特朗普重返白宮對生物製藥的影響分析

zero comment
Finance




特朗普2.0對生物製藥行業的影響將是適度正面，但需關注FDA

根據BMO Capital Markets的分析師，唐納德·特朗普重返白宮預計將對生物製藥行業產生「適度正面」的影響。然而，與此相關的一個擔憂是，羅伯特·F·肯尼迪（Robert F. Kennedy, Jr.）可能被任命為重要的醫療保健職位，因為他之前曾發表反疫苗的言論。

BMO的分析師伊凡·大衛·塞格曼（Evan David Seigerman）在一份報告中表示：「我們認為這是最大的變數，因為這一變化對特朗普政府來說相對較新。但我們需要觀察誰實際上運行關鍵的健康機構。」

根據BMO的說法，根據美聯社周三的報導，特朗普的勝利可能會對生物製藥行業產生淨正面影響。分析師認為，通脹減少法案（IRA）不會擴展，聯邦貿易委員會（FTC）的干預將減少。此外，企業稅預計將保持在低位或僅小幅上升，並且有可能進行一些藥房福利管理者（PBM）的改革，雖然這並非確定。

分析師進一步指出：「如果特朗普選擇更加民粹主義的議程，我們可能會看到藥品價格的持續壓力，或者至少保持目前IRA談判的現狀。」

報告還強調，對於大型生物製藥公司和中小型企業來說，減少FTC監管可能帶來的潛在好處。在特朗普的領導下，預計政治監督會減少，市場可能會見證併購活動的增加。

BMO團隊表示，特朗普更可能專注於移民和關稅等問題，而不是推動對美國內部併購交易的監管。

展望未來，該公司討論了2017年稅收減免和就業法案的延續或擴展的影響，該法案預計將在2025年到期。具體而言，他們指出，雖然企業或個人的稅率大幅上升的可能性不大，但延長減稅可能需要在其他領域進行支出削減。特朗普對關稅的立場也可能導致各行各業的成本上升。

最後，分析師還指出了其他考量因素，例如生物安全法案（BioSecure Act），該法案可能因特朗普之前對中國的評論而取得進展，以及對於藥品專利的強制授權權利不太可能採取行動。

評論

特朗普再次當選對生物製藥行業的影響值得關注，尤其是在當前全球面臨疫苗接種和公共健康議題的背景下。雖然BMO的分析指出了潛在的正面影響，但特朗普政府的政策走向仍然充滿不確定性，特別是如果肯尼迪被任命，可能會對疫苗政策產生重大影響。

此外，雖然減少FTC的監管可能讓市場充滿活力，但這是否會真正促進創新和市場競爭，還有待觀察。企業在追求利潤的同時，也需考慮社會責任，特別是在涉及公共健康的領域。這可能會引發一場關於如何在促進商業利益與保障公眾健康之間取得平衡的討論。

以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂

🎨 Nano Banana Pro 圖像生成器｜打幾句說話就出圖

想畫人像、產品圖、插畫？SSFuture 圖像生成器支援 Flux 同 Gemini Nano Banana Pro 改圖 / 合成， 打廣東話都得，仲可以沿用上一張圖繼續微調。

🆓 Flux 模型即玩，不用登入
🤖 登入後解鎖 Gemini 改圖
📷 支援上載參考圖再生成
⚡ 每天免費額度任你玩
✨ 即刻玩 AI 畫圖
A young person with short blonde hair squatting confidently in front of a white sports car on a wet city street at night. Captured with a wide-angle fisheye lens for dramatic distortion. Neon signs, Japanese billboards, and glowing city lights reflect on the wet pavement. Moody, cyberpunk-inspired atmosphere with light rain and soft reflections. Casual streetwear—oversized dark sweatshirt, loose grey pants, worn sneakers. Background filled with vibrant nightlife, blurred car headlights, and bustling urban energy. High contrast, teal-orange tones, cinematic depth, film grain, atmospheric haze, shallow depth of field, 35mm film look, poster-style composition, ultra-realistic lighting. An ultra realistic portrait of a young man (facial detail 100% matches with the reference photo) relaxing on a wooden balcony with a scenic view of green mountains in the background. Golden-hour sunlight from the left side creates a warm glow, soft highlights on his hair and shoulders, and a subtle sun flare. He is wearing a black t-shirt in a white shirt with long sleeve, a black ripped jeans and black white sport shoes. his short straight hair is blowing by the morning wind. He sits with his body slightly angled, shoulders turned to the right side of the frame, one leg casually folded up onto the chair. He holds a white cup emitting light steam, suggesting a freshly made hot drink. His face turns gently to the right with a subtle, relaxed smile, giving a calm and peaceful expression. The environment is an outdoor highland area with silhouettes of hills and trees in the distance, softly darkened by the backlit sunlight. Camera angle is low angle level but slightly from the left side, creating a natural and intimate framing. Background is softly blurred with shallow depth of field, using a wide-aperture lens. Warm, earthy, soft color tones A confident me as Supergirl stands full-body in a dramatic pose, hands in trench coat pockets,dark sunglasses. Her iconic blue-and-red suit with the “S” shield is partially revealed beneath a rust-colored cinematic trench coat, suggesting a hidden identity. High-contrast, dramatic cinematic lighting with strong rim light and deep shadows, volumetric light beams, subtle haze. Filmic color grading, rich contrast, blockbuster trailer mood.A layered, semi-transparent 3D wall of floating social media comments and UI elements, softly glowing and receding in depth, surrounding her like digital echoes of hype. The comments are overwhelmingly positive and excited, featuring user profiles, likes, and hype text (e.g., 'PERFECT casting,' 'SO EXCITED,' High-contrast studio lighting ,Strong contrast between the realistic 3D figure and the flat 2D collage.
abbv ibb lly

