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2025-05-13

【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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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

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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