医药生物行业:美国药价政策仅是扰动 中国创新药出海持续看好

国元国际
13 May

【事件】美国时间2025 年5 月12 日,白宫新闻栏发布:特朗普签署了一项行政令,旨在使美国民众为处方药支付的价格与其他类似国家的价格一致。【点评观点】特朗普表态明显温和,降价之路较为复杂和困难:特朗普表态较前一日的推特明显温和,之前其表示要降价30-80%,因为美国医药体系是较为复杂的,医保体系有Medicaid(低收入人群医保)、Medicare(老年人医保)、商业保险,而产业链环节有制药...

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