贝伦贝格银行分析师在研报中指出，美国总统特朗普拟推出的药品“最惠国”限价政策正引发医药板块恐慌。

　　特朗普宣称该政策将使美国药品价格降低30%-80%，但分析师认为：“考虑到美国复杂的药品定价与报销体系，以及缺乏国际市场药价透明度的现实，政策的具体实施方式值得深思。”

　　分析师评估显示，美国制药巨头百时美施贵宝在政府渠道面临最大的降价风险，而赛诺菲受到的影响最小。

　　不过政策实施细则仍存在诸多不确定性，包括是否会豁免特定品类药品等。

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责任编辑：王许宁

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