VitalTransformation

In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) and Harry Bowen discuss how the Inflation Reduction Act (IRA) has affected research into new uses for already approved medicines, including treatments for rare diseases. Our newly published study found that, following the IRA, cancer research accounted for a smaller share of studies exploring additional uses for rare-disease medicines, declining by approximately 14 percentage points. - Watch the podcast: xitter.gq/VitalTransform/status/… #VitalHealthPodcast #IRA @sanofi @SanofiUS @michaelpenn

In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) and Harry Bowen discuss their newly published study of the Inflation Reduction Act (IRA). The study estimates a 37% decline in annual follow-on studies for small-molecule cancer medicines, from approximately 52 to 33. The modeled annual number of first approvals for small-molecule cancer medicines was also 27% lower in the post-IRA comparison. - Watch the podcast: xitter.gq/VitalTransform/status/… #VitalHealthPodcast #IRA @sanofi @SanofiUS @michaelpenn

In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) and Harry Bowen explain why distinguishing between small-molecule drugs and biologics matters when evaluating the impact of policy on drug development. Combining drug types in a single analysis can obscure important differences in how pharmaceutical research and development are affected. Our newly published study found a 37% decline in the modeled annual number of studies exploring additional uses for already approved small-molecule cancer medicines. - Watch the podcast: xitter.gq/VitalTransform/status/… #VitalHealthPodcast #IRA @sanofi @SanofiUS @michaelpenn

In this episode of the Vital Health Podcast, host Duane Schulthess (@DuaneSchulthess) speaks with Harry Bowen, Economics Research Partner at Vital Transformation, about their newly published study on the Inflation Reduction Act (IRA) and late-stage drug research, including additional uses of medicines after their first FDA approval. They explain why separating small molecules from biologics and examining the mix of research across disease areas can reveal patterns hidden in aggregate results. The conversation also covers policy expectations, venture capital, biopharma competition, and the economic trade-offs involved in tariffs and domestic manufacturing.

Join us at the EIRA Conference 2026 to hear Duane Schulthess (@DuaneSchulthess), Stephen Ezell (@sjezell), Sandra Barbosu, and Katharina Blankart (@katblankart) speak on pricing policy and pharmaceutical innovation! Duane Schulthess will address European price controls and U.S. innovation. Stephen Ezell and Sandra C. Barbosu will compare price-control regimes in Japan, Europe, and the United States. Katharina Blankart will discuss intellectual property rights and value-based pricing. Register for the event on EIRA Initiative's website. #VitalTransformation #EiraConference2026 #InnovationPolicy @EiraInitiative

Drug-resistant infections are already placing a significant financial burden on U.S. hospitals, and that burden could grow substantially over the next two decades. Our recent antimicrobial resistance (AMR) study estimates that annual U.S. hospital costs associated with resistant infections could rise from approximately $31 billion in 2025 to $52 billion by 2045, an increase of nearly 68%. #AMR #AntimicrobialResistance #HealthEconomics

Our recent antimicrobial resistance (AMR) study models a 20-year U.S. hospital cost burden of about $655 billion in present value through 2045. That expresses future costs together on a common value basis, rather than as a single year's bill. The model scales 2016-2024 Vanderbilt University Medical Center findings for sepsis, hospital-acquired pneumonia, and complicated urinary tract infection. Lower and higher growth scenarios produce estimates of $595 billion and $725 billion. This projected financial burden highlights the long-term economic impact of drug resistance and the importance of investing in prevention, early detection, and effective treatments to reduce pressure on the U.S. healthcare system. #AMR #AntimicrobialResistance #HealthEconomics

Press Release: New Study Finds that Antimicrobial Resistance (AMR) could cost the U.S. $655 billion by 2045. Study finds: - Annual costs to treat AMR are projected to rise from $31B per year in 2025 to $52B by 2045. - AMR-associated hospital bed utilization is projected to increase 68% by 2045, from approximately 2.1 million additional U.S. bed-days annually to 3.5 million. - Resistant infections were associated with four additional hospital days and $21,453 in additional costs per infection, after adjusting for patients’ pre-existing health conditions. Read the full press release and research here: vitaltransformation.com/2026…

Duane Schulthess (@DuaneSchulthess) speaks today at IDWeek 2026! Join Vital Transformation’s oral presentation on antimicrobial resistance, hospital costs, and bed displacement at 3:30 p.m. Eastern in Room 209 ABC. IDWeek 2026 | October 23, 2026 | 3:30 - 3:45 p.m. Eastern Walter E. Washington Convention Center · Room 209 ABC #VitalTransformation #IDWeek2026 #AMR @IDWeekmtg

