智通财经网·2025-09-26 01:33Core Points - The U.S. will impose a 100% tariff on imported patented and branded drugs starting October 1, unless pharmaceutical companies establish manufacturing plants in the U.S. [1] - President Trump has previously threatened to increase tariffs on imported drugs, with potential rates rising to 250% over the next year and a half [1] - The intention behind the tariffs is to lower drug prices in the U.S., but there are concerns that this could lead to drug shortages and increased costs for consumers [1] Group 1 - Pharmaceutical companies are increasing investments in the U.S., with Roche planning to invest $50 billion and Johnson & Johnson aiming to invest $55 billion over the next four years [2] - Building a pharmaceutical plant in the U.S. is costly and time-consuming, and even domestic production may not avoid tariffs on imported raw materials [2] - European pharmaceutical giants like Novartis, Roche, Sanofi, AstraZeneca, and Bayer may face significant challenges, having to choose between absorbing tariff costs or investing heavily to relocate production to the U.S. or its trade partners [2]