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深夜!李嘉诚回应!
Zhong Guo Ji Jin Bao· 2025-05-12 16:16
Group 1 - The core viewpoint of the article revolves around the response from Cheung Kong Holdings regarding the port transaction, emphasizing that the transaction will not occur under any illegal or non-compliant circumstances [4] - The company stated that the completion of the transaction depends on a series of conditions, including legal and regulatory approvals, and necessary shareholder approvals [4][5] - The transaction involves the sale of core assets of its global port business, covering 43 ports across 23 countries, including a 90% stake in the Panama port company [5][6] Group 2 - The Chinese government, through the Ministry of Foreign Affairs and the State Administration for Market Regulation, has expressed concerns about the transaction and will conduct a legal review to ensure compliance with national interests [5][7] - The Hong Kong Chief Executive has acknowledged public concerns regarding the transaction and emphasized the need for compliance with legal and regulatory requirements [7] - The article highlights public sentiment against the sale, with some viewing it as a betrayal of national interests [6] Group 3 - The article also discusses a controversial policy initiated by former President Trump aimed at reducing drug prices by linking U.S. government payments for certain drugs to lower prices abroad [9][11] - The policy is expected to impact the pharmaceutical industry significantly, with estimates suggesting potential losses of up to $1 trillion over ten years for drug companies [18] - Experts have raised concerns that the policy may not effectively lower drug prices and could lead to reduced innovation in the pharmaceutical sector [19][20]
欲降价30%到80%,特朗普砍向美国处方药价格 业内人士:影响深度和路径均不确定
Mei Ri Jing Ji Xin Wen· 2025-05-12 15:15
Group 1 - The core point of the article is that President Trump announced plans to sign an executive order aimed at reducing prescription drug prices in the U.S. by 30% to 80%, aligning U.S. drug prices with those of the lowest-priced countries globally [1][3][10] - The announcement led to a decline in stock prices for major pharmaceutical companies, particularly affecting Chinese innovative drug firms like BeiGene and others listed in Hong Kong and the U.S. [1][13] - Despite the ambitious price reduction targets, Trump did not provide specific details on how these goals would be achieved, leading to uncertainty in the market [1][10] Group 2 - The high drug prices in the U.S. are attributed to a complex interplay of commercial insurance and the pharmaceutical industry's profit motives, with the government lacking effective tools to lower prices [2][8] - The U.S. healthcare expenditure reached $4.46 trillion in 2022, with prescription drugs accounting for 13% of this total, highlighting the significant role of government spending in the pharmaceutical market [4][10] - The average price of brand-name prescription drugs in the U.S. is 2.56 times higher than in other major developed countries, indicating a substantial pricing disparity [5][8] Group 3 - The "Most Favored Nation" policy proposed by Trump aims to link U.S. drug prices to the lowest prices in other countries, which could lead to significant savings in healthcare costs [3][4] - The implementation of drug price negotiations by the Centers for Medicare & Medicaid Services (CMS) is limited to certain insurance channels, leaving a significant portion of the market without direct price controls [10][11] - The potential impact of Trump's executive order on the pharmaceutical industry could lead to a reevaluation of pricing strategies and profit distribution among global pharmaceutical companies [12][14] Group 4 - The reaction from the industry has been cautious, with stakeholders expressing the need for clarity on the implementation of the proposed measures and their potential effects on the market [14][15] - Some industry experts believe that if the policy is effectively implemented, it could lead to a decrease in the overall market size for pharmaceuticals in the U.S., affecting the global market potential for innovative drugs [14][15] - Chinese innovative drug companies, while currently facing stock price declines, may find long-term benefits if the U.S. market adjusts to lower drug prices, given the high costs of drug development in the U.S. compared to China's efficiency [14][15]
特朗普要把药价打下来
Bei Jing Shang Bao· 2025-05-12 14:51
