里昂发表报告指,美国总统特朗普关于药品定价的言论重新点燃市场波动。该行认为,美国医疗系统多方支付结构限制政府定价权,任何有意义改革都将影响广泛的利益相关者,使得实际实施高度不确定。虽然对海外产品高峰销售的担忧正在增加,但美国对中国公司来说仍是增量市场。中国政策环境正变得更加具有支持性,特别是在药品定价方面更加宽松。该行相信院内药品销售的复苏将是下一个国内周期的主要驱动力,4月数据已显示出积极的改善...
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