2026年2月11日 下午5:58 UTC / 路透社
作者：迈克尔·厄曼
示意图：美国纸币和药品（2024年6月27日拍摄）。路透社/Dado Ruvic/插图/文件照片 购买授权，新标签页打开
- 摘要
- 公司
- 企业担忧新的医保定价计划
- 小型公司成立新行业游说团体
- 16家最大制药公司已与特朗普政府签署协议
旧金山，2月11日（路透社）——据六位行业消息人士透露，一些未被唐纳德·特朗普总统选中参与降低美国药品定价协议的制药公司，正试图制定自己的协议，以避免可能面临的繁重关税和新的价格设定方案。
两名说客和其他行业消息人士表示，这些公司已开始与白宫及医疗保险和医疗补助服务中心（CMS）的联系人接触，试图达成自己的协议。他们未透露这些公司的名称。
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“特朗普政府当然希望与所有制药公司达成协议，切实降低美国患者的药品价格。”白宫发言人库什·德赛在电子邮件中表示。
一位行业消息人士称，政府尚未就未收到特朗普信件的公司如何可能推进相关事宜向其沟通。
行业消息人士表示，企业尤其担忧新的试点项目，这些项目可能会在全国大部分地区为医保药品设定价格。如果美国药品价格超过国际水平，这些项目将要求医保计划为数百万65岁及以上美国人支付的药品提供制造商回扣。
未达成协议的公司
到目前为止，包括辉瑞（PFE.N）和礼来（LLY.N）在内的16家最大制药商已在收到特朗普政府指示信（要求其降价）后与政府达成协议。但许多公司，包括代表最大制药游说团体PhRMA的约一半成员公司，尚未收到联系。
拜耳（BAYGn.DE）全球制药主管斯特凡·厄尔里希在采访中表示，他预计未收到特朗普信件的公司将有机会达成与竞争对手类似的协议。
“否则，仅仅因为规模大就获得不同待遇，这将非常奇怪。”他说。
一些小型公司成立了自己的行业游说团体，名为“美国中型生物技术联盟”，部分目的是反对新的价格设定方案。加入该组织的11家公司包括Alkermes（ALKS.O）、BioMarin（BMRN.O）、Incyte（INCY.O）和Alnylam（ALNY.O）。
“有一大群公司没有达成协议，他们还能做什么？”赛诺菲（SASY.PA）首席执行官保罗·哈德逊在1月份旧金山举行的摩根大通医疗保健会议上对记者表示。
哈德逊称，一些公司称这些协议（可能）豁免其未来政府价格设定举措，这使得政府很难向小型公司提供类似选择。
“从这里很难达成30、50或80项协议。政府可能只会提供一个包罗万象的提议或某种方式来尝试管理局面。”哈德逊表示，他将于今年晚些时候接任PhRMA主席。
避免医保价格设定
美国患者目前支付的处方药费用远高于其他发达国家，通常几乎是其他国家的三倍。
大型制药商签署的协议承诺降低其在美国为低收入美国人提供的医疗补助（Medicaid）计划药品的价格。分析师指出，由于医疗补助仅占美国药品支出的10%，且在某些情况下价格折扣超过80%，这一影响将被削弱。
但未达成协议的制药商将面临医保试点项目——称为GLOBE和GUARD——这些项目将在规模大得多的医保计划中引入最惠国（MFN）式定价，使这些价格与美国以外支付的较低价格持平。
一个担忧是，一些小型制药商已将其药物许可给国际公司在海外销售，而这些合作伙伴没有提高价格的动力，这可能迫使美国公司削减医保药品价格。
中型制药商的另一个担忧是，与大公司相比，他们可用于达成协议的产品更少，这意味着他们可能没有可牺牲的低收益药物。
“很多公司非常担心……他们最终会被迫接受大公司适用的方案，而这对中型公司并不适用。”一位制药行业说客表示。
报道：迈克尔·厄曼；编辑：卡罗琳·休默和比尔·伯克罗特
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Pharma companies left out of Trump’s drug-pricing deals look for way in
February 11, 2026 5:58 PM UTC / Reuters
By Michael Erman
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U.S. dollar banknotes and medicines are seen in this illustration taken, June 27, 2024. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
- Summary
- Companies
- Companies are concerned about new Medicare pricing programs
- Smaller companies have formed a new industry lobby group
- 16 of the largest drug companies have signed deals with the Trump administration
SAN FRANCISCO, Feb 11 (Reuters) – Some pharmaceutical companies not targeted by President Donald Trump for agreements to lower their U.S. drug pricing are looking to craft their own deals in an attempt to avoid potentially onerous tariffs and new price-setting schemes, according to six industry sources.