chatgpt

發佈留言

發佈留言必須填寫的電子郵件地址不會公開。 必填欄位標示為 *

Related Articles

Investing.com安全驗證詳解：快速通過教學！
Read More
Honeywell獲美軍近5,880萬美元大訂單
Read More
投資網站安全驗證，保障用戶資料安全
Read More

🖼️ AI 圖庫｜抄咒語學玩法

想睇吓人哋點玩 AI 畫圖？圖庫集合大量 Flux / Gemini 作品， 可以一 click 複製咒語，直入生成器再改做自己版本。

✅ 真實作品示範
📋 一鍵複製咒語
✨ 不定期加入新圖
✏️ 「修改」按鈕直連生成器
👀 入去睇圖 + 抄咒語
A photorealistic outdoor portrait of a fit Filipina woman performing a yoga pose on a grassy lawn in a serene park. She is positioned on all fours atop a soft white towel, with one leg extended upward behind her in a controlled, balanced stretch. She wears a simple black bikini-style sports top, emphasizing a natural athletic physique. Her expression is calm and confident, making gentle eye contact with the camera. Her hair is neatly tied back, with minimal makeup for a clean, natural look. The scene takes place in a lush green park surrounded by tall trees, rendered with a creamy, cinematic bokeh background. The environment feels peaceful and fresh, with soft grass in the foreground and blurred foliage in the distance, creating strong subject separation. Lighting is natural daylight, soft and diffused, resembling early morning or late afternoon golden-hour light. Highlights are gentle, skin tones are warm and realistic, and shadows are soft with no harsh contrast, enhancing a healthy, natural glow. Composition is centered and symmetrical, shot from a low eye-level angle slightly below the subject to emphasize form and balance. The depth of field is shallow, with the subject in sharp focus and the background smoothly blurred. The towel anchors the subject visually, adding contrast against the green grass. Style is ultra-realistic photography with cinematic aesthetics, resembling a high-end fitness or lifestyle photoshoot. Skin texture, fabric details, and natural imperfections are preserved for realism. No stylization or anime effects. Quality is extremely high: 8K resolution, DSLR-quality image, sharp focus, realistic anatomy, accurate proportions, professional photography, natural color grading, no distortions, no artifacts, and no exaggerated features. Gallery
Use the original face exactly as it is, without changing a details. A striking, high-fashion editorial portrait of a white -skinned model, captured outdoors with a bright, sunny, slightly hazy ambiance reminiscent of the late 1980s or early 1990s. Model and Styling • Model: A female model with elegant features and dark, curly hair, posed looking over her shoulder towards the camera. Her expression is confident and alluring. • Outfit: She is wearing a two-piece outfit (or a playsuit/romper) entirely covered in black and white polka dots. • Top: A loose, long-sleeved shirt, worn off one shoulder, showcasing the neckline. The polka dots on the shirt appear slightly smaller and more uniform. • Bottom: Matching shorts or a skirt with a tight, fitted silhouette, emphasizing her figure. The polka dots here appear slightly denser. • Hat: A defining accessory—a dramatically oversized sun hat with a wide, floppy brim. The crown is white, and the large, voluminous brim is patterned with large black and white polka dots, cascading down. A black fabric tie/ribbon is visible around the crown. • Accessories: Large, circular or crescent-shaped gold earrings dangle from her ears. Lighting and Setting • Lighting: Natural, bright, direct sunlight creating a warm, sun-kissed, and slightly nostalgic aesthetic. The overall color palette leans towards desaturated pastels and warm creamy whites. • Setting: She is positioned on a rooftop, terrace, or balcony, with a hazy, mountainous or coastal landscape visible in the blurred background. The background is predominantly soft blues and pale purples, suggesting a distant view over a city or ocean. • Composition: A vertical, full-body to three-quarter shot. The model is the central focus, framed against the soft background. Keywords/Style • Style: High Fashion, Editorial, Retro, 90s Fashion, Resort Wear, Glamorous, Iconic. • Vibe: Sophisticated, Sunny, Vacation Chic, Bold Pattern. Gallery
[Subject]: Young Asian female with "Imada Mio-inspired" doll-like aesthetic (精緻洋娃娃臉). She has large round expressive eyes, a small V-line face, and rosy cheeks. Her expression is innocent, energetic, and slightly flirty. [Hair]: Messy morning hair (剛睡醒的凌亂感), long dark brown hair, slightly tousled, natural volume. [Outfit]: Wearing an oversized translucent white button-down shirt (男友風白襯衫), unbuttoned at the top to reveal collarbones, creating a "bottomless" look (下衣失蹤風格). [Style]: Japanese Gravure Photobook style (寫真集風格), Pure & Sexy vibe, bright high-key lighting, soft skin texture, Fujifilm PRO 400H color tone. Gallery