Launch year timeline
Every event from every system across the first year on market, in chronological order — Feb 2025 (forecast set) through May 2026 (year-one review). Four compounding arcs run through the data: the Aetna step-edit misclassified in August and fired harder in January, the Tagrisso FLAURA-2 amendment driving 1L share-shift, the SP turnaround spike attributed to an IT migration, and the UHC PA latency that opened the Q4 gap.
Wed Feb 5
2025-02-05 · 1 events- 11:00 ETGoogle DocsZENVARADana ParkFirst-year forecast locked: $340M
Commercial plan circulated for executive review. Year-1 US revenue forecast set at $340M. Field force sizing agreed at 142 reps.
Mon May 5
2025-05-05 · 2 events- 08:00 ETIQVIA NPAZENVARAIQVIA NPA feedLaunch day — first scripts ship to specialty pharmacies
Zenvara begins US commercial distribution. First NPA week-ending captures: WK1 NBRx 18 against plan of 16.
- 09:30 ETSlackZENVARADana ParkLaunch is live. Reps in market today. Eyes on Q1 uptake.
VP Commercial opens the launch with thanks to the cross-functional team. Notes Q1 milestone is forecast attainment by week 13.
in #launch-war-room
Mon Jul 28
2025-07-28 · 1 events- 10:00 ETGoogle DocsZENVARAMarco ReyesInternal Q1 post-launch review — no concerns flagged
13-week post-launch review. Cumulative NBRx 98% of forecast. Field force at 100% of planned reach + frequency. Begin discussion of 2L indication acceleration.
Mon Aug 18
2025-08-18 · 1 events- 14:00 ETMMIT Formularyaetna-q2-slipZENVARAMMITAetna 2026 formulary draft (NDA): Zenvara → Tier 3 with step-edit
Aetna circulates draft 2026 formulary under NDA to manufacturers. Zenvara moves to Tier 3 with step-therapy through generic carboplatin + pemetrexed. Effective 2026-01-01.
Tue Aug 19
2025-08-19 · 2 events- 08:45 ETSlackaetna-q2-slipZENVARAVikram IyerAetna 2026: Zenvara to Tier 3, step through generic carbo/pem. NDA in inbox.
Vikram (covering for Aisha on leave) flags the Aetna draft in #market-access-payers within 18 hours of receipt. Asks the group to weigh in on the step-edit comparator.
in #market-access-payers - 09:22 ETSlack↳ replyaetna-q2-slipZENVARAMarco ReyesStep through carbo/pem is the cheap comparator. ~25-30% NBRx steered, ~10% PA-fail rate. Manageable.
Marco classifies the Aetna change. Notes the comparator regimen is well-tolerated for ~3 cycles, after which most patients can switch to Zenvara on documented progression. Models ~$4M Q1 revenue impact. Logs the outcome as B+.
in #market-access-payers
Wed Aug 20
2025-08-20 · 1 events- 16:00 ETGoogle Docsaetna-q2-slipZENVARAVikram IyerWin/Loss Log updated: Aetna 2026 — B+ (step-edit, manageable)
Vikram logs the Aetna outcome in the YTD 2025 Win/Loss Log with B+ classification. Note: step-edit routes through cheap generic comparator, modeled ~25% NBRx steered to comparator first.
Thu Sep 11
2025-09-11 · 2 events- 11:00 ETVeeva CRMaetna-q2-slipZENVARATony AlvarezCall note: Sloan SP says Zenvara turnaround now 5-6 days (was 2.5d in July)
Tony flags that the NYC specialty pharmacy partner is taking 2-3x longer to fulfil Zenvara. The SP attributes it to their CoverMyMeds → Surescripts e-PA migration.
- 16:45 ETSlackaetna-q2-slipZENVARAMarco ReyesSP TAT noise — IT migration. Should normalise by mid-Oct.
Marco logs in #launch-war-room that the spike is the SP's known e-PA system migration. Notes the SP gave the same heads-up to other manufacturers in August. Doesn't escalate.
in #launch-war-room
Wed Sep 24
2025-09-24 · 1 events- 09:30 ETCongress feedasco-readoutZENVARAFDA / AstraZeneca PRFDA amends Tagrisso (osimertinib) label with FLAURA-2 adjuvant indication
AstraZeneca's amended label expands Tagrisso into adjuvant resectable NSCLC. While EGFR-mutated only, downstream effect on 1L mixed-biomarker testing pulls some new starts away from PD-L1-led regimens like Zenvara.
