American logistic expert reports from China video: India and China make most of the drugs for the US market. That should be a good thing. 美國物流專家從中國發來的視訊報導：美國市場上大部分藥品都來自印度和中國。這應該是好事.

https://www.tiktok.com/t/ZP8kGqrMB/
https://youtu.be/TECuXyp7u8c?si=mXZu6btRCMrOGThX
https://rumble.com/v6xbwrw-india-and-china-make-most-of-the-drugs-for-the-us-market.html

President Trump has promised high tariffs on the imports of pharmaceuticals into the United States, to compel drugmakers to reshore the manufacturing of drugs to the US.

Drug companies in Europe, Japan, and Singapore are particularly vulnerable. They earn their biggest profits in the American market, and charge far higher prices to US patients.

Investors are selling shares of the European drug companies, who face a tough choice between falling US sales because of even higher prices, or investing huge capital to set up new manufacturing lines in the US.

But another approach is apparent by looking closely at the supply chains for the pharmaceutical industry. Most of the key components for the drugs themselves come from India and China, who already produce at low cost. For many drugs, Western pharma companies simply package and brand the medicines produced by Indian and Chinese firms.

Instead of prioritizing the development of a yet another high-cost industry in the United States, policymakers should instead seek to slash drug prices paid by patients and hospitals. Buying directly from drugmakers in India and China would do the same for branded drugs as in off-label and generics.

川普總統承諾對進口到美國的藥品徵收高額關稅，以迫使製藥商將藥品生產轉移回美國。

歐洲、日本和新加坡的製藥公司尤其容易受到影響。它們在美國市場賺取了最大的利潤，卻向美國患者收取高得多的價格。

投資人正在拋售歐洲製藥公司的股票，這些公司面臨艱難的選擇：要麼因為價格進一步上漲而導緻美國銷售額下降，要麼投入巨資在美國建立新的生產線。

但仔細觀察製藥業的供應鏈，就會發現另一種方法。藥品本身的關鍵成分大多來自印度和中國，這兩個國家的生產成本已經很低。對於許多藥品，西方製藥公司只是簡單地將印度和中國公司生產的藥品包裝並貼上品牌標籤。

政策制定者不應優先發展美國另一個高成本產業，而應尋求降低病患和醫院支付的藥品價格。直接從印度和中國的製藥商購買，對品牌藥、非說明書藥品和仿製藥都能產生相同的影響.