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On Thursday night, Roche announced that it would price Rozlytrek, its newly approved pill to treat cancer related to specific, rare genetic alterations, at $17,050 a month, about half the cost of a competing drug, Vitrakvi, sold by Eli Lilly and Bayer.

Umer Raffat, an analyst at ISI Evercore, sent a note to clients asking if this is a “pricing war in cancer.” He noted that there are safety and efficacy differences between the drugs. “But with all the caveats, this will be a very interesting competitive dynamic to track in coming weeks,” he wrote.

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