Workflow
企业紧急囤货规避风险,民众害怕无力负担药费,关税担忧笼罩美制药业
Huan Qiu Shi Bao·2025-05-11 21:52

Core Viewpoint - The U.S. government's tariff policies are causing significant disruptions in the pharmaceutical industry, leading to increased drug prices and potential shortages, which could adversely affect public health and the overall economy [1][2][10]. Group 1: Tariff Impact on Pharmaceutical Costs - The tariffs imposed by the U.S. government are projected to increase annual pharmaceutical costs by over $50 billion [2]. - The reliance on imported raw materials for pharmaceuticals means that tariffs could lead to skyrocketing drug prices, exacerbating the existing drug affordability crisis in the U.S. [3][5]. - A significant portion of the U.S. prescription drug market, over 90%, consists of generic drugs, which are primarily sourced from countries like India and China [4][11]. Group 2: Supply Chain Vulnerabilities - The U.S. pharmaceutical industry is facing a critical shortage of drugs, with a record high of 323 drugs reported to be in short supply as of Q1 2024 [5]. - The majority of active pharmaceutical ingredients for commonly used drugs are not produced in the U.S., leading to increased vulnerability to supply chain disruptions due to tariffs [4][8]. - The import of pharmaceuticals from Ireland and India has surged, with Ireland's pharmaceutical exports to the U.S. reaching nearly $31 billion in March 2023 alone [6][7]. Group 3: Market Dynamics and Competitiveness - The U.S. pharmaceutical market is expected to grow from $560 billion in 2021 to $861.67 billion by 2028, with a compound annual growth rate of 6.3% [9]. - The imposition of tariffs may lead to a decline in the global competitiveness of U.S. pharmaceutical companies, as they rely heavily on international supply chains [10][11]. - The potential for increased costs and reduced market share could drive U.S. pharmaceutical companies to reconsider their global strategies, possibly leading to a shift in investment towards more stable markets [11].