Core Viewpoint - The article discusses President Trump's recent demands for major pharmaceutical companies to lower drug prices in the U.S. within 60 days, threatening to use all means necessary if they refuse [2][3]. Group 1: Trump's Demands - Trump has requested that major pharmaceutical companies, including Eli Lilly, Pfizer, and Merck, take measures to reduce drug prices by September 29 [3]. - He emphasized that the collaboration to lower drug prices would be the most effective approach for businesses, government, and patients [5]. - The specific measures requested include implementing "most favored nation" pricing, locking in new drug prices, pressuring foreign markets, and bypassing intermediaries to sell directly to consumers [6][7]. Group 2: Impact on Pharmaceutical Stocks - Following the announcement, pharmaceutical stocks experienced significant declines, with Sanofi dropping over 7% and Novo Nordisk nearly 6% [2][8]. - The pharmaceutical industry has historically opposed the idea of linking drug prices globally, arguing it threatens U.S. leadership in biomedical research and innovation [8]. - Some companies have shown willingness to cooperate with the government, while the industry's largest trade organization remains resistant to proposed reforms [8][9]. Group 3: Industry Response - AstraZeneca's CEO acknowledged the unsustainable nature of the current situation, breaking from industry consensus [9]. - Pfizer and Merck expressed their commitment to working with the government to improve patient access to medications [9].
利空突袭!特朗普,发出威胁:动用一切手段!
券商中国·2025-08-02 11:33