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Trump Secures Drug Price Cuts From 9 Major Pharma Firms Including Bristol Myers, Gilead, Merck In Medicaid Deal - AbbVie (NYSE:ABBV), Amgen (NASDAQ:AMGN)
Benzinga· 2025-12-20 06:38
President Donald Trump and nine major pharmaceutical companies announced agreements to lower the cost of medications for cash payers and the government’s Medicaid program on Friday, bringing U.S. costs into line with those of other wealthy countries.Bristol Myers Squibb Co. (NYSE:BMY) , Gilead Sciences Inc. (NASDAQ:GILD) , Merck & Co. Inc. (NYSE:MRK) , Genentech, Novartis AG (NYSE:NVS) , Amgen Inc. (NASDAQ:AMGN) , Boehringer Ingelheim, Sanofi SA (NASDAQ:SNY) and GSK plc (NYSE:GSK) struck deals with the admi ...
Trump unveils major drug price deals with 9 Pharma giants, launches TrumpRx.gov to cut medicine costs in US
MINT· 2025-12-19 23:46
President Donald Trump on Friday unveiled a sweeping set of drug-pricing agreements with nine major pharmaceutical companies, presenting the initiative as a cornerstone of his effort to bring American medicine costs closer to those paid in Europe.The announcement marked a significant expansion of the administration’s pricing push, with Trump confirming that deals have now been struck with 14 of the 17 drugmakers he formally pressed in July to lower prices. Central to the strategy is the launch of a new dire ...
Trump strikes deal with US drugmakers to cut Medicaid medicine costs
The Guardian· 2025-12-19 20:14
Donald Trump and nine major pharmaceutical companies on Friday announced deals that will slash the prices of their medicines for the government’s Medicaid program and for cash payers, in his latest bid to align US costs with those in other wealthy nations.Bristol Myers Squibb, Gilead Sciences, and Merck and Roche’s US unit Genentech have struck deals. Novartis, Amgen, Boehringer Ingelheim, Sanofi and GSK have also signed on.Under the deals, each drugmaker will cut prices on most drugs sold to the Medicaid p ...
Trump secures agreements with Merck, Amgen, Novartis and others to cut drug prices under Medicaid
MINT· 2025-12-19 20:04
US President Donald Trump on Friday (December 19) announced agreements with nine major pharmaceutical companies to sharply cut the prices of medicines sold through the government’s Medicaid program and to cash-paying consumers, marking his latest push to bring US drug costs in line with those in other wealthy nations.The deals were unveiled at a White House press conference, where Trump appeared alongside senior executives from the participating drugmakers.“We were subsidizing the entire world. We’re not do ...
Nine of the largest pharma companies ink deals with Trump to lower drug prices
CNBC· 2025-12-19 19:34
President Donald Trump signs an executive order aimed at reducing the cost of prescription drugs and pharmaceuticals by 30% to 80% during an event in the Roosevelt Room of the White House on May 12, 2025, in Washington, DC.Several of the largest U.S. and European-based drugmakers inked deals with President Donald Trump on Friday to voluntarily sell their medications for less, as his administration pushes to link the nation's drug prices to cheaper ones abroad.That includes Merck, Bristol Myers Squibb, Amgen ...
AMGEN TAKES ACTION WITH THE U.S. GOVERNMENT TO LOWER THE COST OF MEDICINES FOR AMERICAN PATIENTS
Prnewswire· 2025-12-19 19:23
Underscores Long-Standing Commitment to Investing in Innovation and U.S. Manufacturing ®®® THOUSAND OAKS, Calif., Dec. 19, 2025 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced it is taking action again with the U.S. government to lower medicine costs for American patients, while reinforcing Amgen's long-standing commitment to innovation. The action satisfies the components outlined in President Trump's July 31 letter, including the Administration's Most Favored Nation pricing requests. Additional detail ...
