The UK’s drug pricing watchdog recommended restricting access to Amgen’s Lumakras (sotorasib) for new patients, calling for reimbursement to be cut off. The National Institute for Health and Care Excellence (NICE) draft guidance, released Thursday, would limit National Health Service coverage in England for those initiating treatment. The decision lands as UK reimbursement scrutiny continues to intensify for oncology drugs, particularly those facing complex evidence requirements and high budget impact. Amgen will now need to consider how to respond during the consultation process. For biotech stakeholders, the move is a reminder that market access outcomes can shift quickly even after clinical adoption begins, especially where health technology assessment thresholds and cost-effectiveness assumptions are challenged.