bernardbaruch
Oct 29, 10:11 PM
$ARDX Abbvie cut the price of Linzess in 1/2 going into 2026. They guided after Q2 to a 1/3 revenue increase. That’s the go to drug in IBS-C that we have built our market on by basically slipstreaming on their advertising efforts.
“Full-year context:
• 2024: ~
$916M U.S. net sales
• 2025: ~
$865M
• 2026 guidance (raised after Q2):
$1.15–1.20 billion (driven by better net price + mid-single-digit demand growth)
“Price” of the Drug
List price / Wholesale Acquisition Cost (WAC) per 30-capsule bottle (all strengths):
• Through end of 2025: ~
$568 (specifically cited as
$567.97)
• Effective January 1, 2026: reduced to
$282.48 (~50% cut)”
Just saying…
1 replies