安期货晨会纪要-20251219
新永安国际证券· 2025-12-19 04:01
核心观点 - 全球主要市场股指普遍上涨,美国核心通胀数据意外放缓至逾四年新低,但数据或因政府停摆而失真,市场关注主要央行货币政策动向 [1][8][14] - 港股市场迎来新一轮IPO热潮,多家涉及人工智能、生物科技、智能硬件及消费领域的公司正在招股,其中多家获得知名基石投资者认购 [9][11][12] - 多家知名上市公司有重要公司行为,包括腾讯、快手等持续回购股份,以及中国国航增资、敏华控股收购、周大福产品提价等 [15] 市场表现与宏观经济 - **A股市场**:上证指数收盘涨0.16%报3876.37点,深证成指跌1.29%,创业板指跌2.17%,锂电股活跃,医药商业及航天航空领涨 [1] - **港股市场**:恒生指数收盘涨0.12%报25498.13点,恒生科技指数跌0.73%,大市成交额1623.775亿港元,医药、能源、银行股领涨 [1] - **美股市场**:三大股指全线收涨,道指涨0.14%报47951.85点,标普500指数涨0.79%报6774.76点,纳指涨1.38% [1][32] - **美国通胀**:11月核心CPI同比上升2.6%,为2021年初以来最低水平,整体CPI同比涨幅为2.7%,但数据因政府停摆影响收集而可能失真 [8][14] - **央行政策**:市场普遍预期日本央行将加息至0.75%,为三十年来最高水平;欧洲央行维持存款利率2%不变,为连续第四次按兵不动 [14] - **中国经济数据**:11月货币供应M2同比增8.0%,社会消费品零售总额同比增4.0%,工业增加值同比增4.8%,固定资产投资(除农村)年迄今同比降2.6% [18] 港股IPO动态 - **卧安机器人 (6600)**:智能家电Switchbot母企,招股价63-81港元,入场费8181.69港元,计划募资约15.05亿港元,约66.5%用于研发,获九家基石投资者合共认购7亿港元,大疆教父李泽湘任非执董 [11] - **林清轩 (2657)**:高端国货护肤品牌,招股价77.77港元,入场费3927.72港元,计划募资净额约9.97亿港元,获七家基石投资者合共认购4.82亿港元 [11] - **英矽智能 (3696)**:AI制药平台,招股价24.05港元,入场费12146.27港元,计划募资净额约20.26亿港元,约48%用于临床研发,获礼来、腾讯、淡马锡等15家基石投资者合共认购约8.95亿港元 [12] - **五一视界 (6651)**:数码孪生科技公司,循18C章程上市,招股价30.5港元,入场费6161.51港元,计划募资净额约6.53亿港元,约80%用于研发,股东包括商汤、摩尔线程 [12] - **迅策 (3317)**:实时数据基建服务商,招股价48-55港元,入场费5555.47港元,计划募资净额约10.4亿港元,约80%用于研发,获腾讯入股及九名基石投资者认购约3.08亿港元,2024年在中国资产管理行业实时数据基础设施及分析市场份额为11.6% [12] - **美联股份 (2671)**:预制钢结构建筑工程分包商,招股价7.1-9.16港元,入场费2775.71港元,获四家基石投资者合共认购5150万港元 [12] - **其他招股公司**:包括智汇矿业 (2546)、希迪智驾 (3881)、华芢生物-B (2396)、明基医院 (2581)、南华期货股份 (2691)、印象大红袍 (2695)、诺比侃 (2635)、轻松健康 (2661)、翰思艾泰-B (3378) 等 [9] 重点公司动态 - **腾讯控股 (700)**:今日斥资约6.36亿港元回购105.5万股,年内累计回购9464.1万股,约占股本1.03% [15] - **快手-W (1024)**:昨日斥资约8021.9万港元回购123.5万股 [15] - **中国国航 (753)**:向深圳航空增资20.82亿元人民币,增资后保持51%股权 [15] - **周大福 (1929)**:据报对内地一口价黄金产品年内第三次提价,部分畅销款加幅超过30% [15] - **敏华控股 (1999)**:以3200万美元收购美国软体家具产销商Gainline,并向其提供约2.67亿美元免息贷款 [15] - **威胜控股 (3393)**:巴西附属公司成功中标CPFL项目,合同金额超过8000万元人民币 [15] - **小米集团-W (1810)**:董事长雷军宣布下周将正式发布与徕卡战略合作升级的「小米17 Ultra」手机 [15] - **摩根大通**:维持宁德时代「增持」评级,目标价511元,认为欧盟气候战略及福特扩展储能业务对其有潜在利好 [15] - **高盛**:据报有意以折让价收购新世界发展的部分贷款,该贷款总额为110亿美元 [15] - **恒隆集团 (10) / 恒隆地产 (101)**:行政总裁卢韦柏将于明年8月底前退休,董事会正物色继任人 [15] 行业与板块信息 - **科技与AI**:AI制药平台英矽智能、数码孪生公司五一视界、数据服务商迅策等科技公司集中招股,显示该领域融资活跃 [12] - **消费与医药**:国货护肤品牌林清轩、多家生物科技公司(华芢生物、诺比侃、翰思艾泰)招股,反映消费升级和生物医药投资热度 [9][11] - **智能硬件**:家庭机器人系统提供商卧安机器人招股,显示智能家居赛道持续受到资本关注 [11] - **金融与地产**:多家银行、地产公司公布派息或公司行动,如海丰国际派特别股息,万邦投资派末期息1.6港元 [16][17] - **原材料与能源**:中国据悉在近期采购了至少700万吨美国大豆,完成与特朗普政府商定1200万吨采购目标过半 [8][14] - **监管动态**:中国印发意见要求全链条打击涉烟违法活动,全方位加强电子烟监管 [14] 个股价格与涨跌幅(部分) - **港股通涨幅居前**:石药集团涨6.52%,中国石油化工股份涨3.37%,招商银行涨2.43%,中国神华涨2.29% [20][26] - **港股通跌幅居前**:恒隆地产跌2.91%,小米集团-W跌2.47%,周大福跌2.07%,联想集团跌1.88% [22][26] - **美股部分龙头**:特斯拉涨3.47%,亚马逊涨2.48%,Meta Platforms涨2.30%,英伟达涨1.87%,苹果微涨0.13% [31] - **A股部分龙头**:宁德时代跌2.98%,贵州茅台微跌0.15%,招商银行涨2.05%,紫金矿业涨0.32% [34][36]
HSBC Turns More Bullish on Amgen (AMGN) into 2026
Yahoo Finance· 2025-12-17 19:16
Amgen Inc. (NASDAQ:AMGN) is included among the 12 Best Dogs of the Dow to Invest in. HSBC Turns More Bullish on Amgen (AMGN) into 2026 On December 8, HSBC lifted its price target on Amgen Inc. (NASDAQ:AMGN) to $425 from $381. The firm also retained a Buy rating. The call came as part of the firm’s 2026 outlook for the pharma sector. HSBC sees the group in a strong position heading into 2026, “even more so if AI panic kicks in.” While its top picks lean toward “growth bucket ideas,” the firm noted that “f ...