Thu Sep 25
2025-09-25 · 1 events- 15:00 ETSlackasco-readoutZENVARAJordan PatelTagrisso adjuvant amendment — limited overlap with our 1L PD-L1 indication. Watch share-shift.
Jordan files a one-pager in #competitive-intel. Frames the impact as 'second-line risk' (post-adjuvant relapse). Doesn't model the mixed-biomarker share-shift effect at 1L.
in #competitive-intel
Fri Oct 3
2025-10-03 · 1 events- 15:00 ETGoogle Docsaetna-q2-slipZENVARAMarco ReyesTracker WK22: slight softening Q3, expect Q4 recovery as Cigna ramps
First written acknowledgement of gap to plan in the weekly tracker. -4% to forecast attributed to seasonal noise.
Tue Oct 7
2025-10-07 · 1 events- 08:30 ETSlackaetna-q2-slipAisha BelloBack. Caught up on the Aug-Sep backlog with Vikram. Aetna B+ call looks right to me.
Aisha returns from leave, reviews Vikram's notes on the Aetna step-edit and the Win/Loss Log entry. Concurs with the B+ classification — step through carbo/pem looks manageable. Resumes Wednesday digest review cadence.
in #market-access-payers
Wed Nov 12
2025-11-12 · 2 events- 16:00 ETMMIT Formularycigna-winZENVARAMMITCigna 2026 formulary: Zenvara preferred, PA only, effective Jan 1
Cigna confirms tier-preferred placement with PA only. +14.1M commercial lives. Roughly offsets Aetna step-edit in revenue terms.
- 16:32 ETSlackcigna-winZENVARAAisha BelloCigna confirmed preferred — +14M lives, Jan 1. Big counterweight to Aetna.
Aisha posts the win in #market-access-payers. Notes the Q3 gap should narrow as Cigna ramps.
in #market-access-payers
Mon Dec 15
2025-12-15 · 1 events- 11:00 ETGoogle Docsasco-readoutZENVARAJordan PatelAnnual competitive landscape brief filed
Jordan files the year-end CI landscape doc. Mentions competitor X Phase 3 readout scheduled for ASCO June 2026 in a footnote; consensus expectation is positive. Not flagged as a risk.
Tue Jan 20
2026-01-20 · 1 events- 10:00 ETMMIT Formularyaetna-q2-slipZENVARAMMITAetna Jan-week-3 PA decisions: 61% routed to step-edit comparator first
First three weeks of post-effective Aetna data. New starts routed to step-edit comparator at 61% (modeled 25-30%). PD-L1 threshold tightening + mandatory imaging requirements are compounding the step-therapy.
Wed Jan 21
2026-01-21 · 1 events- 08:55 ETSlack↳ replyaetna-q2-slipZENVARAVikram IyerAetna step-edit is firing at 61%, not 25%. Revising the August call.
Vikram reposts the Aug 19 thread with the actuals. Notes that Aetna paired the formulary change with a PD-L1 threshold tightening — the two effects compound, not stack linearly. Asks Marco to update the Q1 forecast.
in #market-access-payers
Thu Jan 22
2026-01-22 · 1 events- 14:30 ETGoogle Docsaetna-q2-slipZENVARAMarco ReyesTracker WK37: revising Q1 forecast down $11M on Aetna step actuals
Marco updates the launch tracker. Notes the August B+ call underestimated the step-edit firing rate. Models $11M Q1 revenue impact (was $4M). Notes Cigna ramp partially offsets in Q2.
Thu Feb 12
2026-02-12 · 1 events- 16:00 ETVeeva CRMasco-readoutZENVARASofia RomeroCall note: LA practice — biomarker panel now defaulting to EGFR-first workflow
Sofia logs that two large LA oncology groups have shifted their reflex biomarker testing to lead with EGFR rather than PD-L1. Effect: more patients route to Tagrisso-led 1L. Not aggregated.
Wed Feb 18
2026-02-18 · 1 events- 15:00 ETVeeva CRMuhc-pa-escalationZENVARAMegan HillCall note: Boston practice flagging UHC PA “taking longer than usual”
First Veeva call note mentioning UHC prior-auth delays. Logged in free text; not aggregated anywhere.
Fri Mar 6
2026-03-06 · 1 events- 15:30 ETSlackuhc-pa-escalationZENVARABen OrtizDistrict wrap: payer chatter on UHC is up. Mostly anecdotal so far.
