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China Securities Co.,Ltd. is bullish on pharmaceutical companies participating in industry consolidation domestically and actively exploring overseas markets.
Looking ahead to future investment opportunities in the Industry, the bank is Bullish on pharmaceutical companies stabilizing their domestic foundations, actively participating in industry consolidation, managing the rhythm and path externally, and proactively exploring overseas markets.
The Concept of Innovative Drugs has been severely attacked! Trump suddenly posts: We need to reduce drug prices in the USA by up to 80% immediately!
① The President of the USA, Trump, will sign an executive order on Monday aimed at reducing the prices of USA prescription pharmaceuticals and medications by 30% to 80% immediately; ② The executive order will implement a "most-favored-nation policy," aligning the prices paid in the USA with those of the country with the lowest drug prices in the world; ③ Trump referred to this executive order as "one of the most important executive orders in USA history," expecting it to save trillions of dollars.
Trump wants to impose tariffs on Pharmaceuticals: Pharmaceutical companies are busy stockpiling, and the import volume in the USA surged in March.
① The volume of Pharmaceutical imports in the USA surged in March, as pharmaceutical companies stockpiled products in anticipation of potential tariffs; ② A report released by the US Department of Commerce on Tuesday showed that the total value of Pharmaceutical imports in March exceeded 50 billion USD, equivalent to 20% of the total Pharmaceutical imports for the entire year of 2024.
The Pacific Securities: The Sector's profits improved significantly in Q1, and the pharmaceutical industry is expected to see a rapid increase in concentration.
The trend of increasing concentration in the pharmaceutical industry and the strong becoming stronger is expected to continue to strengthen.
The Trump administration plans to impose tariffs on imported Pharmaceuticals, and the U.S. Pharmaceutical Industry warns that it may increase drug costs.
A report commissioned by a trade organization in the USA Pharmaceutical Industry indicates that if the USA imposes a 25% tariff on imported Pharmaceuticals, it could increase the annual Pharmaceutical costs in the USA by nearly 51 billion dollars and raise drug prices by up to 12.9%.
NEW RAY MEDIC: 2024 Annual Report