Archived weekly brief

Weekly NADAC Price Changes

A weekly executive brief covering the pricing movements that matter most to market strategy and reimbursement planning.

Week of September 23, 2026

Compared with September 16, 2026

Weekly NADAC pricing brief
Published NDCs
29,947
Price increases
13,311
Price decreases
15,294
Unchanged prices
1,287

NADAC Week of Sep 23: Biosimilar Surge Drives Cost Pressure While Broader Market Skews Lower

The September 23, 2026 NADAC release compared against September 16 shows a market with more line-item decreases (15,294) than increases (13,311) across 29,892 comparable NDCs, indicating a mild net downward bias in pricing activity despite a few large upside outliers. The standout event is a $3.0M weighted increase in Fulphila (pegfilgrastim-jmdb) from Biocon Biologics, which single-handedly drove the Leukocyte Growth Factor class to the top of this week's cost-pressure rankings and made Biocon the largest manufacturer swing. On the relief side, Kesimpta (ofatumumab) posted the largest single-product decline at $469.9K, while the Corticosteroid class—spanning 1,122 drugs—registered a modest but broad-based $436.6K decrease, reinforcing that downward movement this week is more widely distributed than the upside, which is concentrated in a handful of specialty biologics.

Key takeaways

  • Price decreases outnumbered increases by nearly 2,000 line items (15,294 vs. 13,311), signaling a net softening bias in NADAC pricing activity this week despite headline-grabbing biologic increases.
  • Cost pressure is highly concentrated: a single Fulphila NDC accounted for the entire $3.0M top-line increase, meaning payer and pharmacy teams should treat this as an isolated biosimilar repricing event rather than a class-wide or market-wide trend.
  • Corticosteroids show the broadest market movement (1,122 drugs) with a modest -0.4% average decline, making it the best indicator of genuine market breadth this week compared to the narrow, high-impact movers in oncology support and immunology biologics.

What to watch

Pegfilgrastim-jmdb (Fulphila) Repricing

A +5.8% move on a single Biocon Biologics NDC drove a $3.0M weighted increase, the largest of the week. Procurement teams should confirm contract pricing and reimbursement alignment given the outsized single-product impact on the Leukocyte Growth Factor class.

Ofatumumab (Kesimpta) Decline

A -$469.9K impact on this single-NDC CD20-directed therapy represents the largest relief this week. Confirm whether this reflects a one-time correction or the start of a sustained downward trend in this therapeutic class.

Corticosteroid Class Breadth

With 1,122 drugs moving an average of -0.4% (-$436.6K impact), this class offers the clearest signal of broad market softening. Payer and pharmacy teams should monitor for continuation next cycle, as breadth here is far more representative of market-wide trend than the concentrated biologic swings.

Largest cost pressure

$3.0MUp

Largest absolute weekly price increase in the current release

Largest relief

$469.9KDown

Largest absolute weekly price decline in the current release

Most pressured class

Highest weighted movement this week

Largest manufacturer swing

Largest aggregate movement across tracked NDCs

Top 10 NDCs by weekly price movement

Up to 10 changed products are shown. Each edition preserves its published price comparison.

Notes and methodology

How the weekly brief calculations were ranked, aggregated, and preserved for archive consistency.

Publication comparison

Prices are compared between the two CMS publication dates shown above, using weekly history snapshots. An unchanged effective date does not mean a publication is missing. NDCs absent from the previous publication are excluded from change calculations; missing prices are not counted as unchanged.

Top mover ranking

The Top 10 table ranks NDCs by absolute weekly impact: the change in unit price multiplied by dispensing exposure when available. The current release had 28,605 NDCs with a measurable publication-to-publication change.

Segment summaries

Drug markets, manufacturers, and therapeutic classes aggregate the same NDC-level deltas. Average move is the mean percent change, while impact is the summed dollar-weighted effect using dispensing-volume exposure when the volume table is available.

Headline cards and archive stability

In editions with headline cards, most pressured class selects the largest positive class impact, and largest manufacturer swing selects the manufacturer with the largest aggregate absolute impact. Every weekly brief stores a frozen snapshot so archived pages do not drift when live NADAC data changes.

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Each edition is permanently archived under its release date.

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