Alert #1: Drugmaker Alkermes switches from ESP to Truzo, plus requires data submission
On Friday, November 14, the drug manufacturer Alkermes sent a notification to covered entities informing them of a change to its contract pharmacy restriction policy. Alkermes already had contract pharmacy restrictions. However, Alkermes previously used the 340B ESP platform for managing their policy and for designating exception pharmacies.
Now, Alkermes is changing its policy, effective December 1st, 2025. Alkermes will be using the Kalderos “Truzo” platform for managing designations. Alkermes is also requiring claims data submission within 45-days for the designated pharmacy, which is not something they required previously. Data submission will need to be through the Truzo platform, not through ESP, as covered entities are accustomed to.
Alkermes has provided a list of required data elements within their policy, which includes BIN, PCN, and Group. Please be advised that if you have Walgreens as your designated pharmacy, you currently do not have access to those necessary data fields.
This policy applies to Alkermes drugs: VIVITROL®, ARISTADA®, ARISTADA INITIO® and LYBALVI®.
You can read the updated Alkermes policy and learn more about the Truzo platform at:
https://gotruzo.com/manufacturer-policies/
Alert #2: Several Manufacturers announce list price cuts
Our team is noticing a trend of additional manufacturers announcing significant cuts to their list (WAC) prices. Drugmakers are known to make price reductions in response to the changing drug pricing landscape. The AMP Cap removal under ARPA, as well as the inflationary penalties and the Maximum Fair Price negotiation in the Inflation Reduction Act (IRA), are likely driving these manufacturer actions. Boehringer Ingelheim confirmed as much in their FAQ.
When manufacturers slash the price of their product, that has two main effects on your 340B program:
- Once the list price of the drug is lower, insurance companies reimburse less for these drugs, which decreases the 340B savings.
- Two quarters later, we expect to see the 340B ceiling price increase, particularly for items that are currently penny-priced or have a low 340B price.
Here are the drugs we are currently aware of; additional announcements may follow. If you have physical stock on the shelf at or near the time of the price change, that stock may not be eligible for return. Some manufacturers may offer credits. Check with your wholesaler if you are in this situation.
| Manufacturer | Drug | WAC Change Effective Date | Expected 340B Ceiling Price Change |
| AbbVie/Ironwood | Linzess** | January 1, 2026 | July 2026 |
| AbbVie/Pharmacyclics | Imbruvica* | December 22, 2025 | April & July 2026 |
| AstraZeneca | Farxiga* | January 1, 2026 | July 2026 |
| BMS | Eliquis* | January 1, 2026 | July 2026 |
| Boehringer Ingelheim | Jardiance*, Synjardy, Glyxambi, & Trijardy | January 1, 2026 | July 2026 |
| Eli Lilly | Lyumjev & Humalog U-200 Kwikpen | February 1, 2026 | July & October 2026 |
| Endo USA | Vasostrict & Adrenalin | October 28, 2025 | July & October 2026 |
| Sanofi | Insulin Glargine U-300 | January 1, 2026 | July 2026 |
| Novo Nordisk (announced last year) |
Tresiba FlexTouch, Tresibda MD, Fiasp Penfill, Fiasp MD | January 1, 2026 | July 2026 |
*MFP drug in 2026, **MFP drug in 2027
Managing a 340B Program is complex. You don’t have to go at it alone. If you have questions, contact the Apexus Certified 340B Experts at Draffin Tucker – 340B@Draffin-Tucker.com.
