欧制药业面临美关税严重冲击

Group 1 - The U.S. will impose a 100% tariff on all imported brand and patented drugs starting October 1, directly impacting the European pharmaceutical industry [1] - 73% of brand drugs in the U.S. are sourced from European countries like Ireland, Germany, and Switzerland, with Ireland's drug exports to the U.S. projected to reach €44.4 billion in 2024, accounting for over 60% of Europe's exports to the U.S. [1] - Germany's pharmaceutical exports to the U.S. are expected to exceed €27 billion in 2024, representing about one-quarter of Germany's total pharmaceutical exports [1] Group 2 - German and European pharmaceutical industry associations warn that U.S. tariffs will severely impact the pharmaceutical sector and negatively affect U.S.-Europe trade relations [2] - Bayer's CEO warns that sustained high tariffs will weaken pharmaceutical companies' operational and R&D capabilities, jeopardizing innovation and competitiveness [2] - The American Pharmacists Association indicates that tariffs could lead to a 30% to 50% increase in prices for commonly used patented drugs, disrupting international supply chains and affecting drug availability [2] Group 3 - Despite large investment plans from multinational pharmaceutical companies, industry insiders argue that returning production to the U.S. may do more harm than good, as tariffs could disrupt existing pharmaceutical supply chains [3] - The U.S. government's imposition of tariffs is seen as a violation of market development principles, likely distorting the industry chain and increasing production costs while reducing efficiency [3]