08版 - 读懂中国的“长期主义”

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The web browser has been at the core of the experience of using the internet basically since the internet was first created. But while they’ve always been key to the internet as a whole, until now, they’ve also been passive tools that you have to control. AI browsers are changing that in a pretty fundamental way. Instead of sitting there waiting for your input, these browsers can actually read pages, summarize content, dig through research, and take action on your behalf.

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The first mechanism that PBMs use is formulary leverage. Drug manufacturers that want preferred formulary placement—or to avoid exclusion from coverage—must offer better prices. That leverage for PBMs depends on a credible threat: lower your price or lose access to patients.

“Today it’s the first time we trained with the white balls,” Rosenior said. “That’s normally a sign we’re into that period. When those white balls come out, we can’t make those mistakes that we’re making. You’re running out of time – and that’s the message myself and my staff have given the players this morning.”

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