Core Viewpoint - The article discusses the impending "drug price storm" in the U.S. as President Trump announces an executive order to implement a "Most Favored Nation" policy aimed at reducing prescription drug prices by 30% to 80%, targeting the long-standing issue of high drug prices in the U.S. [1][2] Group 1: Policy Announcement - Trump plans to sign an executive order to lower U.S. prescription drug prices, aligning them with the lowest prices in other countries like Canada and Mexico [2][3] - The policy is expected to save the U.S. billions in healthcare costs and reduce the financial burden on citizens [2][3] - This is not the first attempt to address drug prices; a previous "Most Favored Nation" policy was halted by a federal court due to pharmaceutical industry pushback [2][3] Group 2: Current Drug Pricing Landscape - U.S. drug prices are significantly higher than those in other developed countries, with brand-name drugs costing an average of 4.22 times more than in other nations [4][5] - The average price of all drugs in the U.S. is 2.78 times that of 33 other OECD countries [4] - High drug prices are attributed to a lack of government regulation and the ability of pharmaceutical companies to set their own prices [4][5] Group 3: Industry Response - The pharmaceutical industry, represented by the PhRMA, opposes the government's pricing intervention, arguing it would harm patients and increase costs [7] - Industry estimates suggest that the "Most Favored Nation" policy could lead to over $1 trillion in losses for the pharmaceutical sector over the next decade [7] - Trump has criticized the pharmaceutical industry for shifting the burden of research and development costs onto American consumers [7]
特朗普称将签署“药品降价”行政令 通化东宝:短期内不受该政策影响
news flash· 2025-05-12 10:55
美国当地时间5月11日,美国总统特朗普在社交平台Truth Social发文称,5月12日上午9时(北京时间5月 12日21时)将在白宫签署"美国历史上最具影响力的行政命令之一",处方药和医药产品价格"几乎会立即 下降30%至80%",称以"最惠国政策"规定美国所支付的药品价格将与全球支付最低价格的国家相同。5 月12日,国内胰岛素企业通化东宝(600867)回应称,目前公司没有在美销售的产品,短期内不受该政 策影响。公司已具备规模化生产的技术壁垒,未来随着门冬、甘精、赖脯3款胰岛素在美国布局的推 进,凭借该优势,预计依然可以为公司带来可观的利润空间。此外,美国的药品审批体系在发展中国家 认可度较高,公司希望通过美国的获批,加速在新兴市场及部分共建"一带一路"国家的注册审批进度, 快速覆盖相关市场。(每日经济新闻) ...
“降低30%至80%”,特朗普突然宣布降价!
第一财经· 2025-05-12 09:45
Core Viewpoint - The article discusses President Trump's announcement to sign an executive order aimed at reducing prescription drug prices in the U.S. by 30% to 80%, implementing a "most favored nation" policy that aligns U.S. prices with the lowest prices paid in other countries [1][7]. Group 1: Drug Pricing in the U.S. - A report from RAND Healthcare indicates that in 2022, the average price of all drugs in the U.S. was 2.78 times higher than in 33 other OECD countries, with brand-name drugs being 4.22 times higher [3]. - The high drug prices in the U.S. are attributed to several factors, including the lack of government price controls and the absence of unified negotiation power in drug procurement [4]. - Pharmacy Benefit Managers (PBMs) play a role in managing drug prices but may incentivize higher drug costs due to their compensation structure [4]. Group 2: Pharmaceutical Companies' Justifications - Pharmaceutical companies argue that high U.S. drug prices reflect research and development costs, but this claim is contested, as many drugs are developed with government funding [5]. - A study shows that from 2010 to 2019, nearly all FDA-approved drugs were funded by the National Institutes of Health, challenging the narrative that companies solely bear R&D costs [5]. - Major pharmaceutical companies have spent more on stock buybacks and dividends than on R&D, indicating that profits are not fully reinvested into innovation [5]. Group 3: Impact on Consumers - High drug prices have led to significant issues for consumers, with over 9 million adults in the U.S. reportedly skipping doses or delaying refills due to costs [6]. - Brand-name drugs are often the most commonly discontinued medications due to their high prices and insurance authorization requirements [6]. Group 4: Political Context and Future Implications - Trump's proposal to link U.S. drug prices to those in other countries has garnered bipartisan support and is seen as a potential solution to high costs [7]. - Previous attempts to lower drug prices during Trump's first term faced strong resistance from the pharmaceutical industry, leading to limited progress [7][8]. - Trump's ongoing commitment to reducing drug prices and shifting manufacturing back to the U.S. aligns with his previous actions and campaign promises [9].