Ben summarises the Friday district meeting. Two reps mentioned UHC PA latency. Treated as routine grumbling.
in #field-east
Wed Mar 25
2026-03-25 · 1 events- 12:00 ETVeeva CRMuhc-pa-escalationZENVARAPriya NairCall note: Chicago practice abandoned 2 starts to UHC delays
Priya logs that two patient starts were abandoned after UHC PA decisions took 10+ days. Flagged to Ben informally.
Wed Apr 22
2026-04-22 · 2 events- 09:00 ETMMIT Formularyuhc-pa-escalationZENVARAMMITUHC tightens commercial PA criteria for Zenvara
Formal change recorded in MMIT. New criteria narrow PD-L1 expression threshold and require pre-treatment imaging within 60 days. Effective immediately.
- 12:00 ETPayer decisionsuhc-pa-escalationZENVARAUnitedHealthcareUHC migrates utilisation-management to new vendor (unannounced)
Operational change not surfaced in any feed. Oncology PA turnaround slips from 4 days to 9 over the following two weeks.
Tue Apr 28
2026-04-28 · 1 events- 11:15 ETMMIT Formularyuhc-pa-escalationZENVARAAisha BelloMMIT Wednesday digest: UHC PA criteria change noted
Aisha reads the formal criteria change in routine batch. Operational latency from the vendor transition not yet visible.
Mon May 4
2026-05-04 · 3 events- 12:30 ETVeeva CRMkol-mehtaZENVARATony AlvarezLunch program with Dr. Mehta at MSK
Tony hosts a peer-to-peer lunch with 6 oncologists from MSK; 4 expressed interest in PA navigation support.
- 15:42 ETSlackkol-mehtaZENVARAKaren Wu, PharmDKOL dinner w/ Dr. Mehta (Sloan) — interested in real-world durability data
Dr. Mehta wants real-world durability data >24mo. Looping @sara.heor for Optum RWE cohort pull (n=12,400).
in #medical-affairs-msl - 15:51 ETSlack↳ replykol-mehtaSara LindqvistPulling the Optum RWE cohort — n=12,400. Share by Friday.
Sara confirms RWE pull. Cohort matches Dr. Mehta's clinical question on durability beyond 24 months.
in #medical-affairs-msl
Tue May 5
2026-05-05 · 2 events- 10:15 ETSlackZENVARAPriya NairSample request denied 3x at Northwestern. Checking with IDN team.
Specialty pharmacy denied 3 sample requests from Northwestern Medicine — closed formulary at IDN level.
in #sample-ops - 14:00 ETSlackZENVARAAisha BelloExpress Scripts 2026 NPF: ZENVARA made the list. Tier 3 preferred.
ESI quarterly NPF refresh confirms ZENVARA Tier 3 preferred status with PA only. Effective July 1.
in #market-access-payers
Wed May 6
2026-05-06 · 1 events- 11:00 ETSlacknice-veltarixVeltarixSara LindqvistNICE submission timeline locked. Module B due 6/15.
NICE STA submission window opens June 2026; ICER threshold strategy assumes £28k/QALY base case.
in #heor-evidence
Thu May 7
2026-05-07 · 1 events- 08:30 ETSlackZENVARABen OrtizField meeting Thu 8am ET. Bring your top 3 PA blockers.
DM East rallies team for PA blocker triage ahead of UHC quarterly review.
in #field-east
Fri May 8
2026-05-08 · 1 events- 10:00 ETGoogle DocsZENVARAAisha BelloUpdated: 2026 US Payer Landscape Brief
Quarterly refresh of payer landscape brief. Notes UHC remains highest-leverage negotiation; net price erosion 4-6% post-IRA.
Mon May 11
2026-05-11 · 7 events- 08:00 ETIQVIA NPAuhc-pa-escalationZENVARAIQVIA NPA feedNPA WK19 data published (week ending 2026-05-08)
Weekly NPA refresh lands. ZENVARA Northeast NBRx 354 vs plan 412 (-14.1%). National TRx 763 vs plan 944 (-19.2%).
- 09:15 ETSlackuhc-pa-escalationZENVARAAisha BelloUHC PA turnaround slipped to 9 days in NE region — anyone else seeing this?
Aisha kicks off the escalation thread in #payer-escalations after a Monday call run from Ben's reps.
in #payer-escalations - 09:18 ETSlack↳ replyuhc-pa-escalationBen OrtizConfirmed, 4 of my reps flagged Friday.
DM East confirms field-level pattern matching the data signal.
in #payer-escalations - 09:25 ETSlack↳ replyuhc-pa-escalationMarco ReyesEscalating — pulling a payer call for Wed.
