytruda's looming patent expiration.

RxWare View: Combination oncology regimens demand access infrastructure that can coordinate benefits, prior authorization, and adherence across multiple high-cost agents simultaneously.
Market

Karyopharm Buys Time as Amgen Weighs Broader Imdelltra Use

Karyopharm secured an additional month to negotiate with creditors or pursue a deal, highlighting ongoing financial pressure in specialty biotech. Meanwhile, Amgen is exploring broader use of its cancer therapy Imdelltra, and a brain-focused gene therapy startup raised $275 million.

RxWare View: Financial volatility among specialty developers makes access program continuity planning a critical safeguard for patients dependent on these therapies.
Market

Novartis Investors Scrutinize Dealmaking Amid Biologics Patent Pressure

Novartis investors are stepping up scrutiny of the company's acquisition strategy following setbacks to drugs obtained through M&A. The pressure comes as the broader biologics market faces a wave of upcoming patent expirations.

RxWare View: As biologics face patent cliffs and portfolio reprioritization, robust access infrastructure becomes a key differentiator for preserving therapy value.
Regulatory Watch
3 updates
FDA

FDA Approves First SMA Muscle-Loss Therapy for Combination Use

The FDA approved Scholar Rock's Isembyld, the first drug targeting muscle loss in spinal muscular atrophy, for use alongside an SMN2-targeting therapy. Trial data showed motor skill improvements in young patients after one year.

RxWare View: Combination approvals in rare disease require access programs to coordinate benefit verification and adherence support across multiple simultaneous therapies.
Policy

EU Advocate General Recommends Annulling Pharma Wastewater Cost Rule

An EU Advocate General has recommended annulling part of a directive requiring drugmakers to finance 80% of wastewater treatment costs. The opinion marks a significant development in the industry's regulatory obligations in Europe.

RxWare View: Regulatory cost obligations on manufacturers shape the commercial resources available to fund patient access and support infrastructure.
Policy

Prediction Markets Raise New Compliance Risks for Clinical Trial Data

As betting markets expand into clinical trial outcomes, drugmakers face growing pressure to protect sensitive information beyond their own employees. Companies may need to scrutinize outside partners with access to confidential data.

RxWare View: As external parties monetize trial data, specialty pharma must extend information governance and vendor oversight across its full partner ecosystem.
RxWare Perspective
01

Combination Regimens Redefine Rare Disease Access

The approval of the first SMA muscle-loss therapy for combination use signals a structural shift in rare disease treatment toward layered, mechanism-diverse regimens. Access programs designed for single-agent therapies will struggle to coordinate the stacked benefit verification, prior authorization, and adherence demands these combinations create. Manufacturers should build combination-ready access infrastructure from the earliest launch planning stages.

02

Access Continuity Through Manufacturer Turbulence

As specialty developers navigate debt restructuring, acquisitions, and portfolio reprioritization, patients on their therapies face a real risk of disrupted hub services and copay support. Continuity planning for patient access should be treated as a core operational safeguard, not a contingency. The most resilient programs are those built to survive corporate transitions without interrupting the patient experience.

03

Data Governance Across the Partner Ecosystem

The rise of prediction markets on trial outcomes exposes how sensitive information now flows across an extended web of vendors, CROs, and consultants. Specialty pharma, with its small trial populations and high-visibility outcomes, faces heightened exposure. Extending information governance and confidentiality controls beyond internal teams to every partner with data access is becoming a strategic necessity.

Upcoming in Specialty Pharma
OCT 25
Conference
AAPS PharmSci 360
October 25, 2026 · New Orleans, LA
New tracks on research credibility and post-animal drug development are highly relevant to rare disease and specialty pipeline developers.
OCT 19
Conference
AMCP Nexus 2026
October 19, 2026 · Las Vegas, NV
The premier managed care pharmacy meeting shaping payer coverage and utilization management for high-cost specialty therapies.
NOV 4
Summit
World Orphan Drug Congress USA 2026
November 4, 2026 · Boston, MA
A leading gathering for rare disease stakeholders focused on development, access, and patient support strategy.
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