Bristol Myers, Johnson & Johnson, AbbVie, AstraZeneca Expect Minimal Impact From Upcoming Medicare Price Negotiations
Bristol Myers, Johnson & Johnson, AbbVie, AstraZeneca Expect Minimal Impact From Upcoming Medicare Price Negotiations
Four major pharmaceutical companies involved in the first U.S. negotiations over Medicare drug prices expect limited business impact despite anticipated price cuts.
尽管预期降价，参与美国第一轮医药保险谈判的四家大型药品公司预计业务影响有限。
Bristol Myers Squibb & Co (NYSE:BMY), Johnson & Johnson (NYSE:JNJ), AbbVie Inc (NYSE:ABBV), and AstraZeneca Plc (NASDAQ:AZN) expressed this outlook after reviewing confidential government pricing set to take effect in 2026.
Bristol Myers Squibb & Co (NYSE:BMY)、Johnson & Johnson (NYSE:JNJ)、AbbVie Inc (NYSE:ABBV)、AstraZeneca Plc (NASDAQ:AZN) 在查看机密政府定价措施后表达了这一观点。
Reuters noted that executives shared their perspectives during recent quarterly conference calls.
路透社表示，这些高管在最近的季度电话会议上分享了他们的看法。
Related: Medicare's Ambitious Drug Price Negotiation Plan: President Joe Biden Calls To Expand Targeted Medicines To 50 Annually by 2029.
相关：医疗保险的雄心壮志：拜登倡导到 2029 年将有针对性的药物增加至 50 种。
The Medicare program, covering 66 million Americans aged 65 and older or with disabilities, spends billions annually on medications.
医疗保险计划覆盖着6600万年龄在65岁及以上或残疾人士的美国人，每年花费数十亿美元购买药品。
It plans to cut drug list prices by at least 25% in 2026, with official announcements expected by Sept. 1.
医疗保险计划计划在2026年至少将药品目录价格降低25％，官方公告预计将于9月1日发布。
"I think the drugmakers were frightened (these prices) would be a big deal. But now, the ones who have reported or commented have actually said it seems to be OK and in line with expectations," Reuters noted, citing a UBS analyst's interview.
“我认为药厂很害怕（这些价格）会成为一个大问题。但现在，已经有一些已经报告或发表评论的人说这似乎没关系，与预期一致，” 路透社援引瑞银分析师的访问。
Under President Joe Biden's 2022 Inflation Reduction Act, the Medicare agency identified the 100 most expensive drugs and selected 10 for price negotiations.
根据拜登总统的2022年通胀降低法案，医疗保险机构确定了100种最昂贵的药品，并选择其中10种进行价格谈判。
Chris Boerner, CEO of Bristol Myers, expressed confidence in navigating the impact on the blood thinner Eliquis, co-marketed with Pfizer Inc (NYSE:PFE).
Bristol Myers首席执行官Chris Boerner表达了对血稀释剂Eliquis的信心，该药品与辉瑞公司（NYSE:PFE）合作销售。
However, he and Robert Michael, CEO of AbbVie, reiterated concerns about government "price setting" potentially stifling innovation.
但他和AbbVie首席执行官Robert Michael重申了有关政府“定价”可能扼杀创新的担忧。
The IRA empowers Medicare to negotiate prices for costly drugs, potentially leading to price cuts ranging from the statutory minimum of 25% to a significant 60%.
药品议定权授权医疗保险谈判昂贵药品的价格，可能会导致价格下降，幅度从最低25％到60％不等。
AbbVie CEO Michael confirmed that the anticipated sales impact of its leukemia drug Imbruvica has been factored into its forecasts, while Jennifer Taubert, a J&J executive, maintained a positive long-term growth outlook despite the expected discounts for Stelara and Xarelto.
AbbVie首席执行官Michael证实，其白血病药物Imbruvica预期的销售影响已被计入预测之中，而J&J执行官Jennifer Taubert即使在预期折扣面临针对Stelara和Xarelto的的情况下，仍然持有长期增长的积极展望。
Citing an analyst at J.P. Morgan, Reuters noted that the responses from Bristol Myers and J&J indicate more manageable price cuts than initially feared.
路透社援引J.P. Morgan的分析师称，Bristol Myers和J&J的回应表明价格下降比最初预期的更容易管理。
An AstraZeneca executive indicated that minimal impact is expected by the time new prices take effect due to competition from generic versions of its diabetes drug Farxiga.
AstraZeneca的一位高管表示，由于其糖尿病药品Farxiga存在来自其仿制品的竞争，新价格生效时预计影响较小。
Guggenheim Partners analyst added that other drugs on the initial list, including Merck & Co Inc's (NYSE:MRK) Januvia and Amgen Inc's (NASDAQ:AMGN) Enbrel, are also expected to face generic competition by 2029.
古根海姆合伙人分析师还表示，最初清单上的其他药品，包括默沙东公司（NYSE:MRK）的Januvia和安进公司（NASDAQ:AMGN）Enbrel，预计到2029年同样将面临仿制药的竞争。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
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图片：shutterstock