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Weekly NADAC pricing brief

NADAC Weekly Brief: AbbVie's Immunology Portfolio Drives Net Gains as Ustekinumab and Paliperidone Pull Prices Down

For the week ending August 19, 2026, NADAC pricing showed mixed movement across major therapeutic categories. AbbVie Inc. posted the largest aggregate manufacturer swing at $2.9M across 71 products, largely offsetting a $2.1M decline tied to Interleukin-12 Antagonist drugs (Ustekinumab). Risankizumab-rzaa led market-level gains at $2.7M (+0.3%), while Paliperidone Palmitate and Janssen-manufactured products registered notable declines. The Opioid Antagonist class emerged as the most pressured category, rising 1.2% and contributing $870.4K in impact across 107 drugs. Overall market movement remained tight, with most top-mover NDCs shifting less than 1% week-over-week.

Key takeaways

  • AbbVie Inc. recorded the largest manufacturer-level gain ($2.9M across 71 products), while Janssen Biotech and Janssen Pharmaceuticals both saw declines exceeding $1.1M each.
  • Interleukin-12 Antagonist (Ustekinumab) drove the week's largest relief at -$2.1M, while Interleukin-23 Antagonist and Risankizumab-rzaa moved in the opposite direction with gains of $860.9K and $2.7M respectively.
  • Opioid Antagonist was the most pressured therapeutic class this week, up 1.2% and contributing $870.4K in impact across 107 drugs, warranting continued monitoring for formulary and reimbursement impact.

What to watch

Interleukin-12 vs. Interleukin-23 Divergence

Ustekinumab (Interleukin-12 Antagonist) declined $2.1M while Risankizumab-rzaa and Interleukin-23 Antagonist products gained $2.7M and $860.9K respectively. Payers should watch for continued divergence in this competitive immunology space.

GLP-1 Receptor Agonist Softening

The GLP-1 Receptor Agonist class fell 0.9%, a $959.1K impact across 41 drugs. Procurement teams should track whether this downward trend continues into next week's release.

Opioid Antagonist Cost Pressure

This class posted the highest weighted increase this week (+1.2%, $870.4K impact across 107 drugs). Pharmacy and payer teams should monitor for sustained upward pressure in upcoming releases.

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