Insights

Market Watch

Short signals on regulatory, pricing and procurement shifts, and what they change.

Market Watch28 October 2026
Market Watch: the EU pharmaceutical package reached second reading→

Council adopted its first reading positions and Parliament referred the file to committee. Nothing is law yet, and the date that matters is 2028.

Market Watch24 October 2026
Market Watch: the FDA declined to exempt radiology AI from 510(k)→

A petition to drop premarket notification for radiology computer-aided detection and diagnosis devices was refused, not granted.

Market Watch21 October 2026
Market Watch: Vietnam's reliance route is now in force→

Circular 32/2026/TT-BYT took effect on 1 October, and the recognised set of regulators is wider than the six usually quoted.

Market Watch17 October 2026
Market Watch: the pharmaceutical tariff now reaches every importer→

The 100 percent Section 232 tariff extended to all companies on 29 September, and Commerce published the architecture that decides who pays nothing.

Market Watch14 October 2026
Market Watch: CMS finalised GLOBE, and cut it→

International reference pricing enters Medicare Part B by final rule, with a later start and a much shorter list of drugs than proposed.

Market Watch15 August 2026
Market Watch: the US put a 100 percent tariff on patented medicines→

A 100 percent tariff on imported patented medicines is operative for a first group of companies, and applies to everyone else from 29 September.

Market Watch14 August 2026
Market Watch: WHO and the African Medicines Agency signed a reliance framework→

WHO and the African Medicines Agency signed a framework to drive regulatory reliance across the continent.

Market Watch13 August 2026
Market Watch: Vietnam opens a reliance route for six regulators→

An abbreviated assessment route opens for products already approved by one of six named authorities.

Market Watch12 August 2026
Market Watch: the UK raised its cost-effectiveness threshold→

NICE's cost-effectiveness range moved for the first time in two decades, and the Secretary of State can now direct it.

Market Watch26 July 2026
Market Watch: the UK reliance pathway excludes the EU→

A new GB route recognises US, Canadian and Australian approvals. Not European ones.