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60天倒计时,特朗普威胁动用"一切工具"逼药企降价,制药股全线下挫超4%
Hua Er Jie Jian Wen·2025-07-31 20:08

Core Points - President Trump has issued an ultimatum to 17 pharmaceutical companies to significantly reduce drug prices in the U.S. within 60 days [1] - The ultimatum has led to a sell-off in the pharmaceutical sector, with major companies like GlaxoSmithKline and Merck seeing stock declines of over 4% [1] - Trump criticized previous proposals from the pharmaceutical industry as ineffective and stated that only solutions providing immediate relief to American families will be accepted [5] Group 1 - Trump demands the full implementation of the "Most Favored Nation" pricing, requiring pharmaceutical companies to offer their entire drug portfolio at the lowest prices available in other developed countries to all Medicare patients [6] - AstraZeneca has proposed to lower some drug prices in the U.S. and is considering direct sales to patients, while other companies like Eli Lilly and Pfizer have adopted direct-to-consumer sales models [7] - Trump is pushing for companies to sign agreements with the U.S. government to ensure that all new drugs are available at "Most Favored Nation" prices upon market entry [9] Group 2 - The administration is advocating for stronger negotiations with what Trump refers to as "foreign freeloading countries" to ensure that increased revenues from overseas are used to lower drug prices for U.S. patients [9] - Trump is calling for pharmaceutical companies to bypass intermediaries and sell directly to consumers or businesses, aiming to eliminate middlemen and ensure that all Americans receive the same "Most Favored Nation" pricing [9]