[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Peter Suzman [@Biomaven](/creator/twitter/Biomaven) on x 8506 followers Created: 2025-07-18 14:59:43 UTC Been thinking more about the $HROW biosimilar deal. The key here is that most biosimilar marketing is payer-centric - once there are multiple players (as there are already for Lucentis) it's all been about convincing payers to chose your product in an environment of rapidly declining ASPs. But these drugs are largely in-office buy-and-bill, so a prescriber-centric approach makes much more sense. Further there is significant cost-pressure from payers - indeed some dozen insurers (like BCBS Michigan) even require step-therapy starting with off-label compounded Avastin. (Medicare Advantage payers can't legally do this). So I could imagine Harrow striking deals with both docs and insurers to provide a cheap (say $300) on-label alternative. Using rebate-type volume incentives I could see them taking pretty much the entire market, albeit at a much lower price point than currently exists. XXXXX engagements  **Related Topics** [drugs](/topic/drugs) [$hrow](/topic/$hrow) [Post Link](https://x.com/Biomaven/status/1946223364147757370)
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Peter Suzman @Biomaven on x 8506 followers
Created: 2025-07-18 14:59:43 UTC
Been thinking more about the $HROW biosimilar deal. The key here is that most biosimilar marketing is payer-centric - once there are multiple players (as there are already for Lucentis) it's all been about convincing payers to chose your product in an environment of rapidly declining ASPs. But these drugs are largely in-office buy-and-bill, so a prescriber-centric approach makes much more sense. Further there is significant cost-pressure from payers - indeed some dozen insurers (like BCBS Michigan) even require step-therapy starting with off-label compounded Avastin. (Medicare Advantage payers can't legally do this). So I could imagine Harrow striking deals with both docs and insurers to provide a cheap (say $300) on-label alternative. Using rebate-type volume incentives I could see them taking pretty much the entire market, albeit at a much lower price point than currently exists.
XXXXX engagements
