Overview

• At a White House event with CEO Pascal Soriot, AstraZeneca agreed to provide most‑favored‑nation–style pricing to Medicaid and to list consumer discounts through the planned TrumpRx portal.
• A chart at the announcement highlighted Airsupra, Farxiga and Bevespi among medicines expected to see cuts, and the company has advertised steep direct‑to‑consumer discounts of up to 80% on select products.
• In return, the administration granted a three‑year delay on new tariffs as AstraZeneca advances a U.S. investment plan reported at about $50 billion and boosts a Virginia manufacturing project to $4.5 billion with an additional $500 million.
• TrumpRx is targeted to launch in 2026 to route buyers to manufacturers’ direct sales, though insured patients may not see lower out‑of‑pocket costs given existing rebates and benefit rules.
• The deal follows a similar agreement with Pfizer as markets gauge limited profit impact, while UK officials warn NHS drug costs could rise under global pricing pressures tied to these U.S. arrangements.