大涨6.83%！“美国降价换欧洲涨价”！美国政府与辉瑞达成“标杆协议”，并上线药品直销网站“TrumpRx”

Core Viewpoint - Pfizer has reached an agreement with the Trump administration to lower drug prices in exchange for a three-year exemption from drug tariffs, marking a significant shift in U.S. pharmaceutical pricing policy [1][3][10]. Group 1: Agreement Details - The agreement allows Pfizer to sell certain popular drugs at an average discount of 50% to 100% through a new consumer direct sales website, TrumpRx [3][10]. - Pfizer will provide "Most Favored Nation" (MFN) pricing for drugs covered under Medicare and Medicaid, ensuring U.S. prices do not exceed the lowest prices in other countries [3][10]. - As part of the deal, Pfizer will not face specific tariffs for three years, provided it invests further in U.S. manufacturing [10][12]. Group 2: Impact on Drug Pricing - The agreement is part of a broader strategy to link U.S. drug prices to lower prices abroad, with the aim of addressing perceived unfair pricing practices [8][11]. - The White House is negotiating with G7 countries and others to raise drug prices internationally to offset revenue losses in the U.S. [4][11]. - Pfizer's stock rose significantly following the announcement, reflecting investor optimism about avoiding stricter pricing policies and tariffs [4][10]. Group 3: Specific Drug Discounts - Pfizer plans to offer discounts on various primary care and specialty drugs, with some drugs seeing price reductions of up to 85% [12]. - Specific drugs mentioned include Duavee for menopause symptoms at $30 (85% discount), Eucrisa for eczema at $162 (80% discount), and Tovias for overactive bladder at $42 (85% discount) [12]. Group 4: Market Reactions and Expert Opinions - Analysts view the agreement positively, suggesting it provides certainty for Pfizer and the broader pharmaceutical industry, potentially steering away from harsher pricing policies [13]. - However, health policy experts express skepticism about the agreement's ability to deliver substantial savings for the average American, noting that it primarily benefits the uninsured [13].