这个应该跟bio的权重股息息相关吧 进来看 (谈股论金)  585次阅读

作者: 玘坧 , 发表于: 2016-10-30 (2950天前) @ 伍点墨

The backlash against steep pharmaceutical price hikes over the last year has notoriously taken down individual drug companies — Mylan, Valeant and Turing among them.

Now, drug wholesaler McKesson Corp.’s nearly 24.2% stock decline on Friday, the company’s biggest single-day price decline ever, along with a pricing policy about-face for Amgen Inc. appear to reflect larger ramifications across the health care sector from those pricing scandals. The SPDR health care exchange-traded fund XLV, -2.17% was down 2.0% and the Nasdaq Biotech Index NBI, -1.84% down 1.5% in early-afternoon trade.

Wall Street analysts and investors have long speculated about pricing strategy turning into a risk for pharmaceutical and biotech companies. But attempts to determine the riskiest companies by that measure have encountered a challenge: all pharmaceutical companies had been making big price increases.

McKesson MCK, -22.67% on Thursday offered a clear signal of change when it said a “softer pricing environment” in the U.S. hurt its second-quarter results, in which income dropped by more than half and caused the company to slash its 2016 profit outlook. As a middleman in the pharmaceutical system, McKesson is compensated based on drug revenue, and thus, benefits from drug price increases.

“What we have seen this year to date are fewer products with price increases, and those price increases are at lower rates than both prior-year results and our expectations for the current” fiscal year, said CEO John Hammergren, according to the FactSet tran.

The company expects coming pricing trends for branded drugs to be “meaningfully” below those this fiscal year, based on second-quarter results, he said.