Amgen (AMGN) Price Target Trimmed at Morgan Stanley as Policy Risks Ease
Yahoo Finance· 2025-12-16 19:08
Amgen Inc. (NASDAQ:AMGN) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Amgen (AMGN) Price Target Trimmed at Morgan Stanley as Policy Risks Ease On December 12, Morgan Stanley cut its price target for Amgen Inc. (NASDAQ:AMGN) from $329 to $304, but kept its Equal Weight rating. The firm’s 2026 biopharma outlook sounds more optimistic, noting that a lot of the policy headaches that dragged the industry down this year will finally ease up. With that out of the way, investors can sta ...
Should You Buy the 5 Highest-Paying Dividend Stocks in the Dow Jones Before 2026?
The Motley Fool· 2025-12-16 17:07
道琼斯指数与高股息股票 - 道琼斯工业平均指数追踪30家美国大型上市公司 旨在反映美国股市整体健康状况[1] - 指数成分股多为成熟大型企业 通常支付股息 仅亚马逊从未支付 波音于2020年暂停支付[2] - 指数中提供数只高股息收益率股票可供选择[2] 威瑞森 - 股息收益率高达6.66% 是全球最大电信公司之一 提供市场上最高的股息之一[4] - 其股息收益率高于高收益储蓄账户或政府债券 若美联储持续降息 其股息对寻求被动收入的投资者将更具吸引力[5] - 投资该公司通常旨在利用其股息 而非股价增长[4] 雪佛龙 - 股息收益率为4.55% 是一家经得起时间考验的现金牛企业 尽管石油行业具有周期性且价格波动[6] - 过去四个季度营收接近1870亿美元 业务完全有能力支撑其股息支付[6] - 在油气生态系统的上游、中游和下游全产业链运营 是顶级的能源公司投资选择之一[7] 默克 - 股息收益率为3.23% 是一家以Keytruda和Gardasil等药物闻名的制药公司[9] - 拥有强大的新药研发管线 包括治疗癌症和心脏病的药物[9] - 其畅销抗癌药Keytruda的专利将于2028年到期 但公司正致力于多元化其药物组合以抵消潜在收入损失[9] - 公司有善待股东的历史 保持股息与盈利增长同步 股息不受影响[10] - 当前股价97.99美元 市值2490亿美元 股息收益率4.08%[11][12] 安进 - 股息收益率为3% 是名单上的另一家制药公司 今年迄今表现意外超越市场[12] - Repatha和Tezspire等药物正推动其当前增长 同时研发管线中的药物有望在关键专利到期时提供帮助[12] - 自2011年开始支付股息以来 每年都增加年度股息 当前派息率低于50% 财务上轻松支持股息支付[13] 可口可乐 - 股息收益率为2.92% 是全球最具辨识度的品牌之一[14] - 已连续63年增加年度股息 是名单上唯一的“股息之王”[14] - 公司拥有品牌护城河、不受经济条件影响的畅销产品以及可靠股息这三重优势[15] - 当前股价70.77美元 市值3050亿美元 股息收益率2.87%[16] 投资观点总结 - 名单上的每只股票都有看涨的理由 但雪佛龙、默克和可口可乐是进入新一年时突出的买入选择[16] - 投资整个道琼斯指数的一个好选择是SPDR道琼斯工业平均指数ETF 其股息收益率为1.46% 仍高于标普500平均水平[17]