特朗普拟对进口药品征收高额关税 谁最可能受影响

Core Viewpoint - The Trump administration plans to impose tariffs on imported pharmaceuticals, potentially reaching up to 200%, aimed at encouraging drug manufacturing to return to the U.S. [1] Group 1: Impact on Pharmaceutical Companies - Different companies will be affected by the tariffs to varying degrees, depending on their manufacturing network. AbbVie, Bristol-Myers Squibb, and Eli Lilly have a stronger U.S. manufacturing presence, while Novartis and Roche face higher risks due to lower U.S. production capacity [1][2] - Amgen and Biogen are identified as the most sensitive biotech companies to the tariffs, while Gilead Sciences and Vertex have lower risk exposure [2] - Companies may attempt to raise prices to offset increased costs, but significant price hikes could be politically unfeasible given the current scrutiny on drug prices [2] Group 2: Responses and Strategies - Roche has announced a $50 billion investment in the U.S. and emphasizes the need to exclude drugs and diagnostics from tariffs to protect patient access and future medical innovation [3] - Companies are evaluating alternative measures to mitigate cost increases, such as sourcing active pharmaceutical ingredients from regions outside Europe and exploring new contract manufacturers in non-European countries [5] Group 3: Manufacturing and Tax Strategies - Companies with strong U.S. manufacturing networks include AbbVie, AstraZeneca, Eli Lilly, Merck, and Pfizer, each having multiple major factories in the U.S. [4] - The complexity of the pharmaceutical supply chain makes it challenging to assess the full impact of tariffs, as factors like manufacturing locations and patent statuses play significant roles [3][4] - Ireland is highlighted as a potential target for tariffs due to its low corporate tax rates, with several companies having significant manufacturing operations there [4]