美国医保宣布下调15种药品价格，司美格鲁肽大砍71%

Core Points - The U.S. Centers for Medicare and Medicaid Services (CMS) announced new price agreements for prescription drugs, including a significant price reduction for Novo Nordisk's popular diabetes and weight loss drug Ozempic [1][2] - The price of Ozempic and Wegovy will be reduced by 71% to $274 per month starting in 2027, as part of the second round of drug price negotiations authorized by the Inflation Reduction Act [1][3] - The negotiation covers 15 drugs that account for 15% of Medicare Part D spending in 2024, totaling $42.5 billion, with estimated savings of $12 billion for taxpayers and $685 million for beneficiaries by 2027 [2][3] Drug Price Reductions - The negotiated prices for Ozempic and Wegovy are significantly lower than their current list prices, with Ozempic's price dropping from $959 to $274 [3] - Other drugs also face substantial price reductions, such as GSK's Trelegy Ellipta, which will see a 73% decrease from $654 to $175, and Pfizer's Ibrance, which will drop 50% from $15,741 to $7,871 [3][4] - The discounts range from 38% to 85%, with the negotiated prices reflecting what Medicare pays to manufacturers rather than what patients pay directly [3][4] Market Reaction - Despite the significant price cuts, the stock prices of Novo Nordisk and Pfizer remained stable, indicating that the market had largely anticipated these outcomes [4] - Analysts noted that the new price for Ozempic aligns closely with previously assumed net price levels, suggesting limited impact on the actual revenue received by the companies [4] Industry Response - Novo Nordisk appears to be adjusting its strategy by offering Ozempic and Wegovy directly to consumers at a price of $349 per month to compete with Eli Lilly [5] - The pharmaceutical industry, including Novo Nordisk, has expressed strong opposition to government price-setting, with ongoing legal challenges against the implementation of these price negotiations [6] - The current negotiation mechanism, while rooted in Biden-era legislation, is being utilized by the Trump administration as part of its health agenda, highlighting the ongoing political dynamics in U.S. healthcare policy [2][6]