小摩:辉瑞(PFE.US)与美国政府定价协议“影响有限”,或成为行业“模板”

Group 1 - The agreement between the U.S. government and Pfizer marks a significant moment for the pharmaceutical industry, as it reflects a shift in negotiations regarding drug pricing and the linkage to foreign prices [1][3] - Pfizer has agreed to reduce the prices of some drugs by up to 85% and will sell directly to the public through a new website, TrumpRx, avoiding potential tariffs [2] - The deal has positively impacted Wall Street, with Pfizer's stock rising by 5.6% on the announcement day, alleviating investor concerns about potential revenue losses due to stricter regulations [2] Group 2 - The agreement is expected to set a precedent for other pharmaceutical companies, with officials indicating that more companies are eager to negotiate similar deals [3] - The U.S. government aims to reduce spending on Medicaid, which provides insurance for low-income individuals, through this agreement [3] - Analysts believe that Pfizer's commitment to align future drug prices with those in other wealthy countries will have a limited financial impact on the company [2]