值得一提的是，这是白宫为降低美国民众医疗成本而与制药企业达成的第二项重大协议。美国制药商辉 瑞(PFE.US)上周与特朗普政府也达成了类似的协议，将采取多项措施降低美国药品价格，并获得了三年 的药品关税豁免——前提是该公司需进一步加大在美国本土的生产投资。据悉，辉瑞计划投资700亿美 元，用于回流美国本土的药品生产及研发设施建设。 与特朗普政府同辉瑞达成的协议类似，阿斯利康将大幅下调药品价格，以换取制药业关税的三年豁免 期。该公司在美国推出的所有新药价格将与可比国家中的最低水平保持一致。此外，该公司还将以大幅 折扣价格向针对低收入及残障人士的Medicaid医保项目供应药品。这家英国制药商还将扩大其直销网 站"AstraZeneca Direct"销售的产品，以特朗普口中"大幅降低"的价格进行销售，并将在TrumpRx网站上 提供这些药品。 阿斯利康首席执行官Pascal Soriot表示，作为协议的一部分，该公司将免于制药行业的关税。阿斯利康 今年7月曾表示，到2030年将在美国投资500亿美元。 目前该协议的财务影响尚不明确。由于阿斯利康在美国销售的药品大多在当地生产，因此其受到的关税 威胁相对有限。今年 ...

Core Viewpoint - The U.S. government, led by President Trump, plans to significantly reduce drug prices by 1400% to 1500% and impose higher tariffs on imported drugs, although the mathematical validity of such claims is questionable [1][2]. Group 1: Drug Price Reduction - Trump emphasized the need for major reductions in drug prices, stating that the U.S. drug prices need to be drastically cut [1]. - A formal letter was sent to major pharmaceutical companies, including Johnson & Johnson, Pfizer, and AstraZeneca, demanding price reductions by September 29 [1]. - The letter insisted on providing all existing drugs at the Most Favored Nation (MFN) price for all Medicaid patients, with a warning of potential government action if compliance is not met [1]. Group 2: Tariff Plans - Trump revealed plans to impose tariffs on imported drugs, starting with lower rates and potentially increasing to 250% over time, aimed at encouraging domestic pharmaceutical production [1][2]. - The proposed tariff plan has raised doubts regarding its consistency, as previous threats of high tariffs were later retracted [2]. Group 3: Market Reaction - Following Trump's announcements, pharmaceutical stocks experienced a decline, with notable drops in companies such as Pfizer (down 2.86%) and Merck (down 2.36%) [2].

Core Viewpoint - The U.S. government, led by President Trump, plans to significantly reduce drug prices by up to 1400% to 1500%, while also proposing higher tariffs on imported drugs, although the mathematical validity of such claims is questionable [1][2] Group 1: Drug Price Reduction - President Trump has issued a strong statement regarding the need for drastic reductions in drug prices, emphasizing that the U.S. drug prices need to be cut significantly [1] - Trump has sent formal letters to major pharmaceutical companies, including Johnson & Johnson, Pfizer, AstraZeneca, and others, demanding they lower drug prices by September 29 [1] - The administration aims to extend the "Most Favored Nation" (MFN) pricing to all Medicaid patients, insisting that all existing drugs must be available at MFN prices [1] Group 2: Tariff Plans - Trump has revealed plans to impose tariffs on imported drugs, potentially reaching as high as 250%, marking the most severe proposal to date [1] - The tariff strategy will start with lower rates, gradually increasing to 150% within one to one and a half years, and ultimately reaching 250% [1] Group 3: Market Reaction - Following Trump's announcements, pharmaceutical stocks experienced a decline, with notable drops including Johnson & Johnson down 0.49%, Pfizer down 2.86%, and AstraZeneca down 1.62% [2] - The overall sentiment in the pharmaceutical sector appears negative, reflecting concerns over the proposed price cuts and tariffs [2]

Core Viewpoint - President Trump's recent statements on prescription drug prices have sparked controversy due to their unrealistic nature, claiming reductions of up to 1500% [1][3]. Group 1: Drug Pricing Issues - Trump has repeatedly discussed the high cost of prescription drugs during his first term, but has achieved little progress in addressing the issue [3]. - The U.S. prescription drug prices are nearly three times higher than in other regions, highlighting a significant problem in the healthcare sector [4]. Group 2: Trump's Statements and Criticism - Trump's claims of reducing drug prices by 1000%, 600%, 500%, and 1500% contradict basic mathematical principles, leading to criticism of his understanding of the issue [1][3]. - Critics have pointed out that Trump's tendency to fabricate statistics undermines the credibility of his economic policies, as evidenced by his previous exaggerated claims regarding trade agreements and fuel prices [4].

特朗普对医药出手！ 美国总统特朗普今天公布了一项新的药品政策计划，他声称该政策将使美国处方药价格降低30%至80%。受此 影响，美股制药股盘前全线下跌，诺和诺德跌5.25%、艾伯维跌4.12%、阿斯利康跌3.8%、诺华制药跌3.7%、 吉利德科学跌3.46%。A股医药板块整体表现乏力，创新药更是集体走弱。 有机构认为，根据特朗普在社交平台关于"降低30%—80%药价"的表述，结合他此前的言论，降价大概率会发 生在占比10%左右的Medicaid（穷人保）；即使扩容到Medicare（老年保），按照当前返点存在的药价缓冲区 间，也不会有较大的负面影响。 特朗普对医药出手 特朗普宣布，计划于周一签署一项行政命令，将处方药和药品的成本"几乎立即降低 30%至80%"。 特朗普在"真相社交"上宣布了这一消息。"多年来，全世界都在疑惑，为什么美国的处方药和药品价格比其他 任何国家都高得多，有时甚至比同一家公司在同一个实验室或工厂生产的同种药品贵5到10倍？？？"特朗普写 道，"这一直很难解释，而且非常令人尴尬，因为事实上，没有正确或正当的答案。" "多年来，制药公司一直声称，这些费用是研发成本，所有这些成本过去、现在和 ...

Core Viewpoint - The announcement by Trump regarding plans to lower prescription drug prices in the U.S. is expected to create selling pressure on pharmaceutical stocks [1] Group 1: Impact on Pharmaceutical Companies - Pharmaceutical stocks in the U.S. may face significant selling pressure following Trump's announcement [1] - If Trump implements price caps on drug imports instead of tariffs, it could have a major impact on pharmaceutical companies and their profits [1]