In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) speaks with Eric Lindquist about the decline in biotech venture funding. Eric describes more companies seeking funding than venture capital firms with money to deploy, making investors more selective. He also explains how mandates to invest in European or U.S. companies narrow fundraising options. Watch the full podcast on Vital Transformation's YouTube. #VitalHealthPodcast #Biotech #VentureCapital #BiotechInvestment

When European and U.S. medicine prices are set separately, a company can accept a lower European price to generate revenue from another market while preserving its higher U.S. margins. Most Favored Nation (MFN) reference pricing could change that by using the lower European price to set the U.S. price. For companies that earn most of their profits in the U.S., the additional European sales may not offset the reduction in profits across their U.S. business, giving them a reason to delay or reconsider a European launch. In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) speaks with Eric Lindquist about Most Favored Nation (MFN) and the need for consistent policy. #VitalHealthPodcast #MFN #DrugPricing #MarketAccess

In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) and Harry Bowen explain how Most Favored Nation (MFN) pricing could change a company's decision to launch a medicine in Europe. A lower negotiated European price could become the reference for its U.S. price. Harry Bowen argues that protecting U.S. profits could then outweigh the benefit of additional European sales, giving companies an incentive to withhold launches in lower-priced markets. #VitalHealthPodcast #MFN #DrugPricing #MarketAccess

A promising drug can have market potential and still not fit a company's current commercial team or portfolio. Eric Lindquist explains that Pfizer made this assessment of gedatolisib (Revtorpyk) and could still benefit from the drug's success through royalties and milestones. In our latest Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) speaks with Eric about why a large company would license out a potentially profitable drug and how the Inflation Reduction Act (IRA) has affected the deal. #VitalHealthPodcast #DrugDevelopment #Biopharma #DrugLicensing

One week until Duane Schulthess (@DuaneSchulthess) presents at IDWeek 2026! Our presentation examines antimicrobial resistance (AMR), hospital costs, and bed displacement across three major infections in the United States. IDWeek 2026 October 23, 2026 | 3:30 - 3:45 p.m. Eastern Walter E. Washington Convention Center · Room 209 ABC #VitalTransformation #IDWeek2026 #AMR @IDWeekmtg

In our recent Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) and Harry Bowen discuss how U.S. policy can influence biotech investment in Europe. They examine the incentive for companies to bring corporate profits held overseas back to the U.S. following the Tax Cuts and Jobs Act, and consider how that movement of capital may have affected funding for European biotech. #VitalHealthPodcast #BiotechInvestment #HealthPolicy

European medicine-pricing policy is the starting point for a U.S. innovation question. At EIRA Conference 2026, Duane Schulthess (@DuaneSchulthess) will present “Effects of European Price Control on U.S. Pharmaceutical Innovation.” #VitalTransformation #EiraConference2026 #InnovationPolicy @EiraInitiative

In our recent Vital Health Podcast, Duane Schulthess (@DuaneSchulthess) and Harry Bowen revisit the reasoning behind centralized approvals in Europe as part of their wider discussion of price controls and innovation. Duane will present on European price controls and U.S. pharmaceutical innovation at the EIRA Conference in Paris. His session is on October 29th, - CET, at Maison de l'Amérique Latine. #VitalHealthPodcast #DrugDevelopment #HealthPolicy #EIRAConference2026 @EiraInitiative

Vital Transformation will participate in the EIRA Conference 2026, taking place October 29 - 30 in Paris. Duane Schulthess speaks in Panel 4 on October 29, examining European price controls and U.S. pharmaceutical innovation. - Event Details: eirainitiative.org/events/ - Register: docs.google.com/forms/d/e/1F… #VitalTransformation #EiraConference2026 #InnovationPolicy

In this episode of the Vital Health Podcast, host Duane Schulthess (@DuaneSchulthess) speaks with Eric Lindquist, biotech entrepreneur and former Chief Business and Commercial Officer at Celcuity, about the 2021 deal to license gedatolisib from Pfizer. Drawing on Lindquist’s experience with the transaction, they explore portfolio fit, the responsibilities of advancing a medicine, and how funding, pricing policy, and international competition shape drug development and patient access. Watch the episode here: youtu.be/yA9OR264zO4 #VitalHealthPodcast #Biotech #DrugDevelopment