g*r
2 楼
【 以下文字转载自 Chemistry 讨论区 】
发信人: luanyiking (风林火), 信区: Chemistry
标 题: 药厂找机会可以空了 (转载)
发信站: BBS 未名空间站 (Wed Sep 28 18:16:41 2011, 美东)
发信人: orcas (yangguo), 信区: Stock
标 题: 药厂找机会可以空了
发信站: BBS 未名空间站 (Sat Sep 24 15:40:55 2011, 美东)
As part of his proposed deficit-reduction measures, President Obama is
seeking $320 billion in cuts on U.S. government healthcare spending.
Drugmakers will be deal two blows if Obama’s plan is approved.
The first blow would be dealt by Obama’s proposal that the window of market
exclusivity for drugs be reduced from 12 years to seven.
The second aspect of the plan would require makers of brand-name drugs to
give a 23% rebate to the government for low-income Medicare beneficiaries
receiving a subsidy to pay for coverage, according to two senior
administration officials who wish to remain anonymous.
这两条要是批了，药厂利润至少要腰斩吧：12年药品专卖变7年算30% profit off,再加上23
%给政府的rebate.
受影响的股票：
PFE, MRK, JNJ, ABT
发信人: luanyiking (风林火), 信区: Chemistry
标 题: 药厂找机会可以空了 (转载)
发信站: BBS 未名空间站 (Wed Sep 28 18:16:41 2011, 美东)
发信人: orcas (yangguo), 信区: Stock
标 题: 药厂找机会可以空了
发信站: BBS 未名空间站 (Sat Sep 24 15:40:55 2011, 美东)
As part of his proposed deficit-reduction measures, President Obama is
seeking $320 billion in cuts on U.S. government healthcare spending.
Drugmakers will be deal two blows if Obama’s plan is approved.
The first blow would be dealt by Obama’s proposal that the window of market
exclusivity for drugs be reduced from 12 years to seven.
The second aspect of the plan would require makers of brand-name drugs to
give a 23% rebate to the government for low-income Medicare beneficiaries
receiving a subsidy to pay for coverage, according to two senior
administration officials who wish to remain anonymous.
这两条要是批了，药厂利润至少要腰斩吧：12年药品专卖变7年算30% profit off,再加上23
%给政府的rebate.
受影响的股票：
PFE, MRK, JNJ, ABT
h*o
3 楼
The 12 year market exclusivity is not for drugs but biologics.
Patent life for drug is 20 years, of course that does not necessarily
translate into 20 years of market exclusivity, since the patent life starts
for day 1 of filing while marketing is at least 5-10 years later.
It is so not wise to propose to cut the market exclusivity of any kind of
medical product in half, unless Obama wants to take over the whole R&D
system.
Otherwise, all US pharma companies will completely cut their R&D for the lack
of incentives, which is already on its spiral down.
Patent life for drug is 20 years, of course that does not necessarily
translate into 20 years of market exclusivity, since the patent life starts
for day 1 of filing while marketing is at least 5-10 years later.
It is so not wise to propose to cut the market exclusivity of any kind of
medical product in half, unless Obama wants to take over the whole R&D
system.
Otherwise, all US pharma companies will completely cut their R&D for the lack
of incentives, which is already on its spiral down.
F*p
4 楼
R&D costs less than 30% of the investment, legal fee and clinical fee is the
majority cost for drug company.
Doctors and lawyers take most of the profit, not R&D.
majority cost for drug company.
Doctors and lawyers take most of the profit, not R&D.
h*o
5 楼
No. 1 cost is marketing/sales cost
No. 2 is clinical trials.
R&D is about 15%.
the
【在 F******p 的大作中提到】
: R&D costs less than 30% of the investment, legal fee and clinical fee is the
: majority cost for drug company.
: Doctors and lawyers take most of the profit, not R&D.
No. 2 is clinical trials.
R&D is about 15%.
the
【在 F******p 的大作中提到】
: R&D costs less than 30% of the investment, legal fee and clinical fee is the
: majority cost for drug company.
: Doctors and lawyers take most of the profit, not R&D.
p*i
6 楼
前幾天NYTIMES說保險公司要漲價
【在 g*********r 的大作中提到】
: 【 以下文字转载自 Chemistry 讨论区 】
: 发信人: luanyiking (风林火), 信区: Chemistry
: 标 题: 药厂找机会可以空了 (转载)
: 发信站: BBS 未名空间站 (Wed Sep 28 18:16:41 2011, 美东)
: 发信人: orcas (yangguo), 信区: Stock
: 标 题: 药厂找机会可以空了
: 发信站: BBS 未名空间站 (Sat Sep 24 15:40:55 2011, 美东)
: As part of his proposed deficit-reduction measures, President Obama is
: seeking $320 billion in cuts on U.S. government healthcare spending.
: Drugmakers will be deal two blows if Obama’s plan is approved.
【在 g*********r 的大作中提到】
: 【 以下文字转载自 Chemistry 讨论区 】
: 发信人: luanyiking (风林火), 信区: Chemistry
: 标 题: 药厂找机会可以空了 (转载)
: 发信站: BBS 未名空间站 (Wed Sep 28 18:16:41 2011, 美东)
: 发信人: orcas (yangguo), 信区: Stock
: 标 题: 药厂找机会可以空了
: 发信站: BBS 未名空间站 (Sat Sep 24 15:40:55 2011, 美东)
: As part of his proposed deficit-reduction measures, President Obama is
: seeking $320 billion in cuts on U.S. government healthcare spending.
: Drugmakers will be deal two blows if Obama’s plan is approved.
p*n
7 楼
copay一直在偷偷涨
【在 p******i 的大作中提到】
: 前幾天NYTIMES說保險公司要漲價
【在 p******i 的大作中提到】
: 前幾天NYTIMES說保險公司要漲價
b*r
8 楼
没人能 动或者敢动医生或者律师的，除非是不怕死又不怕坐牢的
美国现在是进入死循环了
the
【在 F******p 的大作中提到】
: R&D costs less than 30% of the investment, legal fee and clinical fee is the
: majority cost for drug company.
: Doctors and lawyers take most of the profit, not R&D.
美国现在是进入死循环了
the
【在 F******p 的大作中提到】
: R&D costs less than 30% of the investment, legal fee and clinical fee is the
: majority cost for drug company.
: Doctors and lawyers take most of the profit, not R&D.
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