面临仿制药竞争强生(JNJ.US)默沙东(MRK.US)抗议“美版”医保谈判

智通财经2023-08-30

智通财经APP获悉，在美国首次进行价格谈判的10种重磅药物中，强生公司(JNJ.US)的Stelara、默沙东(MRK.US)的Januvia预计在2026年谈判价格生效时将面临廉价竞争。两家公司都在法庭上提出了质疑。强生公司的Stelara，这是一种治疗自身免疫性疾病的药物。面临低成本同类产品竞争的药物本应免于与美国医疗保险计划的谈判。但Stelara的最后一项美国专利将于今年9月到期，生物制药...

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Industries的生物仿制药版本预计将于2025年推出。这意味着Stelara的低成本竞争对手可能在2026年已经上市。默沙东公司治疗糖尿病的Januvia也进入了谈判名单，尽管预计该药在2026年也将面临廉价竞争。这一动态表明，拜登总统签署的《通胀缩减法案》中的定价措施可能没有制药游说团体或政府所描述的那么引人注目。只选择较老的药物进行谈判，而且大多数药物的利润将被到期专利和低成本版本侵蚀。强生在一份声明中表示，该政策“价格控制条款将限制医疗创新，限制患者的获取和选择，并对整体护理质量产生负面影响”。默沙东警告说，这将扼杀研究，并为寻求治愈的患者带来“潜在的破坏性后果”。两家公司都在法庭上对该政策提出了质疑。华尔街分析师和投资者则不那么担心。摩根大通证券的分析师在一份研究报告中写道，名单上的大多数药物对公司的收入和盈利贡献很小。强生与艾伯维公司(ABBV.US)合作的血液稀释剂拜瑞妥(Xarelto)和Imbruvica，阿斯利康(AZN.US)开发的畅销糖尿病治疗药物Farxiga、诺华制药(NVS.US)开发的心血管药物Entresto、安进公司(AMGN.US)类风湿性关节炎治疗药物Enbrel和诺和诺德公司(NVO.US)的胰岛素产品Fiasp也在医疗保险谈判名单上。美国医疗保险和医疗补助服务中心(CMS)管理员Chiquita 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面临仿制药竞争 强生(JNJ.US)默沙东(MRK.US)抗议“美版”医保谈判

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面临仿制药竞争强生(JNJ.US)默沙东(MRK.US)抗议“美版”医保谈判