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.
儘管預期降價，參與美國第一輪醫藥保險談判的四家大型藥品公司預計業務影響有限。
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) 在查看機密政府定價措施後表達了這一觀點。
Reuters noted that executives shared their perspectives during recent quarterly conference calls.
路透社表示，這些高管在最近的季度電話會議上分享了他們的看法。
Related: Medicare's Ambitious Drug Price Negotiation Plan: President Joe Biden Calls To Expand Targeted Medicines To 50 Annually by 2029.
相關：醫療保險的雄心壯志：拜登倡導到 2029 年將有針對性的藥物增加至 50 種。
The Medicare program, covering 66 million Americans aged 65 and older or with disabilities, spends billions annually on medications.
醫療保險計劃覆蓋着6600萬年齡在65歲及以上或殘疾人士的美國人，每年花費數十億美元購買藥品。
It plans to cut drug list prices by at least 25% in 2026, with official announcements expected by Sept. 1.
醫療保險計劃計劃在2026年至少將藥品目錄價格降低25％，官方公告預計將於9月1日發佈。
"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.
“我認爲藥廠很害怕（這些價格）會成爲一個大問題。但現在，已經有一些已經報告或發表評論的人說這似乎沒關係，與預期一致，” 路透社援引瑞銀分析師的訪問。
Under President Joe Biden's 2022 Inflation Reduction Act, the Medicare agency identified the 100 most expensive drugs and selected 10 for price negotiations.
根據拜登總統的2022年通脹降低法案，醫療保險機構確定了100種最昂貴的藥品，並選擇其中10種進行價格談判。
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首席執行官Chris Boerner表達了對血稀釋劑Eliquis的信心，該藥品與輝瑞公司（NYSE:PFE）合作銷售。
However, he and Robert Michael, CEO of AbbVie, reiterated concerns about government "price setting" potentially stifling innovation.
但他和AbbVie首席執行官Robert Michael重申了有關政府“定價”可能扼殺創新的擔憂。
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%.
藥品議定權授權醫療保險談判昂貴藥品的價格，可能會導致價格下降，幅度從最低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首席執行官Michael證實，其白血病藥物Imbruvica預期的銷售影響已被計入預測之中，而J&J執行官Jennifer Taubert即使在預期折扣面臨針對Stelara和Xarelto的的情況下，仍然持有長期增長的積極展望。
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的分析師稱，Bristol Myers和J&J的回應表明價格下降比最初預期的更容易管理。
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，由於其糖尿病藥品Farxiga存在來自其仿製品的競爭，新價格生效時預計影響較小。
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.
古根海姆合夥人分析師還表示，最初清單上的其他藥品，包括默沙東公司（NYSE:MRK）的Januvia和安進公司（NASDAQ:AMGN）Enbrel，預計到2029年同樣將面臨仿製藥的競爭。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
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