Running the Theranostics Plan at Drug Margin Zero
The CY 2027 OPPS proposed rule puts the 340B drug spread underneath hospital theranostics programs on the table. Two drugs carry the category, Pluvicto and Lutathera, and for many programs the spread is what made the line lucrative. This episode covers the discipline: nobody tears up a program on a proposed rule, and nobody signs capital before checking whether the plan still works if the rule sticks. Three drug prices to test before the FY28 budget locks, and what a theranostics business plan has to stand on when the drug margin goes to zero. medsolvedynamics.com | team@medsolvedynamics.com
The skinny
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