Two lobbyists and other industry sources say that companies have begun reaching out to contacts at the White House and the Centers for Medicare & Medicaid Services to try to create their own deals. They did not disclose the names of those companies.
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“The Trump administration of course wants to negotiate deals that meaningfully lower drug prices for American patients with every pharmaceutical company,” White House spokesman Kush Desai said in an email.
The administration has not communicated to companies how they can potentially proceed if they did not receive a letter from Trump, one industry source said.
Companies are concerned in particular about new pilot programs that could set prices for Medicare drugs in large parts of the country, industry sources said. Those programs would require manufacturer rebates for drugs paid for by the Medicare health plan for millions of Americans age 65 and over if U.S. prices exceed international levels.
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COMPANIES THAT DID NOT STRIKE DEALS
So far, 16 of the largest drugmakers including Pfizer (PFE.N), opens new tab and Eli Lilly (LLY.N), opens new tab have already struck deals with the government after receiving directive letters from the Trump administration instructing them to cut prices. But many companies, including around half of those represented by the largest pharmaceutical lobby group, PhRMA, have not yet been contacted.
Bayer (BAYGn.DE), opens new tab Global Head of Pharmaceuticals Stefan Oelrich said in an interview that he expects companies like his that did not receive letters from Trump will be given the opportunity to strike similar deals to their competitors.
“Otherwise that would be very odd, that only because you have size that you would get different treatment,” he said.
Some smaller companies have formed their own industry lobby group called the Midsized Biotech Alliance of America in part to advocate against the new price-setting schemes. The 11 companies that have joined that organization include Alkermes (ALKS.O), opens new tab, BioMarin (BMRN.O), opens new tab, Incyte (INCY.O), opens new tab and Alnylam (ALNY.O), opens new tab.
“There’s a large group of companies that don’t have a deal and what are they left with?” Sanofi (SASY.PA), opens new tab CEO Paul Hudson told reporters at the JP Morgan Healthcare Conference in San Francisco in January.
According to Hudson, the nature of the deals, which some companies have said exempt them from future government price-setting initiatives, could make it hard for the government to offer similar options to smaller companies.
“It’s very difficult to deliver 30, 50, 80 deals from here. There may just be a sort of catch-all offer from the government or something to try and manage it a certain way,” said Hudson, who is set to take over as chairman of PhRMA later this year.
AVOIDING PRICE SETTING IN MEDICARE
U.S. patients currently pay by far the most for prescription medicines, often nearly three times more than in other developed nations.
The deals that the large drugmakers signed committed them to lowering prices on drugs sold in the U.S. Medicaid program for low-income Americans. Analysts have noted that the impact will be mitigated by the fact that Medicaid accounts for only 10% of U.S. drug spending and has price discounts exceeding 80% in some cases.
But drugmakers that do not have deals would be subject to Medicare pilots – called GLOBE and GUARD – that would introduce most-favored-nation-style pricing in the much larger Medicare program, bringing those prices in line with the lower prices paid outside the U.S.
One concern is that some smaller drugmakers have licensed their drugs to international companies for sale overseas, where partners have no incentive to raise their prices, potentially forcing the U.S. companies to slash prices for Medicare.
Another concern of mid-sized drugmakers is that they have fewer products to make deals with compared to larger companies, meaning that they may not have lower-revenue drugs to sacrifice.
“A lot of them are very worried that… they’re going to get stuck with what the bigger guys did that works for them and doesn’t work for the mid-sized guys,” one pharmaceutical industry lobbyist said.
Reporting by Michael Erman; editing by Caroline Humer and Bill Berkrot
Our Standards: The Thomson Reuters Trust Principles., opens new tab
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