Margin Watch
Specialty Drug Margin Watch
Provider-administered drug margin moves four times a year — a payment limit drops, a biosimilar lands, a payer rewrites a sourcing policy, a statute kicks in. Margin Watch tracks what changed, helps you estimate whether it could hurt, and the practice X-Ray quantifies how much, for your specific mix. Built on public CMS, FDA, and statutory sources — every figure dated. Trackers refresh within days of each quarterly CMS release (January, April, July, October). How the data is built, verified, and corrected: the Data Desk.
Change Trackers
What moved, every quarter, from the primary source.
- ASP pricing file: every payment-limit changeLive · Q3 2026
- White-bagging laws by state: bans, guardrails & live billsLive · 51 verified
- New & deleted J-codes, quarter by quarterLive
- IRA hits Part B: the IPAY-2028 five-drug watchlistLive · MFPs Nov 30
Impact Tools
Public-math estimators — no login, no contract data.
Decision Guides
The recurring channel decisions, with the math shown.
- Buy-and-bill vs white bagging: who keeps the marginLive
- ASP+6 after sequestration, explainedLive
- Net cost recovery (NCR), definedLive
- Underwater biosimilars: the six levers, in orderLive
- JW waste economics: discarded drug isn’t just your lossLive
- Denial cost: one drug denial ≈ 23 clean claimsLive
- Carrying cost: the float that eats ASP+6Live
Drug Trend Pages
Per-drug ASP & payment-limit history — two decades deep where the code goes back that far. All drugs →
The July 2026 file moved 690 payment limits.
The leaderboard shows the national change. The practice X-Ray runs the same change against your drug mix and payer book — and prices the hit in dollars.