《爱尔兰观察者报》9月17日报道，礼来公司表示将投资50亿美元（43亿欧元）在弗吉尼亚州建造 一座制造工厂，这是这家制药商计划在美国新建的四座工厂中的第一座。该公司正致力于扩大国内生 产，并防范潜在的关税风险。在美国总统特朗普敦促制药行业在国内生产更多药品，而不是进口活性成 分或成品药品后，全球制药公司一直在增加对美国的投资以增强制造能力。礼来执行副总裁兼总裁帕特 里克·琼森表示，公司近年来在爱尔兰进行了大量投资，并将继续投资。"我们在爱的所有工厂将继续在 我们的药品供应链中发挥重要作用。"今年礼来概述其投资计划，表示将至少投入270亿美元（230亿欧 元）建设四座新的美国制造基地，以应对潜在的药品进口关税。自2020年以来，该公司已承诺投入500 亿美元（426亿欧元）进行资本扩张。位于弗吉尼亚州的新设施将生产用于癌症、自身免疫和其他先进 疗法的活性药物成分，该工厂预计将在五年内完工。弗吉尼亚的工厂将为包括工程师和科学家在内的熟 练工人创造650多个工作岗位，以及1800个建筑工作岗位。该公司计划今年晚些时候宣布美国剩余三家 工厂的地点，并预计在五年内开始在所有四家工厂生产药品。 （原标题：礼来将在美投资数 ...

Core Viewpoint - Eli Lilly's stock has experienced significant volatility during Trump's second term, primarily due to the potential implementation of tariffs on pharmaceutical imports, which could negatively impact the company and the industry as a whole [1][2][3]. Group 1: Tariffs and Their Impact - President Trump has proposed a 25% tariff on imported drugs, although these tariffs have not yet been implemented [2]. - Eli Lilly's CEO acknowledged that expanding tariffs would negatively affect the company and the pharmaceutical industry, but did not specify the potential impact [3]. - The U.S. imported nearly $50 billion in pharmaceutical products from Ireland last year, making it a likely target for tariffs, which could pose a significant challenge for Lilly [4]. Group 2: Company Operations and Manufacturing - Most of Eli Lilly's product sourcing outside the U.S. comes from Ireland, with approximately $3.2 billion in long-lived assets reported in Ireland at the end of 2024 [5]. - Lilly has a large U.S. manufacturing footprint and is currently working on 10 active projects to build and expand facilities, aiming to supply the U.S. market entirely from domestic operations [9]. Group 3: Pricing Strategies and Regulatory Risks - President Trump issued an executive order for "most-favored nation" (MFN) drug pricing, which could pose a risk to the industry, although it may face legal challenges [9][10]. - If MFN pricing is implemented, drug manufacturers might adjust their pricing strategies to maintain profitability, such as increasing list prices in other countries while offering discounts [11]. Group 4: Future Outlook - The outcomes of the proposed tariffs and MFN drug pricing remain uncertain, but it is believed that Eli Lilly and other major pharmaceutical companies will navigate these challenges effectively [12].

Core Insights - In March 2023, the total value of U.S. pharmaceutical imports exceeded $50 billion, accounting for 20% of the projected total for 2024, with a significant increase of $20 billion primarily from Ireland [1][2] - The surge in imports is attributed to concerns over potential tariffs from the Trump administration, prompting pharmaceutical companies to stockpile inventory [1][3] - Ireland has become a major source of pharmaceutical imports for the U.S., with its trade surplus with the U.S. surpassing that with China for the first time [1] Group 1: Impact of Tariffs - If the U.S. imposes tariffs on imported drugs from Ireland, it could have a substantial impact on the global pharmaceutical industry [2] - The Irish pharmaceutical sector produces drugs valued at nearly €100 billion annually, with a significant portion exported globally [2] - The Trump administration has initiated an investigation into drug imports, citing national security concerns, and may impose tariffs on foreign-produced drugs [2] Group 2: Company Responses - U.S. pharmaceutical companies have been increasing their air shipments of drugs to prepare for potential tariffs [3] - Pfizer's CEO stated that the company has been ramping up inventory levels almost monthly to mitigate risks and maintain a favorable position [3]