100%关税砸向救命药？美国撕协议，德国患者先慌了？

Core Viewpoint - The recent imposition of a 100% tariff on imported patented drugs by the U.S. has caused significant turmoil in the German pharmaceutical industry, which heavily relies on the U.S. market for exports and is now facing severe financial and operational challenges [1][3][5] Group 1: Impact on German Pharmaceutical Companies - The U.S. is a major market for German pharmaceutical exports, with an expected revenue of €27 billion in 2024, accounting for 25% of the total industry exports [3] - The sudden tariff increase has led to concerns among German pharmaceutical companies, with some facing a potential doubling of costs, forcing them to either raise prices or absorb losses [3][4] - Smaller German pharmaceutical firms, which make up 90% of the industry, lack the financial resources to build U.S. factories to qualify for tariff exemptions, putting them at a significant disadvantage [3][4] Group 2: Supply Chain and Pricing Issues - The tariff could disrupt the supply chain for essential drugs, as Germany imports many raw materials and finished products from the U.S., leading to potential shortages and price increases for consumers [4] - Reports indicate that the prices of U.S. imported medications have already risen by 10%, affecting patients who rely on these drugs [4] - The economic implications of the tariff suggest that the costs will ultimately be passed on to patients, exacerbating the already high drug prices in the U.S. [4][5] Group 3: Reactions from Industry Leaders - The German Research-Based Pharmaceutical Association has condemned the tariff as a blatant violation of agreements, warning that ongoing instability could freeze investments and threaten the viability of smaller companies [3][5] - Bayer's CEO has expressed concerns that continued policy fluctuations will weaken research and development capabilities within the industry [5] - The rapid changes in trade policy have led to a loss of trust among European companies, making them hesitant to engage in future business with the U.S. [5]