At AMCP Nexus 2025, leaders across policy, managed care, and the pharmaceutical industry explored how innovation, cost, and access are reshaping the system.
Key Themes Shaping the Future of Healthcare:
1. Evidence-Based Reform: Former House Speaker Paul Ryan called for data-driven policy, state-based risk pools, and a premium support model for Medicare to address growing financial pressures.
2. Specialty Drug Costs: Specialty medicines, particularly biologics, are expected to drive 46% of global drug spend by 2029. Payers are responding with biosimilars and generics-first strategies to contain costs.
3. Oncology Innovation: Over 1,600 oncology treatments are in development, with a strong focus on rare cancers and solid tumors. Modalities like antibody-drug conjugates, bispecific antibodies, CAR-T therapies, and oral SERDs continue to expand treatment options.
4. Gene Therapy and Value-Based Contracting: With up to 70 new approvals expected by 2032, the focus is shifting from feasibility to sustainability. The next phase of value-based contracting will require shared risk, flexible outcomes, and new financing models.
5. GLP-1 Expansion: GLP-1 therapies are rapidly expanding beyond obesity, with over 120 molecules in development and growing evidence of cardiovascular and metabolic benefits.
6. Policy and Manufacturer Adaptation: Some major manufacturers are adapting to new trade and pricing frameworks by expanding U.S. production and participating in initiatives like the TrumpRx direct-to-consumer platform.
Our take:
Pharmaceutical innovation is accelerating, creating new opportunities and pressures for healthcare stakeholders. Success will depend on proactive, evidence-driven, and financially agile access strategies.
At VS Health Group, we help organizations with actionable strategies to improve access and drive impact across the healthcare ecosystem.
