Ah, the markets. A bastion of rationality, predictability, and calm, right? Not when Donald J. Trump is in the driver’s seat, or even just tweeting from the back. The year 2025 has proven to be yet another masterclass in market volatility, where a single pronouncement can send trillions soaring or plummeting, often with the same dizzying speed as a Truth Social post going viral. Investors, bless their hearts, have spent the better part of the year clutching their pearls and portfolios, trying to decipher wh ...

在此次协议中，最受市场关注的是施贵宝(BMY.US)的让利承诺。该公司表示，将把其畅销抗凝血药 Eliquis免费提供给美国医疗补助(Medicaid)患者。Eliquis是美国处方量最高的药物之一，此举被视为本 轮降价行动中力度最大的措施之一。 特朗普在周五的公开活动上表示，今年7月他致信要求降价的17家大型制药企业中，已有14家同意大幅 下调药价。"这代表着美国医疗体系历史上患者可负担性方面的最大胜利，每一位美国人都将从中受 益。"他同时指出，强生(JNJ.US)、艾伯维公司(ABBV.US)和再生元制药公司(REGN.US)尚未签署协议， 但强生预计"下周就会加入"。 美国总统特朗普推动将美国药价与海外低价市场挂钩之际，多家美国及欧洲大型制药企业近日与白宫达 成协议，同意自愿下调在美销售的药品价格，以换取关税豁免和政策支持。特朗普政府正重启"最惠国 药价"政策，试图通过行政手段压缩美国处方药的高企成本。 智通财经APP获悉，根据白宫披露，已签署协议的企业包括默沙东(MRK.US)、施贵宝(BMY.US)、安进 (AMGN.US)、吉利德科学(GILD.US)、葛兰素史克(GSK.US)、赛诺菲安万特(S ...

Core Insights - Donald Trump and nine major pharmaceutical companies have reached agreements to significantly reduce drug prices for the Medicaid program and cash payers, aiming to align US costs with those in other wealthy nations [1][2] Group 1: Price Reductions and Agreements - Drugmakers will cut prices on most drugs sold to Medicaid, promising "massive savings" on commonly used medicines, although specific figures were not disclosed [2] - The deals include agreements to lower cash-pay prices for select drugs, launch drugs in the US at prices equal to those in other wealthy nations, and increase manufacturing [3] - Merck plans to sell its diabetes drugs at approximately 70% off list prices directly to US consumers, with potential for its experimental cholesterol drug to be offered through direct channels [4] Group 2: Previous and Current Deals - Five companies had previously made agreements with the administration to control prices, while three companies have yet to announce deals [6] - Drugmakers committed to "most-favored-nation" pricing for all new US drug launches across various markets, including Medicare [7] Group 3: Financial Commitments and Investments - Companies pledged to invest over $150 billion in US research and development and manufacturing, with Merck contributing $70 billion of that total [8] - A portion of revenues from foreign sales will be remitted to the US to help offset costs [8] Group 4: Medicaid and Market Impact - Medicaid, which represents about 10% of US drug spending, already benefits from significant price discounts, sometimes exceeding 80% [9] - Pfizer indicated that Medicaid discounts would lead to price and margin compression in the upcoming year [9]

US President Donald Trump on Friday (December 19) announced agreements with nine major pharmaceutical companies to sharply cut the prices of medicines sold through the government’s Medicaid program and to cash-paying consumers, marking his latest push to bring US drug costs in line with those in other wealthy nations.The deals were unveiled at a White House press conference, where Trump appeared alongside senior executives from the participating drugmakers.“We were subsidizing the entire world. We’re not do ...

Core Viewpoint - The company has received temporary approval from the FDA for its abbreviated new drug application (ANDA) for Sitagliptin Metformin Extended-Release Tablets, indicating progress in its product development and potential market entry in the U.S. [1] Company Summary - The company's subsidiary, Zhejiang Jiuzhou Biopharmaceutical Co., Ltd., submitted the ANDA for Sitagliptin Metformin Extended-Release Tablets to the FDA [1] - The drug is primarily used for treating type 2 diabetes patients who have inadequate blood sugar control with Metformin alone or are receiving combination therapy [1] - The original drug, Janumet XR, was developed by Merck and launched in the U.S. in February 2012, and it is currently under patent protection [1] Market Potential - The U.S. market sales for Sitagliptin Metformin Extended-Release Tablets are projected to be approximately $1.1 billion in 2024 [1] - The company has invested around RMB 14.73 million in the research and development of this product to date [1] Competitive Position - The FDA's approval signifies that the company's product has met safety and efficacy standards comparable to the original drug, enhancing its market competitiveness [1] - The product will only be eligible for sale in the U.S. market after the patent expires and the FDA grants final approval [1]

九洲药业公告，控股子公司九洲生物向美国食品药品监督管理局提交的西格列汀二甲双胍缓释片ANDA 已获得暂时批准。该药品主要用于2型糖尿病患者的血糖控制，原研药为Janumet XR，由默沙东公司研 发。九洲药业在该药品上的累计研发投入约为1473万元。西格列汀二甲双胍缓释片的ANDA通过美国 FDA上市许可批准，将进一步提升公司产品的市场竞争力。但该产品需要在专利权到期并得到FDA最终 批准后才能获得在美国市场销售的资格。 ...