Core Viewpoint - AstraZeneca plans to invest $50 billion in the U.S. by 2030, responding to potential import drug tariffs and aiming to enhance local production and R&D capabilities [1] Group 1: Investment Plans - The investment will include the construction of a new chronic disease drug factory in Virginia, with a budget of $4 billion [1] - This new investment is an addition to AstraZeneca's previous commitment of $3.5 billion by the end of 2026 [1] - The company currently employs nearly 18,000 people in the U.S. [1] Group 2: Industry Trends - European pharmaceutical companies are increasing investments in the U.S. to mitigate tariff risks, with Novartis announcing a $23 billion infrastructure investment and Roche proposing a $50 billion investment [1] - Sanofi has also committed to investing at least $20 billion in the U.S. by 2030 [1] - AstraZeneca and other companies are forming a new supply chain model: "U.S. production for the U.S. market, European R&D, and Asian manufacturing" [1] Group 3: Regulatory Environment - AstraZeneca's CEO Pascal Soriot has urged U.S. policymakers to consider tax incentives instead of tariffs to attract local investments [2] - Soriot acknowledges the strategic need for countries to secure their drug supply chains, aligning with the vision promoted by the Trump administration [2] - The new tariff policy proposed by Trump, effective August 1, will implement floating tariffs, requiring companies to relocate production within a year or face tariffs up to 200% [2] Group 4: Corporate Strategy and Market Position - Under Soriot's leadership, AstraZeneca's market value has more than doubled, positioning the company among the top players in the global oncology market [2] - The company has established significant R&D pipelines in cardiovascular, renal, and metabolic diseases [2] - Recent strategic adjustments reflect a broader trend among multinational pharmaceutical companies responding to changing trade policies and a restructuring of the global pharmaceutical landscape [2]

针对特朗普的关税大棒，诺和诺德近日强烈呼吁美国商务部不要对药品征收关税，警告此类举措可能会扰乱关键药物的获取渠道。 这家丹麦制药公司在5月6日致该部门的一封信中阐述了其立场，此信是对商务部就"232条款"关于药品进口是否构成国家安全风险所发起征求意 见的正式回应。诺和诺德并不支持对所有药品进口一刀切地征收关税，而是建议商务部重点调查来源不明的司美格鲁肽进口——该成分是其畅销 药物Wegovy和Ozempic的有效成分——以评估这些非法进口是否构成国家安全威胁。 诺和诺德特别指出来自中国的"未经授权的司美格鲁肽"，并称这些进口妨碍了其在美国的投资，并可能威胁国家安全。该公司表示，美国食品药 品监督管理局（FDA）对这些中国仿制司美格鲁肽的制造商缺乏有效监管，而这些产品正在通过配制药的方式流入美国市场，直接提供给患者。 此外，诺和诺德还指出中国监管体系自身也存在监管不足的问题。在已知的19家向美国出口司美格鲁肽原料的中国企业中，有12家"被认为不符 合司美格鲁肽生产的良好生产规范（GMP）要求"。 诺和诺德呼吁商务部将重点放在打击此类非法进口产品上，并与"欧洲盟友"共同建立更加稳固的药品供应链。公司在信中表示，虽 ...