太贵了!特朗普欲掀医药改革:要把美国药价降低30%至80%
Di Yi Cai Jing· 2025-05-12 09:28
Core Viewpoint - President Trump announced plans to sign an executive order on May 12 to reduce prescription drug prices in the U.S. by 30% to 80%, implementing a "most favored nation" policy that aligns U.S. prices with the lowest prices paid in other countries [1] Group 1: Drug Pricing Context - A report from RAND Healthcare indicated that in 2022, the average price of all drugs in the U.S. was 2.78 times higher than in 33 other OECD countries, with brand-name drugs being 4.22 times higher even after rebates [3] - Non-brand generic drugs, which account for 90% of U.S. prescriptions, were priced at about 67% of the average price in other countries [3] Group 2: Factors Behind High Drug Prices - Unlike most developed countries, the U.S. government does not impose price controls on drugs, allowing pharmaceutical companies to set their own prices [4] - The introduction of the Inflation Reduction Act allowed for limited government negotiation on drug prices, covering only 10 drugs, and the impact of this policy has yet to be realized [4] - Pharmacy Benefit Managers (PBMs) play a role in negotiating prices but may incentivize higher drug prices due to their compensation structure [4] Group 3: Criticism of Pharmaceutical Companies - Pharmaceutical companies claim that high U.S. drug prices reflect R&D costs, but this assertion has been challenged, with evidence suggesting that many drugs are developed with government funding [5] - A study indicated that from 2010 to 2019, 354 out of 356 drugs approved by the FDA were funded by the National Institutes of Health [5] - Major pharmaceutical companies have spent more on stock buybacks and dividends than on R&D, with advertising costs also contributing to rising drug prices [5] Group 4: Impact on Consumers - High drug prices have led to over 9 million adults in the U.S. skipping doses or delaying refills in 2021 due to cost concerns [6] - Brand-name drugs are often the first to be discontinued by patients due to their high costs and insurance authorization requirements [6] Group 5: Political and Legislative Landscape - The proposal to link U.S. drug prices to those in other developed countries has garnered bipartisan support and is seen as a significant cost-reduction measure [7] - Trump's previous attempts to lower drug prices faced resistance from the pharmaceutical industry and legal challenges, but he remains committed to this agenda in his second term [7]
特朗普拟推“全球最低价”药改令 美药价或降八成
智通财经网· 2025-05-12 03:38
Group 1 - The core point of the news is that President Trump plans to sign an executive order aimed at reducing prescription drug costs in the U.S., ensuring that Americans pay no more than the lowest prices in other countries, potentially leading to a price drop of 30% to 80% [1][2] - The policy is referred to as the "most favored nation policy," which aims to align U.S. drug prices with those of the lowest-paying countries, significantly lowering healthcare costs [1][2] - Following the announcement, stock prices of Asian pharmaceutical companies fell, with notable declines such as a 7.2% drop for Chugai Pharmaceutical in Japan and over 3% declines for several South Korean firms [1] Group 2 - The U.S. currently has the highest drug prices globally, which has driven innovation and growth in the pharmaceutical industry; however, reforming this system may significantly reduce revenues and hinder the development of breakthrough therapies [2] - The executive order lacks detailed operational guidelines, including whether it will apply only to government programs like Medicare or to specific drugs, raising questions about its implementation [2][3] - During Trump's first term, a pilot program was proposed to align Medicare drug prices with those in lower-cost countries, but it was blocked in federal court due to procedural issues, and the Biden administration did not appeal the ruling [3]
特朗普要签“最惠国”药价令,美国药价或将狂降30%至80%!
Jin Shi Shu Ju· 2025-05-12 00:36
Group 1 - The core viewpoint of the news is that President Trump plans to sign an executive order to enforce a global minimum drug price in the U.S. to lower prescription drug costs [1] - Trump claims that U.S. citizens pay significantly higher prices for prescription drugs compared to other countries, sometimes five to ten times more for the same medication [1] - The implementation of the "most favored nation" policy is expected to align U.S. drug prices with those of countries with the lowest prices, potentially reducing U.S. drug costs by 30% to 80% [1] Group 2 - The Biden administration has initiated price negotiations for high-cost drugs used in Medicare under the Inflation Reduction Act, with plans to expand the scope annually [2] - Trump's previous attempts to implement a pricing plan for prescription drugs were halted by federal courts due to lawsuits from pharmaceutical companies, which claimed improper rule-making procedures [2] - The Biden administration shifted focus to legislative efforts, resulting in the passage of the Inflation Reduction Act after Trump's plan was blocked [2]