美国医保首次大规模药价谈判：15种药物平均降价44%

华尔街见闻11-27

美国医疗保险和医疗补助服务中心（CMS）完成了史上首次大规模药价谈判，针对15种治疗严重慢性病和癌症的药物实现平均降价44%，预计将为医保系统节省120亿美元。这是特朗普政府"平价行动"计划的核心举措，旨在降低医疗和食品成本。 11月26日，据媒体报道，CMS周二宣布，诺和诺德旗下GLP-1类减肥药物Ozempic和Wegovy在此次谈判中降价71%，成为本轮药价谈判中最受关注的成果。此次谈判针对...

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Kennedy表示，特朗普总统指示他们不遗余力地降低医疗成本。随着中期选举临近，平价问题正成为低收入家庭关注的焦点。\n对制药行业而言，这标志着政府定价权的显著扩张。据媒体报道，诺和诺德表示对政府主导的定价模式存在\"严重担忧\"，并继续反对这一谈判框架。\n核心药物降价幅度显著\n本次医保药品价格谈判成效显著，除GLP-1类药物价格下降71%外，多个核心品种也实现大幅降价。其中，辉瑞的乳腺癌药物Ibrance降价50%，前列腺癌药物Xtandi降价48%，葛兰素史克的Trelegy Ellipta降幅达73%。\n据CMS统计，结合去年已谈判的10种药物（将于2026年1月1日生效），届时通过价格谈判覆盖的药物将扩展至25种，进一步扩大政策影响范围。\n健康与公共服务部部长小Robert F. Kennedy强调：\n\n“遵循特朗普总统指示，我们正全力以赴降低美国民众的医疗成本。在‘让美国再次健康’的愿景下，我们将动用一切可行工具，确保老年人获得可负担的医疗服务。”\n\n在当前政府主导的定价机制影响下，制药企业正积极调整市场策略以应对政策环境变化。以诺和诺德为例，该公司在公开表达对现行定价机制担忧的同时，仍对其GLP-1类药物价格进行战略性调整以维持市场竞争力。这一举措充分体现了制药企业在政策压力与市场竞争之间寻求平衡的现实抉择。\n中期选举前的战略性部署\nCMS此次发布的声明，标志着特朗普政府在推进处方药降价、提高医保可负担性及控制整体医疗开支方面进入实质性加速阶段。结合其在稳定食品价格等民生领域的同步举措，政府正通过“平价行动”计划，系统性推进多战线成本调控。\n当前，在低收入家庭持续面临预算压力的背景下，医疗与生活成本问题已成为中期选举周期中的焦点议题。此时首次大规模公开披露医保药价谈判成果，其时机选择具有明确的政治意图，既展现政策执行力，也意在将药品降价成果转化为选举动能，强化政府在经济民生领域的执政形象。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586266111","isCrawlerRequest":true}