The channel layer most coverage misses. 4 pieces.
The pCPA's quiet two-year extension keeps Canada's generic savings flowing to 2028. It also runs straight through the window in which Washington decides whether to tariff the molecules underneath them.
CADTH / INESSS · Specialty distributionThe 40 Hz idea is real science, contested in the places that matter, with a pivotal trial due mid-2026. The harder question is the one no one else is asking: if it works, Canada's drug-built access pipeline has nowhere to put a device — and no way to pay for it.
Specialty distributionA US tariff aimed at reshoring pharma manufacturing would land on a Canadian distribution system that is already running 1,500 active shortages on a good day. The channel risk isn't price. It's whether the molecules show up at all.
CADTH / INESSS · Specialty distributionA positive reimbursement recommendation for an infused biologic in a renal-autoimmune indication is a discrete event with an outsized channel signature — it establishes a reimbursement pathway where none existed.