MFN 定价进展超预期,关注创新药全球定价动态近期,辉瑞和阿斯利康先后和特朗普政府就MFN(最惠国)定价达成一致,整体大超预期。具体来看,以辉瑞为例,公司与特朗普政府就已上市药品定价、新上市药品定价、药品直销、关税等4 个方面达成一致。我们进一步分析后,认为这4 个方面都存在超预期的点。(1)对于目前在美国已上市的药品,仅对Medicaid渠道的药品进行MFN 定价。而Medicaid 渠道的收入...
Source LinkMFN 定价进展超预期,关注创新药全球定价动态近期,辉瑞和阿斯利康先后和特朗普政府就MFN(最惠国)定价达成一致,整体大超预期。具体来看,以辉瑞为例,公司与特朗普政府就已上市药品定价、新上市药品定价、药品直销、关税等4 个方面达成一致。我们进一步分析后,认为这4 个方面都存在超预期的点。(1)对于目前在美国已上市的药品,仅对Medicaid渠道的药品进行MFN 定价。而Medicaid 渠道的收入...
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