3 Axis Advisors

“I don’t doubt the conviction of lawmakers and maybe CMS to try and create more program integrity. What I’m pessimistic about is whether or not they actually have the political juice to get whatever it is they want to do through.” - @A_Ciaccia healthcaredive.com/news/340b-move…

Community pharmacies are under significant pressure. @A_Ciaccia and @mcuban discuss some of the factors that are driving closures across the country. @SullivanLuke2 @wendellpotter healthcareuncovered.substack.com/p/pharmacies-i…

"What we’re talking about is essentially this: the nimbleness of the industry to pivot around policy reforms." - @A_Ciaccia healthcaredive.com/news/congress-…

“What I learned later was that [PBMs] are just carrying on a time-honored tradition of lying about the underlying real costs of medicines and marking them up like anybody else did before them and like anybody else would do if they were gone.” @A_Ciaccia ohiochannel.org/video/ohio-joi…

Unpacking the Medicare drug price negotiation program and its impact on pharmacies @Commpharmacy podcasts.apple.com/us/podcast/ind…

Today’s the day! Last chance to sign up!

“By every other metric, one would assume that pharmacy need and access would be on the uptick. The opposite actually occurred.” - @A_Ciaccia @martyschladen ohiocapitaljournal.com/2025/03/19/ohi…

Team up time! Join Antonio Ciaccia and me on June 20 for an epic live-stream event that will dig into the wild state of the retail pharmacy marketplace 46brooklyn.com/news/2025/6/4/… drugch.nl/june2025 @A_Ciaccia @46brooklyndata

“One way or another, the bill always comes due.” - @A_Ciaccia @martyschladen ohiocapitaljournal.com/2025/05/30/ohi…

Our latest prescription drug launch price data featured in this Bloomberg piece from @RobertLangreth @tanaz115 @rachaeldottle Cancer drugs cost more than ever. They often don’t extend lives. bloomberg.com/graphics/2025-…

healio.com/news/rheumatol…

The man behind the data, Ben Link, joins the @ASCPharm podcast to talk drug pricing distortions, the business of pharmacy and PBMs youtu.be/qq4cRntg27E?fe…

Good chat with Paul Miller at @WPHMradio about the role of PBMs in our prescription drug supply chain wphm.net/episode/march-…

If you see a spike in prescription prices, this could be why @KDKARadio audacy.com/podcast/the-bi…

Start of 2025 comes with generic drug price decreases, several major increases, report finds @ZacharyBrennan endpts.com/start-of-2025-…

Florida demands patient names, prescriptions from pharmacy benefit managers @lmower3 @A_Ciaccia tampabay.com/news/florida-p…

This weekend, @A_Ciaccia joined @BenMuddRPh and @BrandySeig to talk about the intersection of the pharmacy marketplace and the 340B program at the National Alliance of State Pharmacy Associations meeting.

“This philosophical approach of achieving lower brand drug costs through discounting in the public sector — instead of through incentives aimed at drug companies lowering their actual prices — birthed increasingly inflated list prices over time.” healio.com/news/rheumatol…

Why independent pharmacies are pushing back on Medicare’s drug price negotiation program @MaiaLura healthcare-brew.com/stories/2025/0…

“As a consequence of anemic openings and spiking closures, the number of outpatient retail pharmacies in Ohio has fallen from 2,219 in 2015 to 1,869 last year, according to the Board of Pharmacy data.” @martyschladen @OhioRxBoard ohiocapitaljournal.com/2025/02/19/an-…