As HRSA's 340B Rebate Model Pilot moves toward its effective date, Valerie Bandy, PharmD, of Tecsys explains what drug-by-drug rebate tracking really demands from hospital and health system pharmacies.
News|Videos|September 24, 2026
Supply Chain Signal: How Policy Pressures Are Converging on Pharma
Author(s)Thani Jambulingam, PhD, Stephen Appezzato
Episode 3 of Supply Chain Signal examines the Aug. 31 MFN agreements with nine mid-size manufacturers, the GENEROUS Medicaid model and whether pricing, trade and manufacturing policy now add up to a new pharma operating model.
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The third episode of Supply Chain Signal, featuring pharmaceutical supply chain expert Thanigavelan Jambulingam, Ph.D., of Saint Joseph's University's Haub School of Business, looks at the latest expansion of most favored nation (MFN) pricing, the GENEROUS Model, and examines whether Medicare negotiation, international reference pricing and tariffs, taken together, are changing how drugs are priced, made and brought to market.
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CMS says 40 states and Puerto Rico have signed on to the GENEROUS Model, which applies MFN pricing to Medicaid drugs through state-invoiced rebates.
Rebate delays could force 340B hospitals to pay upfront and wait months for credit, distorting drug spend on the books. Valerie Bandy, PharmD, of Tecsys explains the fallout.
In this week's Pharma Pulse, Arkansas independent pharmacies bring an underpayment suit against Express Scripts, Novo Nordisk taps Anthropic for AI-driven drug discovery, and Sanofi, UCB and Opella join AstraZeneca on a supply chain heat decarbonization program.
DSCSA data exchange has matured into daily operations, but the coming NDC-12 shift and a national licensure standard add new work streams before old ones are fully settled.
Twenty-six manufacturers now hold most-favored-nation agreements, and the commitments attached to the pricing terms may matter more than the prices themselves.
Cencora's Ameer Ali on the operational lift behind the 12-digit NDC shift, the readiness gap across manufacturers and what's at stake for product flow if systems aren't ready in time.
Temperature excursions cost pharma an estimated $35 billion a year as biologics, GLP-1s and cell and gene therapies raise cold chain stakes.
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