U.S. to impose 100% tariff on branded, patented drugs unless firms build plants locally, Trump says
https://www.cnbc.com/amp/2025/09/26/us- ... -says.html
美国有大量从印度进口的药品。如果累计关税就变成150%。
从10/1 执行，没几天了
往哪个方向反应？还要跌？
我有点bmy 都气死了？
BMY 是施贵宝，美国制药公司，应该没事。出问题的是欧洲之类的制药公司。还有generic 公司
The US pharmaceutical market consists of two types of drugs: branded and non-branded (generics). The Food and Drug Administration (FDA) estimates that about 90 percent of all prescriptions filled every year are generics, a large share of which are manufactured in India, where about 35 percent of the world’s active pharmaceutical ingredients (APIs) for generics are produced. Branded drugs, by contrast, come in large part from the EU, where about 43 percent of branded APIs are produced. While branded drugs only represent a small share of prescriptions, they account for nearly 90 percent of US drug spending, as those producers can charge elevated prices while their drugs are under patent.
制药成本并不大吧，trump需要做的是逼药厂降价，同一个药在美国卖的价格不能高于海外的价格
不要小看化学合成，工艺可不简单。量大的情况是没事。好多小众药，卖不了多少，美国劳动力成本高。
比稀土提炼只会更加复杂
重型卡车25%，进口家具30%，厨房橱柜50%，进口药品100%！特朗普官宣新一轮关税，10/1执行！
市场说--who fking care ?
大家习惯于TACO，只是到10/1，这次川普不会TACO.
更新：100%只针对专利药，没有针对generic 药。所以还好，印度产的药品没包括。
药股波澜不惊，状似古井水。