摩根士丹利:中国医疗健康-美国对药品征收 200% 关税的潜在可能性-可行性如何?
2025-07-11 01:13
July 9, 2025 03:22 AM GMT China Healthcare | Asia Pacific M Update A Potential 200% US Tariff on Pharmaceuticals - How Feasible Is It? Key Takeaways Generic drugs: There is currently an acute shortage of sterile injectables in the US. A report from the US FDA earlier this year highlighted 102 generic medicines, 70% of which were injectables, that were under-supplied from 2019-2024. The biggest categories were anesthesia, endocrinology, gastroenterology, oncology, and cardiovascular injections (note). Generi ...