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Europe must rethink medicine pricing or risk losing investments, pharma lobby chief says

Published by Global Banking & Finance Review

Posted on June 23, 2026

2 min read

· Last updated: June 23, 2026

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Europe Must Rethink Medicine Pricing or Risk Losing Pharma Investments

Challenges and Implications of Medicine Pricing in Europe

By Maggie Fick

Industry Warnings and Government Responses

BRUSSELS, June 23 (Reuters) - Europe will need to rethink how it values and pays for innovative medicines or risk losing manufacturing investments and clinical trials, the head of Europe's pharmaceutical industry lobby said on Tuesday, as governments and drugmakers clash over prices.

Impact of U.S. Pricing Policies

Stefan Oelrich, president of the European Federation of Pharmaceutical Industries and Associations (EFPIA), said in an interview that the industry faced a new reality as U.S. President Donald Trump's "most-favoured-nation" pricing policy seeks to tie some U.S. medicine prices to those paid in other wealthy countries, including in Europe.

Risks of Lower European Prices

Drugmakers warn that lower European prices could increasingly affect returns in the lucrative U.S. market, intensifying pressure on cash-strapped European governments to pay more for new medicines.

"Europe will have to step up going forward", said Oelrich, who is also president of Bayer's pharmaceutical division.

Germany as a Test Case

Oelrich pointed to Germany, where the government this month proposed legislative measures to curb healthcare spending, as an important test case.

"Germany is sort of like a harbinger for what Europe can be, in a good and a bad way," he said.

Investment Decisions and Market Demand

While saying German policymakers were listening to industry concerns, Oelrich warned that pharmaceutical companies have choices about where to invest.

"It's unlikely that you run a clinical trial in a place where you don't intend to market. It's unlikely to manufacture, in the long term, in a market where you don't have any demand," he said. "Investments will follow or not, depending on what the conditions are in a given market."

(Reporting by Maggie Fick in Brussels. Editing by Mark Potter)

Key Takeaways

  • Europe’s low drug prices risk deterring pharma investment and trials, especially as U.S. “most‑favoured‑nation” rules link U.S. prices to lower foreign rates, compressing margins in the world’s largest market (en.wikipedia.org).
  • Germany’s sweeping healthcare reform—seeking €16–20 billion in savings—includes drug price cuts that have prompted trade scrutiny from the U.S. and investment pullbacks by Eli Lilly, Pfizer and Boehringer Ingelheim (onvista.de).
  • EFPIA emphasizes that pharma investment follows demand: without fair returns, companies will avoid markets—threatening Europe’s innovation ecosystem and access to new medicines (bundesfinanzministerium.de)

References

Frequently Asked Questions

Why does Europe need to reconsider its medicine pricing?
Pharma industry leaders warn that low medicine prices may cause Europe to lose manufacturing investments and clinical trials.
Who is calling for changes to European medicine pricing?
Stefan Oelrich, president of the EFPIA and Bayer's pharmaceutical division, is advocating for a pricing rethink.
How do European drug prices affect the US market?
Lower European prices may reduce returns in the US market, especially with policies tying US prices to those in other wealthy nations.
What role does Germany play in European medicine pricing policy?
Germany is seen as a key test case and potential trendsetter for broader European pharmaceutical legislation and investment decisions.
What might happen if Europe does not adjust its medicine pricing policies?
Pharmaceutical companies may avoid investing in or running clinical trials in European countries with less favorable pricing conditions.

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