美国关税或致药品短缺？行业警告：低利润仿制药面临停产危机

Core Viewpoint - The potential imposition of tariffs on imported pharmaceuticals by the U.S. government could severely impact the generic drug supply chain, which is crucial for the U.S. healthcare system, as generics account for approximately 90% of the country's drug supply [1][2]. Group 1: Impact on Generic Drug Industry - The generic drug industry operates on thin profit margins, and the introduction of tariffs could lead some companies to cease production altogether due to increased costs [2]. - The American Association of Generic Manufacturers (AAM) warns that adding costs to an already struggling industry will hinder its ability to invest and innovate [2]. - The majority of generic drugs in the U.S. are sourced from overseas, particularly India and Southeast Asia, making self-sufficiency difficult [2]. Group 2: Consequences of Tariffs - Tariffs could lead to increased drug prices or even supply shortages, particularly for essential medications like low-cost cancer drugs and vaccines [2]. - India, as a major exporter of generics, could see its market share significantly reduced if tariffs are imposed, leading to higher prices for U.S. consumers [2]. - A study by ING indicates that a 25% tariff could raise the cost of a 24-week prescription for a generic cancer drug by $8,000 to $10,000, disproportionately affecting uninsured patients [3]. Group 3: Current Drug Supply Issues - The U.S. is already experiencing a drug supply crisis, with a record high of 323 drug shortages reported in the first quarter of last year [3].