Fortuno, Excellent post. It definitely ties th

Fortuno,

Excellent post. It definitely ties the cancer indication with HIV, the reason what NP adduced to "pause" the deal in the interview.

Indication-specific Pricing (ISP) as you correctly point out, is not very popular in the USA being more accepted in Europe in general ( excepting Germany) and very accepted in China; however with the current political environment in the USA will be very difficult to explain.

Below some copy-and-paste from an article:

Quote:

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ISP involves setting different prices for different indications or for distinct patient subpopulations eligible for treatment with a medication. The relative clinical benefit of a drug can vary widely between different indications or between different subpopulations within the same indication. ISP is one means of addressing that discrepancy with a new approach to pricing. In addition to the CMS announcement, both Express Scripts and CVS (the country’s two largest pharmacy benefit managers) have announced that they are launching ISP pilot efforts this year.

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The year was 2015

https://icer-review.org/announcements/isp-white-paper/

In summary: imho your conclusion of why the deal is paused in light of recent cancer results has weight and it is a very plausible explanation. I wish NP could just say so in better words (more explicitly) if this is the case.

If this is the reason for the pause, I am willing to wait as long as neccessary.