Launch Lead commits to scheduling UHC payer call for Wednesday.
in #payer-escalations - 10:30 ETGoogle Docsuhc-pa-escalationZENVARAMarco ReyesUpdated: Weekly Launch Tracker — WK19
Marco updates the launch tracker with WK19 numbers. Adds UHC PA escalation to action items.
- 11:00 ETSlackZENVARAMarco ReyesWeek 6 NBRx 412 vs plan 380 (+8%) [West]. East dragging due to UHC PA.
West outperforming East 2:1. Atlanta + LA carrying it — Sofia closed 3 IDN accounts.
in #launch-war-room - 11:08 ETSlack↳ replyLila ChenSofia closed 3 IDN accounts last week — full pull-through expected by EOQ.
DM West confirms IDN wins backing the +8% West signal.
in #launch-war-room
Tue May 12
2026-05-12 · 3 events- 10:00 ETSlackasco-readoutZENVARAJordan PatelCompetitor X ASCO abstract dropped — Kaplan-Meier at 18.2 mo, our last cut was 17.6.
Embargo lifts shortly; abstract surface text suggests OS parity with Veltarix/ZENVARA in 1L PD-L1≥50%.
in #competitive-intel - 10:12 ETSlack↳ replyasco-readoutKaren Wu, PharmDHazard ratio CI overlaps ours — not a clean win for them.
MSL Lead's read on the competitor abstract: HR overlap means CIs aren't separated.
in #competitive-intel - 11:30 ETSlack↳ replyasco-readoutDana ParkNeed a one-pager on the BMS CheckMate readout by EOD Thu.
VP Commercial commits CI team to a Thu EOD deadline for the competitor readout brief.
in #competitive-intel
Wed May 13
2026-05-13 · 2 events- 09:42 ETSlackasco-readoutZENVARAJordan PatelHeads up: 4 abstracts in our class lift embargo over the next ~24h.
Watching for KEYNOTE-189 5-yr update (Merck), the BMS CheckMate readout, and DESTINY-Lung-XX. Will draft post-embargo reads as they land.
in #congress-asco-aha - 17:00 ETGoogle Docsnice-veltarixVeltarixSara LindqvistUpdated: NICE STA Submission Plan — Veltarix
Sara updates NICE submission plan after PAS legal review. Module C tech engagement with EAG scheduled June 8.
Thu May 14
2026-05-14 · 2 events- 16:00 ETSlackcigna-winZENVARAMarco ReyesCigna formulary win confirmed — Tier 3 preferred with PA, effective Jul 1.
ZENVARA wins Cigna commercial formulary placement. +14.1M lives. Counterweight to FL Medicaid loss earlier this week.
in #market-access-payers - 18:30 ETGoogle Docsasco-readoutZENVARAJordan PatelCreated: ASCO 2026 Readout — Competitive Implications
Jordan delivers the one-pager Dana requested. Headline: Competitor X Phase 3 missed primary PFS (HR 0.91, p=0.18). Reduces near-term 2L threat.
Fri May 15
2026-05-15 · 6 events- 09:00 ETGoogle DocsZENVARAAisha BelloUpdated: Formulary Win/Loss Log — YTD 2026
Logged this week: Cigna win (+14.1M lives), Florida Medicaid loss (-4.2M lives, step-edit). Net +9.9M.
- 09:00 ETSlacknice-veltarixVeltarixSara LindqvistT-109 days to NICE STA submission for Veltarix (2026-09-01). 4 blocker gaps remain.
Friday gap-review: biggest open item is the long-term durability extrapolation — health-econ team estimates 14 months to close, so we either re-scope the submission or accept the risk. Need a call Monday.
in #heor-evidence - 10:00 ETSlackZENVARADana ParkBig week — Cigna win + ASCO readout. Kudos to MA + CI teams.
VP Commercial closes the week with public recognition for both teams.
in #general - 14:00 ETSlackMegan HillMegan joined the channel.
New Boston rep onboards into the field-east channel.
in #field-east - 14:02 ETSlackuhc-pa-escalationZENVARAMarco ReyesJust opened WK19 NPA. NBRx -14% in NE, -16% trailing four weeks. We need to talk.
Marco posts after opening the IQVIA file Friday afternoon. The variance had been visible since Monday; nobody read the file until now.
in #launch-war-room - 16:20 ETSlackZENVARAAisha BelloJust caught a FL Medicaid PDL refresh from last Sunday — ZENVARA non-preferred, step-edit through competitor X. -4.2M lives.
AHCA published the new PDL Sunday May 11; we missed it because the refresh landed on a weekend. Already updating the win/loss log.
in #market-access-payers