Trump Expands Drug Pricing Deals to 26 Companies

RegulationM&A · Partnership
โดย Yahoo Finance·US·Read original
Summary · why it matters

President Donald Trump has secured new drug pricing agreements with nine pharmaceutical companies, bringing the total to 26 and covering 90% of the domestic pharmaceutical market. The companies include Alcon, Astellas Pharma, BeOne Medicines, BridgeBio, CSL, Kyowa Kirin, Sun Pharma, Teva Pharmaceuticals, and UCB, which will offer discounts on outpatient drugs across all state Medicaid programs. These deals, announced Monday, aim to align U.S. drug prices with international levels and cover treatments for chronic and rare conditions such as hemophilia, liver disease, skin disorders, and certain cancers. The companies have also committed to investing at least $19.6 billion in U.S. manufacturing, with Astellas, Sun Pharma, Teva, and UCB donating active pharmaceutical ingredients to the federal strategic reserve. Health and Human Services Secretary Robert F. Kennedy Jr. described his conversations with Trump as "very, very emotional," while White House economists estimate the deals could save $529 billion over the next decade, including $64.3 billion in Medicaid savings.

Impact on stocks 10

Biotech & Genomic Medicine · 8 stocks
UCB SA
0NZT
▼ NegativePricingrelevance

UCB agreed to Medicaid discounts and to donate active pharmaceutical ingredients to the federal strategic reserve.

Kyowa Kirin Co., Ltd.
4151
▼ NegativePricingrelevance

Kyowa Kirin is among the companies offering discounts on outpatient drugs across all state Medicaid programs.

Astellas Pharma Inc.
4503
▼ NegativePricingrelevance

Astellas agreed to Medicaid drug discounts and to donate active pharmaceutical ingredients to the federal strategic reserve.

BeOne Medicines AG
6160
▼ NegativePricingrelevance

BeOne Medicines is one of the nine companies committing to Medicaid drug discounts under the Trump pricing deals.

BridgeBio Pharma Inc
BBIO
▼ NegativePricingrelevance

BridgeBio is among the companies agreeing to discount outpatient drugs across all state Medicaid programs, pressuring its product pricing.

Aging Population · 1 stocks
Alcon AG
ALC
▼ NegativeRegulationrelevance

Alcon is among the companies agreeing to Medicaid drug discounts under Trump's pricing deals, pressuring its product pricing.

Health Care · 1 stocks

Off-coverage companies 2

CSL LimitedPrivate▼ Negative
Regulationrelevance

CSL is among the companies agreeing to Medicaid drug discounts under Trump's pricing deals, pressuring its product pricing.

Sun Pharmaceutical Industries LtdPrivate▼ Negative
Regulationrelevance

Sun Pharma agreed to Medicaid drug discounts and to donate active pharmaceutical ingredients to the federal strategic reserve under Trump's pricing deals.