Orphan drugs look to be becoming a victim of their own success. After years of sales growth that has outstripped that of non-orphan drugs, the gap between the two will start to narrow towards the end of the decade as headwinds from payers and the Inflation Reduction Act impact the niche segment.
Key Takeaways
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Orphan drug sales growth will start to slow.
At the same time, drugs for rare diseases remain highly attractive to the industry and this is unlikely to change...