UnitedHealth Follows Competitors, Replaces Humira With Lower-Cost Biosimilars
UnitedHealth Follows Competitors, Replaces Humira With Lower-Cost Biosimilars
UnitedHealth Group Inc. (NYSE:UNH) reportedly announced on Tuesday that it will remove AbbVie Inc.'s (NYSE:ABBV) blockbuster drug Humira from some of its preferred reimbursement lists starting January 1, 2025. The company will recommend lower-cost biosimilar versions instead.
據報道，UnitedHealth Group Inc.（紐約證券交易所代碼：UNH）週二宣佈，它將撤出艾伯維公司。”s（紐約證券交易所代碼：ABBV）的重磅藥物Humira將從2025年1月1日起從其部分首選報銷清單中列出。該公司將改爲推薦成本較低的生物仿製藥版本。
This move is part of a larger trend in the U.S. pharmaceutical market, as health plans seek to cut costs by promoting alternatives to high-priced drugs.
此舉是美國藥品市場更大趨勢的一部分，因爲健康計劃試圖通過推廣高價藥物的替代品來削減成本。
Also Read: FTC Investigation Uncovers Anti-Competitive Practices By Handful Of Pharmacy Benefit Managers, Including CVS Health, UnitedHealth.
另請閱讀：聯邦貿易委員會的調查發現了包括CVS Health、UnitedHealth在內的少數藥房福利經理的反競爭行爲。
Reuters highlights that Amgen Inc's (NASDAQ:AMGN) Amjevita, managed by its pharmacy benefits unit, Optum Rx, is among the biosimilars covered under UnitedHealth's lists for commercial health plans.
路透社強調，由其藥房福利部門Optum Rx管理的安進公司（納斯達克股票代碼：AMGN）的Amjevita是UnitedHealth商業健康計劃清單所涵蓋的生物仿製藥之一。
With this decision, Optum becomes the last of the three largest U.S. pharmacy benefit managers (PBMs) to exclude Humira.
通過這一決定，Optum成爲美國三大藥房福利管理公司（PBM）中最後一家將Humira排除在外的公司。
Cigna Corporation (NYSE:CI) announced last month that it would remove Humira from some of its lists in 2025, following a similar decision by CVS Health Inc's (NYSE:CVS) Caremark unit in April.
信諾公司（紐約證券交易所代碼：CI）上個月宣佈，將在2025年將Humira從部分名單中刪除，此前CVS Health Inc（紐約證券交易所代碼：CVS）的Caremark部門在4月做出了類似的決定。
CVS's action led to a swift shift, with more patients transitioning to Sandoz Group AG's (OTC:SDZNY) (OTC:SDZXF) biosimilar version of Humira in just three weeks than in the previous 15 months combined.
CVS的行動導致了迅速的轉變，在短短三週內過渡到山德士集團股份公司（場外交易代碼：SDZNY）（場外交易代碼：SDZXF）生物仿製藥版本的Humira的患者比前15個月的總和還要多。
Cigna plans to cover biosimilars like Boehringer Ingelheim's Cyltezo, Simlandi from Teva Pharmaceutical Industries Ltd (NYSE:TEVA), and Alvotech's (NASDAQ:ALVO) products, including an unbranded version of Sandoz's Hyrimoz, as replacements for Humira.
信諾計劃涵蓋勃林格英格海姆的Cyltezo、梯瓦製藥工業有限公司（紐約證券交易所代碼：TEVA）的西姆蘭迪和Alvotech（納斯達克股票代碼：ALVO）的生物仿製藥，包括山德士的Hyrimoz的無品牌版本，作爲Humira的替代品。
UnitedHealth noted that patients would still have access to Humira until the FDA designates the preferred biosimilars as interchangeable with the original drug, per the report. The FDA is expected to make this designation in 2025.
報告稱，UnitedHealth指出，在美國食品藥品管理局將首選生物仿製藥指定爲可與原始藥物互換之前，患者仍然可以獲得Humira。美國食品和藥物管理局預計將在2025年作出這一指定。
Despite the growing competition, AbbVie has managed to retain a dominant share of the U.S. Humira market throughout 2023. This has been achieved through favorable negotiations with PBMs, even as biosimilar alternatives from companies like Pfizer Inc (NYSE:PFE) entered the market.
儘管競爭日益激烈，但艾伯維在整個2023年仍設法保持了美國Humira市場的主導份額。儘管輝瑞公司（紐約證券交易所代碼：PFE）等公司的生物仿製藥替代品已進入市場，但這是通過與PBM的有利談判實現的。
As per a Reuters report, Humira has still managed to retain over 80% of its patients even after facing lower-priced rivals in the U.S. over the past year.
根據路透社的報道，儘管在過去的一年中在美國面臨價格較低的競爭對手，Humira仍設法留住了80％以上的患者。
Following their launch last year, pharmacy benefit managers largely influenced patient access, with minimal incentive for doctors to switch to these alternatives.
自去年推出以來，藥房福利管理機構在很大程度上影響了患者的可及性，而醫生轉向這些替代方案的動機微乎其微。
In May, Cantor Fitzgerald said AbbVie had positioned itself to absorb Humira biosimilar erosion and achieve modest operational revenue growth.
坎託·菲茨傑拉德在5月表示，艾伯維已做好吸收Humira生物仿製藥侵蝕的準備，實現適度的運營收入增長。
Price Action: UNH stock is down 2% at $587.07 at last check Wednesday.
價格走勢：週三最後一次檢查時，UNH股價下跌2％，至587.07美元。
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