
"Yeah, for that company, it is quite significant. So it'll be cutting prices on some of its key drugs in exchange for a bit of tariff relief. So this follows essentially the template that we saw with FISA a couple of weeks ago. The deal means that Ashrazenica will launch all of its new medicines in the US at the lowest prices that were offered to other countries. It will also provide medicines to the Medicaid program at highly discounted prices and expand the number of products sold through its direct to consumer website at heavily reduced costs."
The commentary explains that Astroenica is set to cut prices on its key drugs as part of a deal with the Trump administration, mirroring an earlier template seen with FISA. The arrangement will see its new medicines in the US launched at the lowest prices offered internationally, with additional discounts for Medicaid, and expansion through a direct-to-consumer channel. This proactive move is aimed at capturing regulatory relief and could pressure competitors.
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October 13, 2025
Company Opinion