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In the third part of his Pharma Commerce video interview, John Stanford, Incubate’s executive director, shares how Incubate’s analysis of SEC filings reports dozens of halted research programs following the Inflation Reduction Act’s passage, while recent legislative changes tied to orphan drugs appear to be influencing renewed rare disease investment.

While the Inflation Reduction Act introduces a $2,100 out-of-pocket cap and payment smoothing options for Medicare Part D beneficiaries, low awareness and persistent health literacy gaps threaten to limit their real-world impact—highlighting the need for coordinated action across providers, pharmacies, industry, and advocacy groups.

In the first part of his Pharma Commerce video interview, Dan Chancellor, Norstella’s vice president of thought leadership, explains that despite a looming loss of exclusivity affecting up to $300 billion in drug sales by 2032, pharma dealmaking is expected to remain steady in 2026, as companies pursue acquisitions to close persistent portfolio growth gaps.

In the second part of her Pharma Commerce video interview, Valerie Bandy, PharmD, Tecsys’ vice president of pharmacy solutions, points out that shortages remain the top disruption driver, revealing fragmented forecasting, limited enterprise visibility, and poor cross-system integration that keep hospitals stuck in reactive mode instead of proactive planning.