Insights

Expert perspectives on life sciences strategy, commercialization, and market dynamics.

Triangle Insights Group

Insights

Expert perspectives on life sciences strategy, commercialization, and market dynamics.

Blog Topics

April 3, 2026

Rebate Reform

Introduction The combined forces of federal legislation (impacting all PBMs by requiring 100% rebate pass-through and flat-fee compensation structures), and the settlement outcomes of the FTC’s suit with Express Scripts, one of the largest PBMs (requiring a standard formulary offering that does not prioritize high list-price, high-rebate therapies) are some of the newest developments accelerating […]

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April 3, 2026

Alternative Channels: Noise vs. A Real Strategy?

Alternative access models have begun to emerge to challenge the traditional PBM-rebate pricing structure that has historically governed how patients access medications in the US market. Whether in response to the shifting policy landscape or as an independent indicator that the GTN bubble was becoming unsustainable, these models offer increased transparency and more choice in […]

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March 23, 2026

Most-Favored Nations (MFN) Policies in 2026: Strategic Considerations for Pharma

Months of anticipation following the current administration’s Most-Favored Nations (MFN) executive order and letters to 17 top pharmaceutical companies has culminated in the past quarter in three CMS reimbursement models – GLOBE (Part B FFS), GUARD (Part D), and GENEROUS (Medicaid). These current administration policies tackle a much larger cross-section of US drug prices, benchmarking […]

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March 23, 2026

Inflation Reduction Act in 2026: Strategic Considerations for Pharma

Since its enactment in 2022 under the prior administration, key drug pricing provisions of the Inflation Reduction Act (IRA) have been fully implemented, including Part D Redesign in 2025 and the first 10 CMS-negotiated maximum fair prices (MFPs) for drugs in initial price applicability year (IPAY) 2026. CMS has also negotiated an additional 15 Part […]

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March 23, 2026

Is “Net First” Pricing an Impending Strategic Imperative or a Policy-Induced Mirage?

Market access has become one of the most critical determinants of a successful pharmaceutical launch in the United States. However, developing an effective market access strategy has grown significantly more complex over the past decade. Rising healthcare costs, gaps in coverage from traditional health plans, and margin pressures for manufacturers have accelerated complexity as well […]

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March 10, 2026

Triangle Insights Group by Valeris Announces Appointment of Erin Solano to Partner

DURHAM, NC— Triangle Insights Group by Valeris (Triangle), a premier strategy consulting firm that delivers high-impact solutions across the life sciences value chain, has announced the appointment of Erin Solano to Partner. Solano is a seasoned life sciences executive who possesses strong analytical and communication skills responsible for driving meaningful commercial success for her clients. […]

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March 6, 2026

IRA Part D Redesign – Market Impact & Unintended Consequences

The Inflation Reduction Act’s (IRA) Part D redesign provisions went into effect on January 1, 2025, fundamentally restructuring cost-sharing corridors and upsetting the marketplace. By increasing plan and manufacturer liability, particularly in the catastrophic phase, this legislation intended to lower the financial burden on beneficiaries. When the IRA passed, the commonly held hypothesis in the […]

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February 23, 2026

Rare Disease in 2026: What Investors Expect and How Companies Must Evolve

In 2026, rare disease investors are prioritizing more than promising science. From commercial readiness to clear revenue pathways, expectations are shifting — and companies must evolve to secure funding and long-term growth.

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