Group 1 - The U.S. plans to impose a 100% tariff on patented and branded drugs starting October 1, which has led to a significant drop in A-share pharmaceutical stocks, particularly in the CRO and chemical pharmaceutical sectors, with declines exceeding 2% [2] - The proposed tariffs do not apply to raw materials, and it is believed that the tariffs will mainly affect patented drugs, while generic drugs will be exempt [2][3] - Companies such as Huahai Pharmaceutical and Haizheng Pharmaceutical have stated that they will not be affected as they primarily sell generic drugs in the U.S. market [2][3] Group 2 - Kelun Pharmaceutical also confirmed that it would not be impacted by the tariff changes [3] - Currently, among A-share pharmaceutical companies, only BeiGene is independently selling innovative drugs in the U.S. market [4] - BeiGene's stock price fell over 4% on September 26, but company insiders indicated that the tariff policy lacks specific details and should have a limited impact, as their New Jersey facility is in the process of testing and certification [5]
A股医药股大跌，喊药价高的特朗普要加征关税了，对药企影响如何